Financial advisors in Mill Valley, CA

20 match

Alexander Boeri
Financial advisor at Miller Avenue Advisors LLC
Miller Avenue Advisors LLC · $281.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Barton
Financial advisor at Boldin Advisors
Boldin Advisors
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Sampson
Financial advisor at Miller Avenue Advisors LLC
Miller Avenue Advisors LLC · $281.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Blake McGinley
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley Geddes
Financial advisor at Decker Retirement Planning Inc.
Decker Retirement Planning Inc. · $359.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Proses
Financial advisor at Rational Investment Management, LLC
Rational Investment Management, LLC · $402.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brianna Black
Financial advisor at Boldin Advisors
Boldin Advisors
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Akamine
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Gilmor
Financial advisor at Meristead Wealth, LLC
Meristead Wealth, LLC · $1.29B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Corey Saft
Financial advisor at Sivia Capital Partners, LLC
Sivia Capital Partners, LLC · $1.24B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Declan Lynch
Financial advisor at Assembly Wealth
Assembly Wealth · $336.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dennis Brawley
Financial advisor at Boldin Advisors
Boldin Advisors
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Strong
Financial advisor at Miller Avenue Advisors LLC
Miller Avenue Advisors LLC · $281.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Frederick Borden
Financial advisor at On Keel Capital
On Keel Capital · $7.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jesse Hindson
Financial advisor at Assembly Wealth
Assembly Wealth · $336.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Laurie Fried
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lyndon Lorenz
Financial advisor at Boldin Advisors
Boldin Advisors
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Lavan
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew McCoy
Financial advisor at Southbound Wealth LLC
Southbound Wealth LLC · $4.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Vanessa Jennings
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Mill Valley, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Mill Valley, CA.

How this list works

Before you hire an advisor in Mill Valley, CA