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Top RIA Firms in San Rafael, California
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in San Rafael, California. This hub covers 24 matching firms with $193.6B in total reported AUM and median AUM of $504.3M.
Firms
24
Matching current profiles
Total AUM
$193.6B
Reported regulatory AUM
Median AUM
$504.3M
Across firms with AUM
Largest firm
$169.6B
Global Retirement Partners LLC
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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. Global Retirement Partners LLC CRD 172011 · Limited Liability Company | SAN RAFAEL, CA | $169.6B May 2026 | +$26.2B+18.2% | +$49.8B+41.5% | +$93.3B+122.3% | — | +11 employees+2.4% over 3Y | +8,509 accounts+33.4% over 3Y |
| 2. Rpa Financial, LLC CRD 294105 · Limited Liability Company | SAN RAFAEL, CA | $10.9B Apr 2026 | +$2.9B+36.2% | +$4.7B+76.4% | -$2.8B-20.7% | — | -1 employees-7.7% over 3Y | +38 accounts+13.3% over 3Y |
| 3. Ohana Advisors CRD 158515 · Limited Liability Company | SAN RAFAEL, CA | $2.8B May 2026 | +$157.5M+6.0% | +$1.1B+69.9% | +$1.5B+118.1% | +$1.9B+221.5% | +3 employees+30.0% over 3Y | +7 accounts+46.7% over 3Y |
| 4. Jocelyn Investment Management, LLC CRD 323831 · Limited Liability Company | SAN RAFAEL, CA | $1.0B Mar 2026 | +$93.4M+10.2% | +$516.9M+104.2% | — | +$416.6M+69.8% | 0 employees+0.0% over 3Y | +50 accounts+22.9% over 3Y |
| 5. Fiduciary Financial Group, LLC CRD 285681 · Limited Liability Company | SAN RAFAEL, CA | $1.0B Mar 2026 | +$313.8M+45.0% | +$606.7M+149.7% | — | +$767.8M+314.7% | +2 employees+28.6% over 3Y | +680 accounts+81.0% over 3Y |
| 6. Hcm Wealth CRD 106158 · Corporation | SAN RAFAEL, CA | $941.7M Mar 2026 | +$58.3M+6.6% | +$116.3M+14.1% | +$297.6M+46.2% | +$464.6M+97.4% | 0 employees+0.0% over 3Y | +55 accounts+7.6% over 3Y |
| 7. Stonebridge Financial Group CRD 340200 · Limited Liability Company | SAN RAFAEL, CA | $896.0M Apr 2026 | — | — | — | — | +19 employees+950.0% over Total | — |
| 8. Tran Capital Management, L.p. CRD 107049 · Limited Partnership | SAN RAFAEL, CA | $890.3M Feb 2026 | -$54.2M-5.7% | -$548.5M-38.1% | -$283.1M-24.1% | -$2.9B-76.4% | -1 employees-12.5% over 3Y | -30 accounts-7.9% over 3Y |
| 9. Westhill Financial Advisors, INC. CRD 152506 · Corporation | SAN RAFAEL, CA | $789.4M Mar 2026 | +$200.7M+34.1% | +$227.7M+40.5% | +$360.0M+83.8% | +$653.9M+482.5% | +1 employees+10.0% over 3Y | +227 accounts+21.7% over 3Y |
| 10. Ridgecrest Wealth Partners, LLC CRD 311984 · Limited Liability Company | SAN RAFAEL, CA | $705.1M Mar 2026 | +$85.5M+13.8% | +$114.6M+19.4% | — | — | 0 employees+0.0% over 3Y | +196 accounts+35.8% over 3Y |
| 11. Meritas Wealth Management, LLC CRD 148565 · Limited Liability Company | SAN RAFAEL, CA | $618.9M Mar 2026 | +$85.1M+15.9% | +$95.8M+18.3% | +$164.4M+36.2% | +$493.7M+394.1% | 0 employees+0.0% over 3Y | -18 accounts-1.9% over 3Y |
| 12. Stewart Wealth Management, INC. CRD 143425 · Corporation | SAN RAFAEL, CA | $581.5M Mar 2026 | +$143.5M+32.7% | +$237.3M+68.9% | +$380.0M+188.5% | +$517.3M+805.8% | +1 employees+33.3% over 3Y | +222 accounts+16.2% over 3Y |
| 13. O'Donnell Financial Services, LLC CRD 172520 · Limited Liability Company | SAN RAFAEL, CA | $427.1M Mar 2026 | +$84.0M+24.5% | +$124.7M+41.2% | +$210.4M+97.1% | +$323.1M+310.6% | +7 employees+140.0% over 3Y | +157 accounts+18.6% over 3Y |
| 14. Capital Trust Advisors CRD 134174 · Limited Liability Company | SAN RAFAEL, CA | $402.6M Apr 2026 | +$45.8M+12.9% | +$150.9M+60.0% | +$161.9M+67.3% | +$397.8M+8287.5% | +1 employees+33.3% over 3Y | +150 accounts+41.2% over 3Y |
| 15. Shira Ridge Wealth Management CRD 117627 · Corporation | SAN RAFAEL, CA | $366.4M Mar 2026 | +$43.0M+13.3% | +$122.1M+50.0% | +$156.6M+74.6% | +$244.1M+199.7% | +2 employees+50.0% over 3Y | +167 accounts+24.8% over 3Y |
| 16. Spectrum Financial Management CRD 127746 · Sole Proprietorship | SAN RAFAEL, CA | $278.1M Mar 2026 | +$50.1M+22.0% | +$92.1M+49.5% | +$110.9M+66.3% | +$185.6M+200.9% | 0 employees+0.0% over 3Y | +10 accounts+7.1% over 3Y |
| 17. Madrone Investment Advisory, LLC CRD 149549 · Limited Liability Company | SAN RAFAEL, CA | $254.3M Mar 2026 | +$28.2M+12.5% | +$103.9M+69.1% | — | +$114.1M+81.4% | 0 employees+0.0% over 3Y | -18 accounts-4.6% over 3Y |
| 18. Hutchinson & Ziegler Financial Advisors, INC. CRD 145096 · Corporation | SAN RAFAEL, CA | $235.4M May 2026 | +$33.9M+16.8% | +$78.8M+50.3% | +$80.5M+52.0% | +$192.0M+442.6% | 0 employees+0.0% over 3Y | +152 accounts+241.3% over 3Y |
| 19. Lyle & Forsyth Investment Managers CRD 10603 · Sole Proprietorship | SAN RAFAEL, CA | $221.2M Mar 2026 | +$17.7M+8.7% | +$35.4M+19.0% | +$42.1M+23.5% | +$74.1M+50.3% | 0 employees+0.0% over 3Y | +5 accounts+3.9% over 3Y |
| 20. The Putney Financial Group LLC CRD 111639 · Limited Liability Company | SAN RAFAEL, CA | $205.4M Mar 2026 | +$18.1M+9.7% | -$61.4M-23.0% | -$492.4K-0.2% | +$89.7M+77.6% | +1 employees+14.3% over 3Y | -294 accounts-23.7% over 3Y |
| 21. Redwood Grove Wealth Management CRD 150667 · Limited Liability Company | SAN RAFAEL, CA | $151.3M Mar 2026 | +$19.6M+14.8% | +$40.3M+36.3% | — | +$40.3M+36.3% | 0 employees+0.0% over 3Y | +27 accounts+11.3% over 3Y |
| 22. Wulff, Hansen & CO. CRD 908 · Corporation | SAN RAFAEL, CA | $144.8M Mar 2026 | +$20.8M+16.8% | +$35.9M+32.9% | +$85.9M+146.0% | +$85.9M+146.0% | -1 employees-10.0% over 3Y | +4 accounts+2.9% over 3Y |
| 23. Awr Investment Management, LLC CRD 118538 · Limited Liability Company | SAN RAFAEL, CA | $131.6M Mar 2026 | +$3.7M+2.9% | +$99.9M+315.9% | +$99.9M+315.9% | +$99.9M+315.9% | 0 employees+0.0% over 1Y | +72 accounts+72.0% over 3Y |
| 24. Marin Wealth Advisors LLC CRD 123237 · Limited Liability Company | SAN RAFAEL, CA | $69.4M Mar 2026 | -$287.5M-80.6% | -$241.3M-77.7% | -$196.8M-73.9% | -$54.3M-43.9% | -5 employees-62.5% over 3Y | -701 accounts-87.5% over 3Y |
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.