Top 10 financial advisor firms in San Rafael

20 SEC-registered financial advisor firms are headquartered in San Rafael, CA, with $12.1B in combined regulatory assets under management. The largest by assets are Ohana Advisors Management ($2.78B), Fiduciary Financial Group ($1.12B) and Hutchinson Capital Management ($942M).

20
Financial advisor firms: $12.1B
Their combined AUM: $415M
Median firm AUM: 4,878
Clients of the top 10

The 10 largest by assets

1
Ohana Advisors Management
RIA
$2.78B
Regulatory AUM
2
Fiduciary Financial Group
RIA
$1.12B
0.35% to 0.95% a year
3
Hutchinson Capital Management
RIA
$942M
0.40% to 1.00% a year
4
Stonebridge Financial Group
RIA
$896M
Up to 1.50% a year
5
Tran Capital Management
RIA
$890M
Regulatory AUM
6
Westhill Financial Advisors
RIA
$789M
0.30% to 1.35% a year
7
Ridgecrest Wealth Partners
RIA
$705M
Up to 1.50% a year
8
Meritas Wealth Management
RIA
$619M
0.40% to 1.00% a year
9
Stewart Wealth Management
RIA
$582M
0.75% to 1.00% a year
10
O'Donnell Financial Services
RIA
$427M
1.25% to 1.85% a year

Profiles of the top 10

No. 1 · RIA

Ohana Advisors Management

Ohana Advisors Management is an investment adviser based in San Rafael, CA, registered with the SEC since 2012. It provides financial planning and investment management. Its clients include high-net-worth individuals and pooled investment vehicles. Its regulatory assets under management total $2.78 billion, as filed on 22 May 2026.

Regulatory AUM: $2.78B
Clients: 22
Advisory staff: 5
Headquarters: 101 Lucas Valley, Suite 202, San Rafael, CA 94903
Phone: 415-226-4100
Website: ohanaadvisors.com

No. 2 · RIA

Fiduciary Financial Group

Fiduciary Financial Group is an investment adviser based in San Rafael, CA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.12 billion, as filed on 26 August 2026.

Fiduciary Financial Group charges 0.35%–0.95% a year for its Asset Management.

Regulatory AUM: $1.12B
Clients: 415
Advisory staff: 9
Founded: 2016
Fee schedule: 0.35% to 0.95% a year
Custodians: Charles Schwab
Headquarters: 1101 Fifth Avenue, Suite 305, San Rafael, CA 94901
Phone: 415-352-1100
Website: ffgwealth.com

No. 3 · RIA

Hutchinson Capital Management

Hutchinson Capital Management is an investment adviser based in San Rafael, CA, registered with the SEC since 1995. 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 $942 million, as filed on 30 March 2026.

Hutchinson Capital Management charges 0.40%–1.00% a year for its Advisory Fees.

Regulatory AUM: $942M
Clients: 296
Advisory staff: 5
Fee schedule: 0.40% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 1101 Fifth Avenue, Suite 160, San Rafael, CA 94901
Phone: 415-464-5650
Website: hcm-wealth.com

No. 4 · RIA

Stonebridge Financial Group

Stonebridge Financial Group is an investment adviser based in San Rafael, CA, registered with the SEC since 2026. 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 $896 million, as filed on 7 August 2026.

Stonebridge Financial Group charges up to 1.50% a year for its Wealth Management.

Regulatory AUM: $896M
Clients: 951
Advisory staff: 12
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab
Headquarters: 100 Smith Ranch Road, Suite 112, San Rafael, CA 94903
Phone: 415-461-4961
Website: stonebridgefinancialgrp.com

No. 5 · RIA

Tran Capital Management

Tran Capital Management is an investment adviser based in San Rafael, CA, registered with the SEC since 1974. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $890 million, as filed on 23 February 2026.

Regulatory AUM: $890M
Clients: 348
Advisory staff: 3
Custodians: Fidelity, Charles Schwab, First Financial Trust
Headquarters: 1000 4th St, Suite 800, San Rafael, CA 94901
Phone: 415-461-3800
Website: trancapital.com

No. 6 · RIA

Westhill Financial Advisors

Westhill Financial Advisors is an investment adviser based in San Rafael, CA, registered with the SEC since 2010. 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 $789 million, as filed on 11 August 2026.

Westhill Financial Advisors charges 0.30%–1.35% a year for its Investment Management.

Regulatory AUM: $789M
Clients: 426
Advisory staff: 6
Founded: 1989
Fee schedule: 0.30% to 1.35% a year
Minimum account: $1,000,000
Custodians: Charles Schwab
Headquarters: 999 Fifth Ave., Suite 300, San Rafael, CA 94901
Phone: 415-456-2292
Website: westhillfa.com

No. 7 · RIA

Ridgecrest Wealth Partners

Ridgecrest Wealth Partners is an investment adviser based in San Rafael, CA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $705 million, as filed on 17 March 2026.

Ridgecrest Wealth Partners charges up to 1.50% a year for its Investment Management Services.

Regulatory AUM: $705M
Clients: 744
Advisory staff: 2
Founded: 2020
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab
Headquarters: 851 Irwin St, #225C, San Rafael, CA 94901
Phone: 415-227-2881
Website: ridgecrestwp.com

No. 8 · RIA

Meritas Wealth Management

Meritas Wealth Management is an investment adviser based in San Rafael, CA, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $619 million, as filed on 27 March 2026.

Meritas Wealth Management charges 0.40%–1.00% a year for its Asset Management Fees.

Regulatory AUM: $619M
Clients: 335
Advisory staff: 5
Founded: 2008
Fee schedule: 0.40% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 3950 Civic Center Drive, Suite 210, San Rafael, CA 94903
Phone: 415-300-4560
Website: meritaswealth.com

No. 9 · RIA

Stewart Wealth Management

Stewart Wealth Management is an investment adviser based in San Rafael, CA, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $582 million, as filed on 12 March 2026.

Stewart Wealth Management charges 0.75%–1.00% a year for its Investment Advisory Fees.

Regulatory AUM: $582M
Clients: 346
Advisory staff: 3
Fee schedule: 0.75% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 1050 Northgate Drive, Suite 333, San Rafael, CA 94903
Phone: 415-499-1544
Website: stewartwealthmgt.com

No. 10 · RIA

O'Donnell Financial Services

O'Donnell Financial Services is an investment adviser based in San Rafael, CA, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $427 million, as filed on 26 March 2026.

O'Donnell Financial Services charges 1.25%–1.85% a year for its Wrap Asset Management.

Regulatory AUM: $427M
Clients: 995
Advisory staff: 4
Fee schedule: 1.25% to 1.85% a year
Custodians: Charles Schwab
Headquarters: 1101 Fifth Ave., Suite 150, San Rafael, CA 94901
Phone: 866-496-2300
Website: odfigroup.com

Questions about financial advisors in San Rafael

How many financial advisor firms are headquartered in San Rafael?

20 SEC-registered financial advisor firms report their principal office in San Rafael, CA, managing $12.1B in regulatory assets between them. The other 3 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 San Rafael?

Ohana Advisors Management, with $2.78B in regulatory assets under management on its latest Form ADV. The next largest are Fiduciary Financial Group ($1.12B) and Hutchinson Capital Management ($942M).

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

How large is a typical financial advisor firm in San Rafael?

The median firm manages $415M in regulatory assets. That is the midpoint of the 20 firms headquartered in San Rafael.

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

How much do financial advisors in San Rafael charge?

Of the 10 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.95% to 1.85% 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 San Rafael?

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

San Rafael has 20 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in San Rafael

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