California · 3 advisers
Financial Advisors in San Anselmo, California
Looking for a financial advisor in San Anselmo, California? Falists indexes 3 SEC-registered and state-registered investment advisers in San Anselmo — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 1 firms list a website you can visit directly. Firms in this directory manage up to $375.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
1
Largest AUM
$375.6M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in San Anselmo
Ranked by AUM · Fees, team & specialties at a glance
MARIN BAY WEALTH ADVISORS, LLC
San Anselmo, CA
AUM
$375.6M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
415-425-6492
ARSENIO CAPITAL MANAGEMENT LLC
San Anselmo, CA
AUM
—
Team
1 advisors
Clients
0
Fees
Hourly charges · Subscription fees +1 more
415-461-4350
More cities in California
Common questions
- How many financial advisors are in San Anselmo, California?
- 3 registered investment advisers are listed in our San Anselmo directory, sourced from public SEC filings.
- What types of advisors are in San Anselmo?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in San Anselmo?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.