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Financial Advisors in Sausalito, California

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

About Hiring a Financial Advisor in Sausalito

Financial professionals in Sausalito 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 Sausalito

APERIO GROUP, LLC

THREE HARBOR DRIVE, SAUSALITO, CA 94965

📞 (415) 339-••••

CALDWELL SUTTER CAPITAL, INC.

30 LIBERTY SHIP WAY #3225, SAUSALITO, CA 94965

📞 (415) 962-••••

DELTA ACCUMULATION, LLC

85 LIBERTY SHIP WAY, SAUSALITO, CA 94965

📞 (415) 480-••••

PROSPECT CAPITAL ADVISORS, LLC

501 HUMBOLDT AVENUE, 2ND FLOOR, SAUSALITO, CA 94965

📞 (415) 331-••••

REVELATION CAPITAL MANAGEMENT, LLC

300 TURNEY STREET, SAUSALITO, CA 94965

📞 (415) 636-••••

VERITY WEALTH ADVISORS, LLC

ONE HARBOR DRIVE, SAUSALITO, CA 94965

📞 (415) 561-••••

VERT ASSET MANAGEMENT LLC

85 LIBERTY SHIP WAY, SAUSALITO, CA 94965

📞 (415) 650-••••

TALKOT CAPITAL, LLC

30 LIBERTY SHIP WAY

📞 415-332-••••

Frequently Asked Questions

Where can I find financial advisors in Sausalito, California?

Sausalito, California has 8 financial advisors listed in our directory. APERIO 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 Sausalito?

Financial professionals in Sausalito 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 Sausalito?

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

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