Top 8 financial advisor firms in Mill Valley

8 SEC-registered financial advisor firms are headquartered in Mill Valley, CA, with $5.67B in combined regulatory assets under management. The largest by assets are Private Wealth Partners ($1.92B), Sivia Capital Partners ($1.24B) and Violich Capital Management ($1.04B).

8
Financial advisor firms: $5.67B
Their combined AUM: $413M
Median firm AUM: 1,221
Clients of the top 8

The 8 largest by assets

1
Private Wealth Partners
RIA
$1.92B
0.75% to 1.00% a year
2
Sivia Capital Partners
RIA
$1.24B
Up to 2.00% a year
3
Violich Capital Management
RIA
$1.04B
Regulatory AUM
4
Gordian Wealth Advisors
RIA
$489M
1.00% to 1.50% a year
5
WrapManager
RIA
$337M
Up to 2.00% a year
6
Miller Avenue Advisors
RIA
$281M
Regulatory AUM
7
Aspirean Wealth
RIA
$233M
Up to 1.60% a year
8
Schmitz Capital Partners
RIA
$132M
0.65% to 1.50% a year

Profiles of the top 8

No. 1 · RIA

Private Wealth Partners

Private Wealth Partners is an investment adviser based in Mill Valley, CA, registered with the SEC since 2005. It provides financial planning and investment management. Its clients include high-net-worth individuals, banking or thrift institutions and individual clients. Its regulatory assets under management total $1.92 billion, as filed on 27 March 2026.

Private Wealth Partners charges 0.75%–1.00% a year for its Portfolio Management Services Fees.

Regulatory AUM: $1.92B
Clients: 258
Advisory staff: 6
Fee schedule: 0.75% to 1.00% a year
Minimum account: $1,000,000
Custodians: Charles Schwab
Headquarters: 591 Redwood Highway, Suite 3210, Mill Valley, CA 94941
Phone: 415-461-3850
Website: pwpart.com

No. 2 · RIA

Sivia Capital Partners

Sivia Capital Partners is an investment adviser based in Mill Valley, CA, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $1.24 billion, as filed on 24 June 2026.

Sivia Capital Partners charges up to 2.00% a year for its Bundled asset management, planning and family office.

Regulatory AUM: $1.24B
Clients: 55
Advisory staff: 2
Fee schedule: Up to 2.00% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 495 Miller Avenue, Suite 206, Mill Valley, CA 94941
Phone: 415-231-7490
Website: siviacapital.com

No. 3 · RIA

Violich Capital Management

Violich Capital Management is an investment adviser based in Mill Valley, CA, registered with the SEC since 1999. It provides investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $1.04 billion, as filed on 11 May 2026.

Regulatory AUM: $1.04B
Clients: 116
Advisory staff: 1
Custodians: Charles Schwab, US Bank, US Trust/Bank of America
Headquarters: 2 Belvedere Place, Suite 310, Mill Valley, CA 94941
Phone: 415-217-4444
Website: violichcapital.com

No. 4 · RIA

Gordian Wealth Advisors

Gordian Wealth Advisors is an investment adviser based in Mill Valley, CA, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $489 million, as filed on 19 March 2026.

Gordian Wealth Advisors charges 1.00%–1.50% a year for its Asset Management.

Regulatory AUM: $489M
Clients: 114
Advisory staff: 5
Founded: 2011
Fee schedule: 1.00% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 100 B Shoreline Hwy, Suite 302, Mill Valley, CA 94941
Phone: 833-467-3426
Website: gordianwa.com

No. 5 · RIA

WrapManager

WrapManager is an investment adviser based in Mill Valley, CA, registered with the SEC since 2000. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $337 million, as filed on 27 March 2026.

WrapManager charges up to 2.00% a year for its Wrap Fee Program.

Regulatory AUM: $337M
Clients: 209
Advisory staff: 4
Founded: 2000
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab
Headquarters: 319 Miller Avenue, Mill Valley, CA 94941
Phone: 415-541-7774
Website: letsassemble.com

No. 6 · RIA

Miller Avenue Advisors

Miller Avenue Advisors is an investment adviser based in Mill Valley, CA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $281 million, as filed on 25 March 2026.

Regulatory AUM: $281M
Clients: 81
Advisory staff: 3
Founded: 2021
Custodians: Charles Schwab
Headquarters: 129 Miller Avenue, Suite 622, Mill Valley, CA 94941
Phone: 415-888-8472
Website: milleraveadvisors.com

No. 7 · RIA

Aspirean Wealth

Aspirean Wealth is an investment adviser based in Mill Valley, CA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $233 million, as filed on 29 January 2026.

Aspirean Wealth charges up to 1.60% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $233M
Clients: 165
Advisory staff: 6
Founded: 2014
Fee schedule: Up to 1.60% a year
Custodians: Charles Schwab
Headquarters: 6 Knoll Lane, Suite B, Mill Valley, CA 94941
Phone: 844-687-5342
Website: aspirean.com

No. 8 · RIA

Schmitz Capital Partners

Schmitz Capital Partners is an investment adviser based in Mill Valley, CA, registered with the SEC since 1988. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $132 million, as filed on 2 April 2026.

Schmitz Capital Partners charges 0.65%–1.50% a year for its Vision 2020 Wealth Management Program.

Regulatory AUM: $132M
Clients: 223
Advisory staff: 2
Fee schedule: 0.65% to 1.50% a year
Headquarters: 655 Redwood Hwy, Ste 109, Mill Valley, CA 94941
Phone: 415-381-9075
Website: schmitzcapital.com

Questions about financial advisors in Mill Valley

How many financial advisor firms are headquartered in Mill Valley?

8 SEC-registered financial advisor firms report their principal office in Mill Valley, CA, managing $5.67B in regulatory assets between them. The other 9 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Mill Valley?

Private Wealth Partners, with $1.92B in regulatory assets under management on its latest Form ADV. The next largest are Sivia Capital Partners ($1.24B) and Violich Capital Management ($1.04B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Mill Valley?

The median firm manages $413M in regulatory assets. That is the midpoint of the 8 firms headquartered in Mill Valley.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Mill Valley charge?

Of the 8 largest firms, 6 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Mill Valley?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Mill Valley has 8 financial advisor firms; see every adviser in the city →

The 8 largest by assets

Profiles of the top 8

Questions about financial advisors in Mill Valley

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