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Best Financial Advisors near Sausalito, California


To help Americans find the best financial advisors in Sausalito, California, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Sausalito, California.


1. Rational Investment Management
   (415) 379-0749
1700 California ST, Suite 330. San Francisco, CA

Rational Investment Management, registered in 2012, manages $225.5 million for 72 clients.

2. Financial Connections Group
   (415) 924-1091
Multiple Locations

Financial Connections Group, registered in 2000, manages $328.3 million for 239 clients.

3. WrapManager
   (415) 541-7774
319 Miller Avenue Mill Valley, CA

WrapManager, registered in 2000, manages $365.6 million for 282 clients.

4. The Mather Group
   (213) 438-1423
1 Belvedere Drive, Mill Valley, California

The Mather Group, registered in 2011, manages $3.7 billion for 1,544 clients.

5. Meritas Wealth Management
   (415) 300-4560
100 Larkspur Landing Circle, Ste. 110. Larkspur, CA

Meritas Wealth Management, registered in 2008, manages $389.0 million for 313 clients.

6. Karp Capital Management Corporation
   (415) 345-8185
30 Liberty Ship Way, #3150. Sausalito, CA

Karp Capital Management Corporation, registered in 2006, manages $527.9 million for 361 clients.

7. Guardian Investment Management
   (415) 765-6860
1120 Mar West ST., Suite D Tiburon, CA

Guardian Investment Management, registered in 1976, manages $270.1 million for 91 clients.

8. RCM Robinson Capital Management
   (415) 771-9421
27 Reed Boulevard Mill Valley, CA

RCM Robinson Capital Management, registered in 2007, manages $119.1 million for 10 clients.

9. Rosenblum Silverman Sutton SF
   (415) 771-4500
1388 Sutter ST Ste 725 San Francisco, CA

Rosenblum Silverman Sutton SF, registered in 1984, manages $361.2 million for 173 clients.

10. Atlas Capital Advisors
   (415) 354-2400
38 Keyes Ave Suite 200 San Francisco, CA

Atlas Capital Advisors, registered in 2006, manages $707.0 million for 154 clients.

11. Naples Asset Management Co
   (415) 689-5721
2655 Van Ness Avenue Suite 3, San Francisco, California

Naples Asset Management Co, registered in 2006, manages $244.4 million for 353 clients.

12. Verity Wealth Advisors
   (415) 561-3340
1505 Bridgeway, Suite 208. Sausalito, CA

Verity Wealth Advisors, registered in 2003, manages $201.8 million for 45 clients.

13. Parkside Advisors
   (510) 883-1350
37 Graham Street, Suite 218, San Francisco, California

Parkside Advisors, registered in 2004, manages $461.8 million for 191 clients.

14. Brouwer & Janachowski
   (415) 435-8330
100 Shoreline Highway, Suite B-101. Mill Valley, CA

Brouwer & Janachowski, registered in 2008, manages $1.8 billion for 756 clients.

15. Lapis Advisers
   (415) 376-6280
265 Magnolia Avenue Suite 100 Larkspur, CA

Lapis Advisers, registered in 2010, manages $526.8 million for 8 clients.

16. Shira Ridge Wealth Management
   (415) 721-0275
100 Larkspur Landing Circle, #203. Larkspur, CA

Shira Ridge Wealth Management, registered in 2000, manages $165.2 million for 190 clients.

17. Coburn Barrett
   (415) 387-1001
1562 Grant Ave San Francisco, CA

Coburn Barrett, registered in 2013, manages $227.2 million for 3 clients.

18. Marin Financial Advisors
   (415) 925-1212
80 East Sir Francis Drake Blvd, Suite 1A. Larkspur, CA

Marin Financial Advisors, registered in 2006, manages $351.7 million for 152 clients.

19. Main Street Research
   (415) 289-1010
30 Liberty Ship Way, Suite 3330. Sausalito, CA

Main Street Research, registered in 2000, manages $1.1 billion for 603 clients.

20. Main Street Research
   (415) 289-1010
Multiple Locations

Main Street Research, registered in 2000, manages $1.1 billion for 603 clients.



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Dowling & Yahnke
   (858) 509-9500

Dowling & Yahnke, registered in 1987, manages $4.7 billion for 1,271 clients.

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Heron Wealth
   (347) 580-5280

Heron Wealth, registered in 2008, manages $342.4 million for 162 clients.

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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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Summit Portfolio Management
   (702) 838-9999

Summit Portfolio Management, registered in 1994, manages $112.2 million for 111 clients.

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Top Cities for California


Alameda, California Albany, California Belvedere Tiburon, California Berkeley, California Emeryville, California Inglewood, California Oakland, California Piedmont, California San Francisco, California Sausalito, California

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