# Financial advisors in Mill Valley, CA > AdvisorCensus lists 44 investment advisory firms with a principal office in Mill Valley, California (part of the San Francisco metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full San Francisco metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV. Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/san-francisco/mill-valley ## At a glance - Investment advisory firms: 44 - Registration: SEC-registered investment adviser: 19, State-registered investment adviser: 8, Exempt reporting adviser: 17 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 10 (37%); Percentage of assets 26 (96%); Hourly charges 9 (33%); Fixed fees 11 (41%); Commissions 2 (7%); Performance-based fees 11 (41%); Other 1 (4%); No compensation arrangements reported 17 - Regulatory assets under management (Item 5.F): Under $25 million 4 (9%); $25 million to $100 million 4 (9%); $100 million to $500 million 10 (23%); $500 million to $1 billion 2 (5%); $1 billion to $5 billion 5 (11%); Over $5 billion 1 (2%); Not reported 18 (41%) - Years registered: Under 5 years 20 (45%); 5 to 9 years 8 (18%); 10 to 19 years 8 (18%); 20 years or more 7 (16%); Not reported 1 (2%) ## Firms (page 1 of 1, 1 to 44 of 44, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Aequim Alternative Investments LP](https://advisorcensus.com/firm/aequim-alternative-investments-lp-mill-valley-ca-293127) ([md](https://advisorcensus.com/firm/aequim-alternative-investments-lp-mill-valley-ca-293127.md)) | 293127 | Mill Valley, CA | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Performance fee | | [Aspirean Wealth, LLC](https://advisorcensus.com/firm/aspirean-wealth-llc-mill-valley-ca-173138) ([md](https://advisorcensus.com/firm/aspirean-wealth-llc-mill-valley-ca-173138.md)) | 173138 | Mill Valley, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee | | [Assembly Wealth](https://advisorcensus.com/firm/assembly-wealth-mill-valley-ca-108834) ([md](https://advisorcensus.com/firm/assembly-wealth-mill-valley-ca-108834.md)) | 108834 | Mill Valley, CA | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Hourly, Fixed fee | | [Austin Creek Capital, LLC](https://advisorcensus.com/firm/austin-creek-capital-llc-mill-valley-ca-313554) ([md](https://advisorcensus.com/firm/austin-creek-capital-llc-mill-valley-ca-313554.md)) | 313554 | Mill Valley, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Fixed fee | | [Bayhunt Capital LLC](https://advisorcensus.com/firm/bayhunt-capital-llc-mill-valley-ca-333514) ([md](https://advisorcensus.com/firm/bayhunt-capital-llc-mill-valley-ca-333514.md)) | 333514 | Mill Valley, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee, Other | | [Bioverge Funds Management LLC](https://advisorcensus.com/firm/bioverge-funds-management-llc-mill-valley-ca-285999) ([md](https://advisorcensus.com/firm/bioverge-funds-management-llc-mill-valley-ca-285999.md)) | 285999 | Mill Valley, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Black Sun, Inc.](https://advisorcensus.com/firm/black-sun-inc-mill-valley-ca-335651) ([md](https://advisorcensus.com/firm/black-sun-inc-mill-valley-ca-335651.md)) | 335651 | Mill Valley, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Boldin Advisors](https://advisorcensus.com/firm/boldin-advisors-mill-valley-ca-294881) ([md](https://advisorcensus.com/firm/boldin-advisors-mill-valley-ca-294881.md)) | 294881 | Mill Valley, CA | SEC-registered investment adviser | Not reported | 1 | Hourly, Fixed fee | | [CAI Manager LP](https://advisorcensus.com/firm/cai-manager-lp-mill-valley-ca-310205) ([md](https://advisorcensus.com/firm/cai-manager-lp-mill-valley-ca-310205.md)) | 310205 | Mill Valley, CA | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Performance fee | | [Cambrian Asset Management, Inc.](https://advisorcensus.com/firm/cambrian-asset-management-inc-mill-valley-ca-291953) ([md](https://advisorcensus.com/firm/cambrian-asset-management-inc-mill-valley-ca-291953.md)) | 291953 | Mill Valley, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee | | [Capital F Partners, LLC](https://advisorcensus.com/firm/capital-f-partners-llc-mill-valley-ca-335378) ([md](https://advisorcensus.com/firm/capital-f-partners-llc-mill-valley-ca-335378.md)) | 335378 | Mill Valley, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Climactic Management, LLC](https://advisorcensus.com/firm/climactic-management-llc-mill-valley-ca-322367) ([md](https://advisorcensus.com/firm/climactic-management-llc-mill-valley-ca-322367.md)) | 322367 | Mill Valley, CA | Exempt reporting adviser | Not reported | 4 | Not reported | | [Cyan Ventures Management Company, LLC](https://advisorcensus.com/firm/cyan-ventures-management-company-llc-mill-valley-ca-333699) ([md](https://advisorcensus.com/firm/cyan-ventures-management-company-llc-mill-valley-ca-333699.md)) | 333699 | Mill Valley, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Cypress Point Investment Management LP](https://advisorcensus.com/firm/cypress-point-investment-management-lp-mill-valley-ca-316549) ([md](https://advisorcensus.com/firm/cypress-point-investment-management-lp-mill-valley-ca-316549.md)) | 316549 | Mill Valley, CA | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Fixed fee, Performance fee | | [Davenport Capital Management, LLC](https://advisorcensus.com/firm/davenport-capital-management-llc-mill-valley-ca-159785) ([md](https://advisorcensus.com/firm/davenport-capital-management-llc-mill-valley-ca-159785.md)) | 159785 | Mill Valley, CA | State-registered investment adviser | $100 million to $500 million | 10 | % of assets | | [Dipsea Capital, LLC](https://advisorcensus.com/firm/dipsea-capital-llc-mill-valley-ca-257787) ([md](https://advisorcensus.com/firm/dipsea-capital-llc-mill-valley-ca-257787.md)) | 257787 | Mill Valley, CA | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Performance fee | | [Gelbourne Capital Partners, LP](https://advisorcensus.com/firm/gelbourne-capital-partners-lp-mill-valley-ca-342908) ([md](https://advisorcensus.com/firm/gelbourne-capital-partners-lp-mill-valley-ca-342908.md)) | 342908 | Mill Valley, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Gordian Capital Management, LLC](https://advisorcensus.com/firm/gordian-capital-management-llc-mill-valley-ca-337799) ([md](https://advisorcensus.com/firm/gordian-capital-management-llc-mill-valley-ca-337799.md)) | 337799 | Mill Valley, CA | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets, Performance fee | | [Gordian Wealth Advisors, LLC](https://advisorcensus.com/firm/gordian-wealth-advisors-llc-mill-valley-ca-281775) ([md](https://advisorcensus.com/firm/gordian-wealth-advisors-llc-mill-valley-ca-281775.md)) | 281775 | Mill Valley, CA | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Fixed fee, Commissions | | [Groundforce Capital Management, LLC](https://advisorcensus.com/firm/groundforce-capital-management-llc-mill-valley-ca-299383) ([md](https://advisorcensus.com/firm/groundforce-capital-management-llc-mill-valley-ca-299383.md)) | 299383 | Mill Valley, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Performance fee | | [Healthy Ventures Management, LLC](https://advisorcensus.com/firm/healthy-ventures-management-llc-mill-valley-ca-191513) ([md](https://advisorcensus.com/firm/healthy-ventures-management-llc-mill-valley-ca-191513.md)) | 191513 | Mill Valley, CA | Exempt reporting adviser | Not reported | 1 | Not reported | | [Hearth Capital Management](https://advisorcensus.com/firm/hearth-capital-management-mill-valley-ca-111947) ([md](https://advisorcensus.com/firm/hearth-capital-management-mill-valley-ca-111947.md)) | 111947 | Mill Valley, CA | State-registered investment adviser | Under $25 million | 34 | % of assets, Hourly | | [Litfund](https://advisorcensus.com/firm/litfund-mill-valley-ca-330517) ([md](https://advisorcensus.com/firm/litfund-mill-valley-ca-330517.md)) | 330517 | Mill Valley, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee | | [Mile 18 General Partners, LLC](https://advisorcensus.com/firm/mile-18-general-partners-llc-mill-valley-ca-305723) ([md](https://advisorcensus.com/firm/mile-18-general-partners-llc-mill-valley-ca-305723.md)) | 305723 | Mill Valley, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Miller Avenue Advisors LLC](https://advisorcensus.com/firm/miller-avenue-advisors-llc-mill-valley-ca-313523) ([md](https://advisorcensus.com/firm/miller-avenue-advisors-llc-mill-valley-ca-313523.md)) | 313523 | Mill Valley, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee | | [Norwood Investment Partners, LP](https://advisorcensus.com/firm/norwood-investment-partners-lp-mill-valley-ca-156280) ([md](https://advisorcensus.com/firm/norwood-investment-partners-lp-mill-valley-ca-156280.md)) | 156280 | Mill Valley, CA | Exempt reporting adviser | Not reported | Not reported | Not reported | | [Oatv Management Company, LLC](https://advisorcensus.com/firm/oatv-management-company-llc-mill-valley-ca-159682) ([md](https://advisorcensus.com/firm/oatv-management-company-llc-mill-valley-ca-159682.md)) | 159682 | Mill Valley, CA | Exempt reporting adviser | Not reported | 14 | Not reported | | [Offline Ventures, LLC](https://advisorcensus.com/firm/offline-ventures-llc-mill-valley-ca-310724) ([md](https://advisorcensus.com/firm/offline-ventures-llc-mill-valley-ca-310724.md)) | 310724 | Mill Valley, CA | Exempt reporting adviser | Not reported | 3 | Not reported | | [On Keel Capital](https://advisorcensus.com/firm/on-keel-capital-mill-valley-ca-311185) ([md](https://advisorcensus.com/firm/on-keel-capital-mill-valley-ca-311185.md)) | 311185 | Mill Valley, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly | | [Otherwise Fund Management, LLC](https://advisorcensus.com/firm/otherwise-fund-management-llc-mill-valley-ca-300047) ([md](https://advisorcensus.com/firm/otherwise-fund-management-llc-mill-valley-ca-300047.md)) | 300047 | Mill Valley, CA | Exempt reporting adviser | Not reported | 6 | Not reported | | [Private Wealth Partners, LLC](https://advisorcensus.com/firm/private-wealth-partners-llc-mill-valley-ca-133802) ([md](https://advisorcensus.com/firm/private-wealth-partners-llc-mill-valley-ca-133802.md)) | 133802 | Mill Valley, CA | SEC-registered investment adviser | $1 billion to $5 billion | 21 | % of assets, Hourly, Fixed fee, Performance fee | | [Relevant Wealth Advisors, LLC](https://advisorcensus.com/firm/relevant-wealth-advisors-llc-mill-valley-ca-1489) ([md](https://advisorcensus.com/firm/relevant-wealth-advisors-llc-mill-valley-ca-1489.md)) | 1489 | Mill Valley, CA | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets | | [Ridley Asset Management, LLC](https://advisorcensus.com/firm/ridley-asset-management-llc-mill-valley-ca-144735) ([md](https://advisorcensus.com/firm/ridley-asset-management-llc-mill-valley-ca-144735.md)) | 144735 | Mill Valley, CA | State-registered investment adviser | Under $25 million | 14 | % of assets, Hourly, Fixed fee | | [Rising Capital Inc.](https://advisorcensus.com/firm/rising-capital-inc-mill-valley-ca-123233) ([md](https://advisorcensus.com/firm/rising-capital-inc-mill-valley-ca-123233.md)) | 123233 | Mill Valley, CA | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly | | [Schmitz Capital Partners, LLC](https://advisorcensus.com/firm/schmitz-capital-partners-llc-mill-valley-ca-105702) ([md](https://advisorcensus.com/firm/schmitz-capital-partners-llc-mill-valley-ca-105702.md)) | 105702 | Mill Valley, CA | SEC-registered investment adviser | $100 million to $500 million | 37 | % of assets, Hourly, Fixed fee, Commissions | | [Sivia Capital Partners, LLC](https://advisorcensus.com/firm/sivia-capital-partners-llc-mill-valley-ca-170413) ([md](https://advisorcensus.com/firm/sivia-capital-partners-llc-mill-valley-ca-170413.md)) | 170413 | Mill Valley, CA | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets | | [Spatial Capital LLC](https://advisorcensus.com/firm/spatial-capital-llc-mill-valley-ca-326701) ([md](https://advisorcensus.com/firm/spatial-capital-llc-mill-valley-ca-326701.md)) | 326701 | Mill Valley, CA | Exempt reporting adviser | Not reported | 3 | Not reported | | [Upside Partnership](https://advisorcensus.com/firm/upside-partnership-mill-valley-ca-172594) ([md](https://advisorcensus.com/firm/upside-partnership-mill-valley-ca-172594.md)) | 172594 | Mill Valley, CA | Exempt reporting adviser | Not reported | 1 | Not reported | | [Urban Investment Advisors](https://advisorcensus.com/firm/urban-investment-advisors-mill-valley-ca-222524) ([md](https://advisorcensus.com/firm/urban-investment-advisors-mill-valley-ca-222524.md)) | 222524 | Mill Valley, CA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Fixed fee, Performance fee | | [Violich Capital Management](https://advisorcensus.com/firm/violich-capital-management-mill-valley-ca-111410) ([md](https://advisorcensus.com/firm/violich-capital-management-mill-valley-ca-111410.md)) | 111410 | Mill Valley, CA | SEC-registered investment adviser | $1 billion to $5 billion | 27 | % of assets | | [Vopne Capital, LLC](https://advisorcensus.com/firm/vopne-capital-llc-mill-valley-ca-171549) ([md](https://advisorcensus.com/firm/vopne-capital-llc-mill-valley-ca-171549.md)) | 171549 | Mill Valley, CA | Exempt reporting adviser | Not reported | 8 | Not reported | | [Wasi](https://advisorcensus.com/firm/wasi-mill-valley-ca-131689) ([md](https://advisorcensus.com/firm/wasi-mill-valley-ca-131689.md)) | 131689 | Mill Valley, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets | | [Wireframe Management, LLC](https://advisorcensus.com/firm/wireframe-management-llc-mill-valley-ca-285677) ([md](https://advisorcensus.com/firm/wireframe-management-llc-mill-valley-ca-285677.md)) | 285677 | Mill Valley, CA | Exempt reporting adviser | Not reported | 3 | Not reported | | [YLV Management LLC](https://advisorcensus.com/firm/ylv-management-llc-mill-valley-ca-168740) ([md](https://advisorcensus.com/firm/ylv-management-llc-mill-valley-ca-168740.md)) | 168740 | Mill Valley, CA | Exempt reporting adviser | Not reported | 13 | Not reported | ## Questions people ask **How many financial advisory firms are there in Mill Valley, CA?** AdvisorCensus lists 44 investment advisory firms with a principal office in Mill Valley, California (part of the San Francisco metro area), from Form ADV filings as of October 2026: 19 SEC-registered, 8 state-registered, and 17 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV. **How many fee-only financial advisors are in Mill Valley, CA?** 10 of the 44 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed. **How many financial advisors in Mill Valley, CA offer financial planning?** 11 of the 27 firms in Mill Valley, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports. **Are the financial advisors in Mill Valley, CA fiduciaries?** Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 10 firms that meet AdvisorCensus's fee-only test report none of those sales ties. **How do I check whether a financial advisor has disciplinary disclosures?** Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck. **Does AdvisorCensus rate, verify, or recommend these firms?** No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content. **What does regulatory assets under management mean?** Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality. ## Related pages - [Financial advisors in California](https://advisorcensus.com/advisors/ca) (https://advisorcensus.com/advisors/ca.md) - [Financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco) (https://advisorcensus.com/advisors/ca/san-francisco.md) - [Fee-only financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/fee-only) (https://advisorcensus.com/advisors/ca/san-francisco/fee-only.md) - [Flat-fee financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/flat-fee) (https://advisorcensus.com/advisors/ca/san-francisco/flat-fee.md) - [Hourly financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/hourly) (https://advisorcensus.com/advisors/ca/san-francisco/hourly.md) - [Financial advisors for dentists in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/dentists) (https://advisorcensus.com/advisors/ca/san-francisco/dentists.md) - 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Financial advisors in Mill Valley, CA: 44 firms from Form ADV filings as of October 2026.