Westhill Financial Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in San Rafael, CA. Its latest Form ADV filing, dated March 12, 2026, reports $789M in regulatory assets under management, 11 employees, 11 offices, and 1,272 accounts.
Assets Under Management
$789M
Employees
11
Offices
11 offices
Total Clients
426
Primary office
SAN RAFAEL, CA
999 FIFTH AVE., SUITE 300, SAN RAFAEL, CA, United States
Top client segmentHNWI represent 50.2% of total clients.
Top client categories% of clientsClients
1
HNWI
50.2%
214
2
Individuals
46.9%
200
3
Pension Plans
1.9%
8
4
Corporations
0.9%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$789Mas of March 12, 2026
Discretionary98.2%
$776M
98% of total RAUM98.2%
Non-discretionary1.8%
$14M
2% of total RAUM1.8%
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.
Total AUM$789M
Total Accounts1,272
10Y AUM Change+$529M (+203.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee39:1
10Y Employee Change0 (0.0%)
* 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.