# Financial advisors in San Rafael, CA

> AdvisorCensus lists 44 investment advisory firms with a principal office in San Rafael, 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/san-rafael

## At a glance

- Investment advisory firms: 44
- Registration: SEC-registered investment adviser: 24, State-registered investment adviser: 13, Exempt reporting adviser: 7
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 20 (54%); Percentage of assets 35 (95%); Hourly charges 17 (46%); Fixed fees 26 (70%); Commissions 1 (3%); Performance-based fees 1 (3%); Other 1 (3%); No compensation arrangements reported 7
- Regulatory assets under management (Item 5.F): Under $25 million 1 (2%); $25 million to $100 million 10 (23%); $100 million to $500 million 12 (27%); $500 million to $1 billion 7 (16%); $1 billion to $5 billion 3 (7%); Over $5 billion 2 (5%); Not reported 9 (20%)
- Years registered: Under 5 years 12 (27%); 5 to 9 years 13 (30%); 10 to 19 years 9 (20%); 20 years or more 9 (20%); 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 |
| --- | --- | --- | --- | --- | --- | --- |
| [AQT Capital Management, LLC](https://advisorcensus.com/firm/aqt-capital-management-llc-san-rafael-ca-338922) ([md](https://advisorcensus.com/firm/aqt-capital-management-llc-san-rafael-ca-338922.md)) | 338922 | San Rafael, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Attune Financial Planning, LLC](https://advisorcensus.com/firm/attune-financial-planning-llc-san-rafael-ca-159395) ([md](https://advisorcensus.com/firm/attune-financial-planning-llc-san-rafael-ca-159395.md)) | 159395 | San Rafael, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee, Other |
| [AWR Investment Management, LLC](https://advisorcensus.com/firm/awr-investment-management-llc-san-rafael-ca-118538) ([md](https://advisorcensus.com/firm/awr-investment-management-llc-san-rafael-ca-118538.md)) | 118538 | San Rafael, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Bay City Capital GF Xinde Investment Management Co](https://advisorcensus.com/firm/bay-city-capital-gf-xinde-investment-management-co-san-rafael-ca-286040) ([md](https://advisorcensus.com/firm/bay-city-capital-gf-xinde-investment-management-co-san-rafael-ca-286040.md)) | 286040 | San Rafael, CA | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [Brave Capital Management LLC](https://advisorcensus.com/firm/brave-capital-management-llc-san-rafael-ca-326578) ([md](https://advisorcensus.com/firm/brave-capital-management-llc-san-rafael-ca-326578.md)) | 326578 | San Rafael, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Capital Trust Advisors](https://advisorcensus.com/firm/capital-trust-advisors-san-rafael-ca-134174) ([md](https://advisorcensus.com/firm/capital-trust-advisors-san-rafael-ca-134174.md)) | 134174 | San Rafael, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Cayman Capital Management, Inc.](https://advisorcensus.com/firm/cayman-capital-management-inc-san-rafael-ca-299894) ([md](https://advisorcensus.com/firm/cayman-capital-management-inc-san-rafael-ca-299894.md)) | 299894 | San Rafael, CA | State-registered investment adviser | Not reported | 7 | Fixed fee |
| [Csuite Investment LLC](https://advisorcensus.com/firm/csuite-investment-llc-san-rafael-ca-299116) ([md](https://advisorcensus.com/firm/csuite-investment-llc-san-rafael-ca-299116.md)) | 299116 | San Rafael, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Cypress Praxis, LLC](https://advisorcensus.com/firm/cypress-praxis-llc-san-rafael-ca-111716) ([md](https://advisorcensus.com/firm/cypress-praxis-llc-san-rafael-ca-111716.md)) | 111716 | San Rafael, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [DGA Capital, LLC](https://advisorcensus.com/firm/dga-capital-llc-san-rafael-ca-291740) ([md](https://advisorcensus.com/firm/dga-capital-llc-san-rafael-ca-291740.md)) | 291740 | San Rafael, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Fiduciary Financial Group, LLC](https://advisorcensus.com/firm/fiduciary-financial-group-llc-san-rafael-ca-285681) ([md](https://advisorcensus.com/firm/fiduciary-financial-group-llc-san-rafael-ca-285681.md)) | 285681 | San Rafael, CA | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Fixed fee |
| [Financial Concepts Unlimited, Inc.](https://advisorcensus.com/firm/financial-concepts-unlimited-inc-san-rafael-ca-136880) ([md](https://advisorcensus.com/firm/financial-concepts-unlimited-inc-san-rafael-ca-136880.md)) | 136880 | San Rafael, CA | State-registered investment adviser | Not reported | 27 | % of assets, Hourly |
| [Freestyle Capital Management, LLC](https://advisorcensus.com/firm/freestyle-capital-management-llc-san-rafael-ca-163087) ([md](https://advisorcensus.com/firm/freestyle-capital-management-llc-san-rafael-ca-163087.md)) | 163087 | San Rafael, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Global Retirement Partners LLC](https://advisorcensus.com/firm/global-retirement-partners-llc-san-rafael-ca-172011) ([md](https://advisorcensus.com/firm/global-retirement-partners-llc-san-rafael-ca-172011.md)) | 172011 | San Rafael, CA | SEC-registered investment adviser | Over $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [HCM Wealth](https://advisorcensus.com/firm/hcm-wealth-san-rafael-ca-106158) ([md](https://advisorcensus.com/firm/hcm-wealth-san-rafael-ca-106158.md)) | 106158 | San Rafael, CA | SEC-registered investment adviser | $500 million to $1 billion | 31 | % of assets, Hourly, Fixed fee |
| [Hutchinson & Ziegler Financial Advisors, Inc.](https://advisorcensus.com/firm/hutchinson-and-ziegler-financial-advisors-inc-san-rafael-ca-145096) ([md](https://advisorcensus.com/firm/hutchinson-and-ziegler-financial-advisors-inc-san-rafael-ca-145096.md)) | 145096 | San Rafael, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Jocelyn Investment Management, LLC](https://advisorcensus.com/firm/jocelyn-investment-management-llc-san-rafael-ca-323831) ([md](https://advisorcensus.com/firm/jocelyn-investment-management-llc-san-rafael-ca-323831.md)) | 323831 | San Rafael, CA | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Hourly, Fixed fee |
| [Lava Creek Capital Management, LLC](https://advisorcensus.com/firm/lava-creek-capital-management-llc-san-rafael-ca-165536) ([md](https://advisorcensus.com/firm/lava-creek-capital-management-llc-san-rafael-ca-165536.md)) | 165536 | San Rafael, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [Longview Financial Advisors, LLC](https://advisorcensus.com/firm/longview-financial-advisors-llc-san-rafael-ca-291192) ([md](https://advisorcensus.com/firm/longview-financial-advisors-llc-san-rafael-ca-291192.md)) | 291192 | San Rafael, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Lyle & Forsyth Investment Managers](https://advisorcensus.com/firm/lyle-and-forsyth-investment-managers-san-rafael-ca-10603) ([md](https://advisorcensus.com/firm/lyle-and-forsyth-investment-managers-san-rafael-ca-10603.md)) | 10603 | San Rafael, CA | SEC-registered investment adviser | $100 million to $500 million | 44 | % of assets |
| [Madden Creek Advisors](https://advisorcensus.com/firm/madden-creek-advisors-san-rafael-ca-270010) ([md](https://advisorcensus.com/firm/madden-creek-advisors-san-rafael-ca-270010.md)) | 270010 | San Rafael, CA | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [Madrone Investment Advisory, LLC](https://advisorcensus.com/firm/madrone-investment-advisory-llc-san-rafael-ca-149549) ([md](https://advisorcensus.com/firm/madrone-investment-advisory-llc-san-rafael-ca-149549.md)) | 149549 | San Rafael, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | Fixed fee |
| [Marin Wealth Advisors LLC](https://advisorcensus.com/firm/marin-wealth-advisors-llc-san-rafael-ca-123237) ([md](https://advisorcensus.com/firm/marin-wealth-advisors-llc-san-rafael-ca-123237.md)) | 123237 | San Rafael, CA | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Fixed fee |
| [McClurg Capital Corporation](https://advisorcensus.com/firm/mcclurg-capital-corporation-san-rafael-ca-16798) ([md](https://advisorcensus.com/firm/mcclurg-capital-corporation-san-rafael-ca-16798.md)) | 16798 | San Rafael, CA | State-registered investment adviser | $25 million to $100 million | 24 | % of assets, Hourly, Commissions |
| [Meritas Wealth Management, LLC](https://advisorcensus.com/firm/meritas-wealth-management-llc-san-rafael-ca-148565) ([md](https://advisorcensus.com/firm/meritas-wealth-management-llc-san-rafael-ca-148565.md)) | 148565 | San Rafael, CA | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Hourly, Fixed fee |
| [O'Donnell Financial Services, LLC](https://advisorcensus.com/firm/o-donnell-financial-services-llc-san-rafael-ca-172520) ([md](https://advisorcensus.com/firm/o-donnell-financial-services-llc-san-rafael-ca-172520.md)) | 172520 | San Rafael, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Ohana Advisors](https://advisorcensus.com/firm/ohana-advisors-san-rafael-ca-158515) ([md](https://advisorcensus.com/firm/ohana-advisors-san-rafael-ca-158515.md)) | 158515 | San Rafael, CA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Fixed fee |
| [Pinnacle Retirement & Financial Planning](https://advisorcensus.com/firm/pinnacle-retirement-and-financial-planning-san-rafael-ca-136331) ([md](https://advisorcensus.com/firm/pinnacle-retirement-and-financial-planning-san-rafael-ca-136331.md)) | 136331 | San Rafael, CA | State-registered investment adviser | $25 million to $100 million | 28 | % of assets, Hourly, Fixed fee |
| [Redwood Financial Advisors, Inc](https://advisorcensus.com/firm/redwood-financial-advisors-inc-san-rafael-ca-119798) ([md](https://advisorcensus.com/firm/redwood-financial-advisors-inc-san-rafael-ca-119798.md)) | 119798 | San Rafael, CA | State-registered investment adviser | Under $25 million | 28 | % of assets, Hourly, Fixed fee |
| [Redwood Grove Wealth Management](https://advisorcensus.com/firm/redwood-grove-wealth-management-san-rafael-ca-150667) ([md](https://advisorcensus.com/firm/redwood-grove-wealth-management-san-rafael-ca-150667.md)) | 150667 | San Rafael, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Ridgecrest Wealth Partners, LLC](https://advisorcensus.com/firm/ridgecrest-wealth-partners-llc-san-rafael-ca-311984) ([md](https://advisorcensus.com/firm/ridgecrest-wealth-partners-llc-san-rafael-ca-311984.md)) | 311984 | San Rafael, CA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee |
| [Ritter Wealth Counsel](https://advisorcensus.com/firm/ritter-wealth-counsel-san-rafael-ca-107474) ([md](https://advisorcensus.com/firm/ritter-wealth-counsel-san-rafael-ca-107474.md)) | 107474 | San Rafael, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [RPA Financial, LLC](https://advisorcensus.com/firm/rpa-financial-llc-san-rafael-ca-294105) ([md](https://advisorcensus.com/firm/rpa-financial-llc-san-rafael-ca-294105.md)) | 294105 | San Rafael, CA | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Hourly, Fixed fee |
| [Seagate Realty Advisors LLC](https://advisorcensus.com/firm/seagate-realty-advisors-llc-san-rafael-ca-316418) ([md](https://advisorcensus.com/firm/seagate-realty-advisors-llc-san-rafael-ca-316418.md)) | 316418 | San Rafael, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Shira Ridge Wealth Management](https://advisorcensus.com/firm/shira-ridge-wealth-management-san-rafael-ca-117627) ([md](https://advisorcensus.com/firm/shira-ridge-wealth-management-san-rafael-ca-117627.md)) | 117627 | San Rafael, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Spectrum Financial Management](https://advisorcensus.com/firm/spectrum-financial-management-san-rafael-ca-127746) ([md](https://advisorcensus.com/firm/spectrum-financial-management-san-rafael-ca-127746.md)) | 127746 | San Rafael, CA | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets, Fixed fee |
| [Spitfire Capital LLC](https://advisorcensus.com/firm/spitfire-capital-llc-san-rafael-ca-143766) ([md](https://advisorcensus.com/firm/spitfire-capital-llc-san-rafael-ca-143766.md)) | 143766 | San Rafael, CA | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Performance fee |
| [Stewart Wealth Management, Inc.](https://advisorcensus.com/firm/stewart-wealth-management-inc-san-rafael-ca-143425) ([md](https://advisorcensus.com/firm/stewart-wealth-management-inc-san-rafael-ca-143425.md)) | 143425 | San Rafael, CA | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Fixed fee |
| [Stonebridge Financial Group](https://advisorcensus.com/firm/stonebridge-financial-group-san-rafael-ca-340200) ([md](https://advisorcensus.com/firm/stonebridge-financial-group-san-rafael-ca-340200.md)) | 340200 | San Rafael, CA | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets, Fixed fee |
| [The Putney Financial Group LLC](https://advisorcensus.com/firm/the-putney-financial-group-llc-san-rafael-ca-111639) ([md](https://advisorcensus.com/firm/the-putney-financial-group-llc-san-rafael-ca-111639.md)) | 111639 | San Rafael, CA | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly, Fixed fee |
| [Tran Capital Management, L.P.](https://advisorcensus.com/firm/tran-capital-management-l-p-san-rafael-ca-107049) ([md](https://advisorcensus.com/firm/tran-capital-management-l-p-san-rafael-ca-107049.md)) | 107049 | San Rafael, CA | SEC-registered investment adviser | $500 million to $1 billion | 52 | % of assets |
| [Uplifting Capital](https://advisorcensus.com/firm/uplifting-capital-san-rafael-ca-321054) ([md](https://advisorcensus.com/firm/uplifting-capital-san-rafael-ca-321054.md)) | 321054 | San Rafael, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Westhill Financial Advisors, Inc.](https://advisorcensus.com/firm/westhill-financial-advisors-inc-san-rafael-ca-152506) ([md](https://advisorcensus.com/firm/westhill-financial-advisors-inc-san-rafael-ca-152506.md)) | 152506 | San Rafael, CA | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Hourly, Fixed fee |
| [Wulff, Hansen & Co.](https://advisorcensus.com/firm/wulff-hansen-and-co-san-rafael-ca-908) ([md](https://advisorcensus.com/firm/wulff-hansen-and-co-san-rafael-ca-908.md)) | 908 | San Rafael, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |

## Questions people ask

**How many financial advisory firms are there in San Rafael, CA?**
AdvisorCensus lists 44 investment advisory firms with a principal office in San Rafael, California (part of the San Francisco metro area), from Form ADV filings as of October 2026: 24 SEC-registered, 13 state-registered, and 7 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 San Rafael, CA?**
20 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 San Rafael, CA offer financial planning?**
28 of the 37 firms in San Rafael, 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 San Rafael, 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 20 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.

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Cite as: AdvisorCensus. Financial advisors in San Rafael, CA: 44 firms from Form ADV filings as of October 2026.