Financial advisors in Mill Valley, CA

138 advisors · page 2 of 5

Boriss Bikosvili
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Bradley Alvarez
Financial advisor at Aspirean Wealth, LLC
Aspirean Wealth, LLC · $233.2M AUM
VerifiedFinancial planning
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Brian Macdonald
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Brock Scigliano
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Bruce Raabe
Financial advisor at Relevant Wealth Advisors, LLC
Relevant Wealth Advisors, LLC · $799M AUM
Verified
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Bryce Emo
Financial advisor at Emerson Equity LLC
Emerson Equity LLC · $321.7M AUM
VerifiedFinancial planning
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Caleb Luis
Financial advisor at Aspirean Wealth, LLC
Aspirean Wealth, LLC · $233.2M AUM
VerifiedFinancial planning
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Candice Jones
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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Catherine Conger
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
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Charles Terrazas
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Cheryl Athas
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
VerifiedFinancial planning
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Christian Mejia
Financial advisor at Sivia Capital Partners, LLC
Sivia Capital Partners, LLC · $1.24B AUM
VerifiedFinancial planning
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Christopher Antonio
Financial advisor at Dipsea Capital, LLC
Dipsea Capital, LLC · $61.3M AUM
Verified
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Christopher Winkler
Financial advisor at Aspirean Wealth, LLC
Aspirean Wealth, LLC · $233.2M AUM
VerifiedFinancial planning
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Cynthia Morris
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Daniel Sinton
Financial advisor at Rational Investment Management, LLC
Rational Investment Management, LLC · $402.6M AUM
VerifiedFinancial planning
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David Caillier
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
VerifiedFinancial planning
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David Swartz
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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David Wong
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Diego Clavijo Arnez
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Douglas Hutchinson
Financial advisor at Assembly Wealth
Assembly Wealth · $336.7M AUM
VerifiedFinancial planning
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Douglas Robbins
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Dustin Kanode
Financial advisor at Columbia Management Investment Advisers, LLC
Columbia Management Investment Advisers, LLC · $502.4B AUM
Verified
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Dylan Sage
Financial advisor at Belpointe Asset Management LLC
Belpointe Asset Management LLC · $7.58B AUM
VerifiedFinancial planning
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Edward Chin
Financial advisor at Rising Capital Inc.
Rising Capital Inc. · $30.1M AUM
VerifiedFinancial planning
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Elizabeth Groh
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Elizabeth Murphy-Jinich
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Elliott Elbaz
Financial advisor at Gordian Wealth Advisors, LLC
Gordian Wealth Advisors, LLC · $488.7M AUM
VerifiedFinancial planning
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Frank Greene
Financial advisor at Private Wealth Partners, LLC
Private Wealth Partners, LLC · $1.92B AUM
VerifiedFinancial planning
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Gabriel Burczyk
Financial advisor at Assembly Wealth
Assembly Wealth · $336.7M AUM
VerifiedFinancial planning
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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