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Financial Advisors in San Rafael, California

Our hand-picked list of 8 financial advisors serving San Rafael, California. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in San Rafael

Financial professionals in San Rafael 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 San Rafael

FIDUCIARY FINANCIAL GROUP, LLC

1101 FIFTH AVENUE, SAN RAFAEL, CA 94901

📞 (415) 352-••••

GLOBAL RETIREMENT PARTNERS LLC

4340 REDWOOD HIGHWAY, SAN RAFAEL, CA 94903

📞 (415) 526-••••

HCM WEALTH

1101 FIFTH AVENUE, SAN RAFAEL, CA 94901

📞 (415) 464-••••

JOCELYN INVESTMENT MANAGEMENT, LLC

100 SMITH RANCH ROAD, SAN RAFAEL, CA 94903

📞 (415) 256-••••

LYLE & FORSYTH INVESTMENT MANAGERS

165 NORTH REDWOOD DRIVE, SAN RAFAEL, CA 94903

📞 (415) 492-••••

MADRONE INVESTMENT ADVISORY, LLC

1101 5TH AVE, SAN RAFAEL, CA 94901

📞 (415) 785-••••

Marin Wealth Advisors LLC

899, Northgate Drive, San Rafael, CA, 94903

📞 +1 415-458-••••

MERITAS WEALTH MANAGEMENT, LLC

3950 CIVIC CENTER DRIVE, SAN RAFAEL, CA 94903

📞 (415) 300-••••

Frequently Asked Questions

Where can I find financial advisors in San Rafael, California?

San Rafael, California has 8 financial advisors listed in our directory. FIDUCIARY FINANCIAL GROUP, 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 San Rafael?

Financial professionals in San Rafael 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 San Rafael?

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

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