Firms by city
Registered investment advisers in Mill Valley, CA
17 SEC-registered advisers headquartered in Mill Valley, listed by regulatory assets under management as reported on Form ADV.
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17 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Aequim Alternative Investments | Mill Valley, CA | $8.25B |
| Urban Investment Advisors, Inc., | Mill Valley, CA | $2.45B |
| CAI Manager | Mill Valley, CA | $2.18B |
| Private Wealth Partners | Mill Valley, CA | $1.92B |
| Sivia Capital Partners | Mill Valley, CA | $1.24B |
| Violich Capital Management | Mill Valley, CA | $1.04B |
| Relevant Wealth Advisors | Mill Valley, CA | $799M |
| Cypress Point Investment Management | Mill Valley, CA | $512M |
| Gordian Wealth Advisors | Mill Valley, CA | $489M |
| GroundForce Capital Management | Mill Valley, CA | $439M |
| BayHunt Capital | Mill Valley, CA | $362M |
| WrapManager | Mill Valley, CA | $337M |
| The Litigation Fund Manager | Mill Valley, CA | $290M |
| Miller Avenue Advisors | Mill Valley, CA | $281M |
| Aspirean Wealth | Mill Valley, CA | $233M |
| Schmitz Capital Partners | Mill Valley, CA | $132M |
| Cambrian Asset Management | Mill Valley, CA | $122M |
- Headquarters
- Mill Valley, CA
- Regulatory AUM
- $8.25B
- Headquarters
- Mill Valley, CA
- Regulatory AUM
- $2.45B
- Headquarters
- Mill Valley, CA
- Regulatory AUM
- $2.18B
- Headquarters
- Mill Valley, CA
- Regulatory AUM
- $1.92B
- Headquarters
- Mill Valley, CA
- Regulatory AUM
- $1.24B
- Headquarters
- Mill Valley, CA
- Regulatory AUM
- $1.04B
- Headquarters
- Mill Valley, CA
- Regulatory AUM
- $799M
- Headquarters
- Mill Valley, CA
- Regulatory AUM
- $512M
- Headquarters
- Mill Valley, CA
- Regulatory AUM
- $489M
- Headquarters
- Mill Valley, CA
- Regulatory AUM
- $439M
- Headquarters
- Mill Valley, CA
- Regulatory AUM
- $362M
- Headquarters
- Mill Valley, CA
- Regulatory AUM
- $337M
- Headquarters
- Mill Valley, CA
- Regulatory AUM
- $290M
- Headquarters
- Mill Valley, CA
- Regulatory AUM
- $281M
- Headquarters
- Mill Valley, CA
- Regulatory AUM
- $233M
- Headquarters
- Mill Valley, CA
- Regulatory AUM
- $132M
- Headquarters
- Mill Valley, CA
- Regulatory AUM
- $122M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Mill Valley on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.