Financial advisors in Sausalito, CA

26 match

Barbara Gault
Financial advisor at Barbara S. Gault
Barbara S. Gault · $14.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Erin Niehaus
Financial advisor at Savvy
Savvy · $5B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Janet Campbell
Financial advisor at Abunda Financial, LLC
Abunda Financial, LLC · $103.1M AUM
CFP®VerifiedFinancial planning
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Laura Chernov
Financial advisor at Balanced Financial Advisors
Balanced Financial Advisors · $22.6M AUM
CFP®VerifiedFinancial planning
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Lewis Gridley
Financial advisor at Gridley Associates Inc
Gridley Associates Inc · $85.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Oliver
Financial advisor at Verity Wealth Advisors, LLC
Verity Wealth Advisors, LLC · $278.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Aaron Leone
Financial advisor at Baker Street Asset Management, LLC
Baker Street Asset Management, LLC · $91.6M AUM
VerifiedFinancial planning
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Brian Chew
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Charles Woodward
Financial advisor at Integrated Advisors Network LLC
Integrated Advisors Network LLC · $5.52B AUM
VerifiedFinancial planning
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David Tornes
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Edward Smith
Financial advisor at Caldwell Sutter Capital, Inc.
Caldwell Sutter Capital, Inc. · $605.7M AUM
VerifiedFinancial planning
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Evan Hershey
Financial advisor at Caldwell Sutter Capital, Inc.
Caldwell Sutter Capital, Inc. · $605.7M AUM
VerifiedFinancial planning
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Jacey West
Financial advisor at Westend Capital Management, LLC.
Westend Capital Management, LLC. · $436.2M AUM
VerifiedFinancial planning
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Janelle Durbin
Financial advisor at Main Street Research LLC
Main Street Research LLC · $2.68B AUM
VerifiedFinancial planning
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John Mayberry
Financial advisor at Core Asset Management Company
Core Asset Management Company · $45K AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jon Goshay
Financial advisor at Caldwell Sutter Capital, Inc.
Caldwell Sutter Capital, Inc. · $605.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Raymond
Financial advisor at Caldwell Sutter Capital, Inc.
Caldwell Sutter Capital, Inc. · $605.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Louis Wellmeier
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Kriss
Financial advisor at Macroclimate LLC
Macroclimate LLC · $210.1M AUM
VerifiedFinancial planning
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Paolo Bernardi
Financial advisor at Paolo Bernardi Advisor
Paolo Bernardi Advisor · $3.1M AUM
VerifiedFinancial planning
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Paul Bergeron
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
VerifiedFinancial planning
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Peter Karp
Financial advisor at Composition Wealth, LLC
Composition Wealth, LLC · $9.47B AUM
VerifiedFinancial planning
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Peter Kriss
Financial advisor at Macroclimate LLC
Macroclimate LLC · $210.1M AUM
VerifiedFinancial planning
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Robert Driscoll
Financial advisor at Composition Wealth, LLC
Composition Wealth, LLC · $9.47B AUM
VerifiedFinancial planning
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Ryan Beckler
Financial advisor at Verity Wealth Advisors, LLC
Verity Wealth Advisors, LLC · $278.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Techi Carreon
Financial advisor at Baker Street Asset Management, LLC
Baker Street Asset Management, LLC · $91.6M AUM
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 Sausalito, 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.
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Financial advisors in Sausalito, CA.

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Before you hire an advisor in Sausalito, CA