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Financial Advisors in Novato, California

Our hand-picked list of 7 financial advisors serving Novato, California. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Novato

Financial professionals in Novato should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Novato

ALPHA WEALTH MANAGEMENT AND PLANNING LLC

350 IGNACIO BLVD, NOVATO, CA 94949

📞 (415) 506-••••

Edward Jones

195, San Marin Drive, Novato, CA, 94945

📞 +1-415-892-••••

HENNESSY ADVISORS, INC.

7250 REDWOOD BOULEVARD, NOVATO, CA 94945

📞 (415) 899-••••

HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.

100 PROFESSIONAL CENTER DRIVE, NOVATO, CA 94947

📞 (415) 259-••••

KETRON FINANCIAL LLC

1500 GRANT AVE STE 238, NOVATO, CA 94945

📞 (415) 892-••••

MARIN WEALTH ADVISORS LLC

371 BEL MARIN KEYS BLVD., NOVATO, CA 94949

📞 (415) 458-••••

MCM WEALTH

7250 REDWOOD BLVD, NOVATO, CA 94945

📞 (844) 626-••••

Frequently Asked Questions

Where can I find financial advisors in Novato, California?

Novato, California has 7 financial advisors listed in our directory. ALPHA WEALTH MANAGEMENT AND PLANNING LLC is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in California?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Novato?

Financial professionals in Novato should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Novato?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Novato-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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