Financial advisors in Novato, CA

73 advisors · page 2 of 3

Geoffrey Aden
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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George Craig
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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George Elias
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Glen Calkins
Financial advisor at Ketron Financial LLC
Ketron Financial LLC · $384M AUM
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Gregory Nikolaieff
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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James Nakamine
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
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Jason Zahorenko
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
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Jennifer Marshall
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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John Baughman
Financial advisor at Baughman Financial Group
Baughman Financial Group · $76.4M AUM
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John Reuscher
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Joseph Delaney
Financial advisor at Robertson Stephens
Robertson Stephens · $8.76B AUM
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Julie Annett
Financial advisor at Asti Financial Management
Asti Financial Management
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Karin Alvarado
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Kathleen Griffin Chase
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
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Keith Bernardy
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Keith Wheeler
Financial advisor at Alpha Wealth Management and Planning LLC
Alpha Wealth Management and Planning LLC · $319.6M AUM
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Krystalynn Schlegel
Financial advisor at Valmark Advisers, Inc.
Valmark Advisers, Inc. · $10.17B AUM
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Louis Batmale
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Margaret Ash
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Mario Pometta
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Marjan Soleimanieh
Financial advisor at Marin Wealth Advisors LLC
Marin Wealth Advisors LLC · $76.1M AUM
VerifiedFinancial planning
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Mark Patzer
Financial advisor at Compound Planning, Inc.
Compound Planning, Inc. · $4.85B AUM
VerifiedFinancial planning
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Mary Gernetzke
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Matthew Tarantino
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Michael Dolan
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Patrick Conroy
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Patrick Giamanco
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Peter Keating
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Phylos Tobler
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Rachel Klase
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T 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 Novato, 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 Novato, CA.

How this list works

Before you hire an advisor in Novato, CA