Fiduciary advisors in Mill Valley, CA

20 registered advisers

Mill Valley is a Marin County community known for its concentration of tech executives and creative professionals who left San Francisco, and 20 SEC-registered fiduciary firms serve local investors. Of those, 17 are fee-only practices that do not earn commissions from financial product sales. Local investors can compare fee structures, disciplinary records, and AUM data for each firm in the directory below.

AEQUIM ALTERNATIVE INVESTMENTS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mill Valley, CaliforniaCRD #293127
Typical Fee--
AUM$4.8B
Minimum--
Clients4

ASPIREAN WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mill Valley, CaliforniaCRD #173138
Typical Fee--
AUM$233M
Minimum--
Clients452

ASSEMBLY WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mill Valley, CaliforniaCRD #108834
Typical Fee--
AUM$433M
Minimum--
Clients568

BAYHUNT CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mill Valley, CaliforniaCRD #333514
Typical Fee--
AUM$362M
Minimum--
Clients2

BOLDIN ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mill Valley, CaliforniaCRD #294881
Typical Fee--
AUM--
Minimum--
Clients--

CAI MANAGER LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mill Valley, CaliforniaCRD #310205
Typical Fee--
AUM$1.5B
Minimum--
Clients12

CAMBRIAN ASSET MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mill Valley, CaliforniaCRD #291953
Typical Fee--
AUM$171M
Minimum--
Clients3

CYPRESS POINT INVESTMENT MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mill Valley, CaliforniaCRD #316549
Typical Fee--
AUM$284M
Minimum--
Clients4

DIPSEA CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mill Valley, CaliforniaCRD #257787
Typical Fee--
AUM$103M
Minimum--
Clients6

GORDIAN CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mill Valley, CaliforniaCRD #337799
Typical Fee--
AUM$16M
Minimum--
Clients2

GORDIAN WEALTH ADVISORS, LLC

Clean RecordAlso Compensated via Brokerage
Mill Valley, CaliforniaCRD #281775
Typical Fee--
AUM$348M
Minimum--
Clients343

GROUNDFORCE CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Mill Valley, CaliforniaCRD #299383
Typical Fee--
AUM$504M
Minimum--
Clients6

LITFUND

Fee-Only, No ConflictsClean Record
Mill Valley, CaliforniaCRD #330517
Typical Fee--
AUM$215M
Minimum--
Clients5

MILLER AVENUE ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mill Valley, CaliforniaCRD #313523
Typical Fee--
AUM$186M
Minimum--
Clients402

PRIVATE WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mill Valley, CaliforniaCRD #133802
Typical Fee--
AUM$2.0B
Minimum--
Clients609

RCM ROBINSON CAPITAL MANAGEMENT LLC

Clean RecordAlso Compensated via Brokerage
Mill Valley, CaliforniaCRD #112814
Typical Fee--
AUM$108M
Minimum--
Clients10

RELEVANT WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mill Valley, CaliforniaCRD #1489
Typical Fee--
AUM$682M
Minimum--
Clients41

SCHMITZ CAPITAL PARTNERS, LLC

Clean RecordAlso Compensated via Brokerage
Mill Valley, CaliforniaCRD #105702
Typical Fee--
AUM$125M
Minimum--
Clients311

SIVIA CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mill Valley, CaliforniaCRD #170413
Typical Fee--
AUM$641M
Minimum--
Clients339

VIOLICH CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mill Valley, CaliforniaCRD #111410
Typical Fee--
AUM$912M
Minimum--
Clients259
Fiduciary Advisors in Mill Valley, California | FiduciaryListings