Marin Financial Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Larkspur, CA. Its latest Form ADV filing, dated March 18, 2026, reports $389M in regulatory assets under management, 2 employees, and 161 accounts.
Assets Under Management
$389M
Employees
2
Offices
--
Total Clients
161
Primary office
LARKSPUR, CA
80 EAST SIR FRANCIS DRAKE BLVD, SUITE 1A, LARKSPUR, CA, United States
Top client segmentHNWI represent 64.6% of total clients.
Top client categories% of clientsClients
1
HNWI
64.6%
104
2
Individuals
32.9%
53
3
Pension Plans
1.2%
2
4
Corporations
1.2%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$389Mas of March 18, 2026
Discretionary98.8%
$384M
99% of total RAUM98.8%
Non-discretionary1.2%
$5M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$389M
Total Accounts161
10Y AUM Change$-61M (-13.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee81:1
10Y Employee Change-3 (-60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.