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Top RIA Firms in Mill Valley, California
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Mill Valley, California. This hub covers 19 matching firms with $19.2B in total reported AUM and median AUM of $439.2M.
Firms
19
Matching current profiles
Total AUM
$19.2B
Reported regulatory AUM
Median AUM
$439.2M
Across firms with AUM
Largest firm
$8.2B
Aequim Alternative Investments LP
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Aequim Alternative Investments LP CRD 293127 · Limited Partnership | MILL VALLEY, CA | $8.2B Mar 2026 | +$3.8B+86.7% | +$3.5B+75.4% | +$7.2B+658.1% | — | +3 employees+37.5% over 3Y | +1 accounts+25.0% over 3Y |
| 2. Cai Manager LP CRD 310205 · Limited Partnership | MILL VALLEY, CA | $2.2B Mar 2026 | +$801.2M+58.2% | +$1.4B+190.7% | +$1.9B+824.0% | +$1.9B+824.0% | +8 employees+88.9% over 3Y | +7 accounts+116.7% over 3Y |
| 3. Private Wealth Partners, LLC CRD 133802 · Limited Liability Company | MILL VALLEY, CA | $1.9B Mar 2026 | -$61.6M-3.1% | +$587.4M+44.0% | +$608.3M+46.3% | +$1.2B+181.2% | -1 employees-10.0% over 3Y | +60 accounts+11.1% over 3Y |
| 4. Sivia Capital Partners, LLC CRD 170413 · Limited Liability Company | MILL VALLEY, CA | $1.2B Mar 2026 | +$598.2M+93.3% | +$915.9M+283.4% | +$1.1B+649.7% | — | +3 employees+150.0% over 3Y | +282 accounts+118.0% over 3Y |
| 5. Violich Capital Management CRD 111410 · Corporation | MILL VALLEY, CA | $1.0B May 2026 | +$127.4M+14.0% | +$329.6M+46.5% | +$353.4M+51.5% | +$456.6M+78.4% | -1 employees-50.0% over 3Y | -19 accounts-6.8% over 3Y |
| 6. Relevant Wealth Advisors, LLC CRD 1489 · Limited Liability Company | MILL VALLEY, CA | $799.0M Mar 2026 | +$117.5M+17.2% | +$238.8M+42.6% | +$200.1M+33.4% | +$320.0M+66.8% | 0 employees+0.0% over 3Y | -18 accounts-21.2% over 3Y |
| 7. Grounded Capital, LLC CRD 323354 · Limited Liability Company | MILL VALLEY, CA | $520.0M May 2026 | -$1.1B-67.3% | -$1.6B-75.0% | — | +$493.8M+1884.9% | 0 employees+0.0% over 3Y | +31 accounts+620.0% over 3Y |
| 8. Cypress Point Investment Management LP CRD 316549 · Limited Partnership | MILL VALLEY, CA | $512.4M Mar 2026 | +$228.5M+80.5% | — | — | +$435.0M+562.0% | 0 employees+0.0% over 1Y | 0 accounts+0.0% over 1Y |
| 9. Gordian Wealth Advisors, LLC CRD 281775 · Limited Liability Company | MILL VALLEY, CA | $488.7M Mar 2026 | +$125.1M+34.4% | +$217.8M+80.4% | +$237.0M+94.2% | — | +2 employees+40.0% over 3Y | +48 accounts+15.3% over 3Y |
| 10. Groundforce Capital Management, LLC CRD 299383 · Limited Liability Company | MILL VALLEY, CA | $439.2M Mar 2026 | -$132.7M-23.2% | -$214.0M-32.8% | +$203.8M+86.6% | +$203.8M+86.6% | -1 employees-9.1% over 3Y | -2 accounts-33.3% over 3Y |
| 11. Bayhunt Capital LLC CRD 333514 · Limited Liability Company | MILL VALLEY, CA | $362.1M Feb 2026 | — | — | — | — | 0 employees+0.0% over 1Y | — |
| 12. Assembly Wealth CRD 108834 · Corporation | MILL VALLEY, CA | $336.7M Mar 2026 | -$96.2M-22.2% | -$96.7M-22.3% | -$28.8M-7.9% | +$125.0M+59.1% | +2 employees+28.6% over 3Y | -150 accounts-24.8% over 3Y |
| 13. Litfund CRD 330517 · Limited Liability Company | MILL VALLEY, CA | $289.7M Mar 2026 | — | — | — | +$74.9M+34.9% | 0 employees+0.0% over Total | +1 accounts+20.0% over Total |
| 14. Miller Avenue Advisors LLC CRD 313523 · Limited Liability Company | MILL VALLEY, CA | $281.2M Mar 2026 | +$94.7M+50.8% | — | — | +$158.1M+128.3% | 0 employees+0.0% over 1Y | +57 accounts+14.2% over 1Y |
| 15. Aspirean Wealth, LLC CRD 173138 · Limited Liability Company | MILL VALLEY, CA | $233.2M Jan 2026 | +$74.3M+46.8% | +$94.7M+68.4% | — | +$105.1M+82.1% | -1 employees-14.3% over 3Y | -31 accounts-6.4% over 3Y |
| 16. Schmitz Capital Partners, LLC CRD 105702 · Limited Liability Company | MILL VALLEY, CA | $132.0M Apr 2026 | +$6.7M+5.3% | +$25.9M+24.4% | +$25.9M+24.4% | +$23.7M+21.9% | 0 employees+0.0% over 3Y | +38 accounts+15.2% over 3Y |
| 17. Cambrian Asset Management, INC. CRD 291953 · Corporation | MILL VALLEY, CA | $121.8M Mar 2026 | -$26.6M-17.9% | -$141.7M-53.8% | — | -$141.7M-53.8% | 0 employees+0.0% over 3Y | +1 accounts+33.3% over 3Y |
| 18. Dipsea Capital, LLC CRD 257787 · Limited Liability Company | MILL VALLEY, CA | $58.3M Apr 2026 | -$44.7M-43.4% | — | — | -$43.1M-42.5% | -1 employees-20.0% over 1Y | -2 accounts-33.3% over 1Y |
| 19. Gordian Capital Management, LLC CRD 337799 · Limited Liability Company | MILL VALLEY, CA | $28.4M Mar 2026 | — | — | — | +$12.9M+83.0% | +2 employees+40.0% over Total | +1 accounts+50.0% over Total |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.