Financial advisors in San Rafael, CA

104 financial advisors listed in San Rafael, California. 80 with a phone number and 95 with a website.

San Rafael accounts for 0% of the financial advisors listed in California and ranks #43 among California cities for financial advisors.

Quick answer

San Rafael, CA has 104 financial advisors listed on USA Business Search. 80 list a phone number and 95 list a website. The most listings are in ZIP codes 94901, 94903, 94913.

Updated October 2026

Gainer Financial and Insurance Services

1299 4th St #411, San Rafael, CA 94901 · Claim or fix

Call (415) 331-9030 Website Map

Edelman Financial Engines

3950 Civic Center Dr Ste 315, San Rafael, CA 94903 · Claim or fix

Call (628) 287-0493 Website Map

H&R Block

NORTHGATE ONE 170 NORTHGATE DR, San Rafael, CA 94903 · Claim or fix

Call (415) 479-4219 Website Map

Books In Balance

1299 4th St, San Rafael, CA 94901 · Claim or fix

Call (415) 455-9455 Website Map

Longview Financial Advisors, Llc.

4040 Civic Center Dr Ste 200 Pmb 3420, San Rafael, CA 94903 · Claim or fix

Call (415) 256-7700 Website Map

Bay City Capital Llc.

1000 4th St Ste 500, San Rafael, CA 94901 · Claim or fix

Call (415) 835-9341 Website Map

Advante Customs Broker

3100 Kerner Blvd Ste C2, San Rafael, CA 94901 · Claim or fix

Call (415) 454-9264 Map

Aginginvestor.com

930 Irwin St Ste 215, San Rafael, CA 94901 · Claim or fix

Website Map

Alarm Financial Services

1401 Los Gamos Dr, San Rafael, CA 94903 · Claim or fix

Call (866) 204-9350 Website Map

Alex Costello

4306 Redwood Hwy Suite 100 B, San Rafael, CA 94903 · Claim or fix

Website Map

Americas Home Loans

1748 Lincoln Ave, San Rafael, CA 94901 · Claim or fix

Call (415) 259-0965 Website Map

Ameriprise Financial Advisors

1099 D St Ste 203, San Rafael, CA 94901 · Claim or fix

Call (415) 492-1723 Website Map

Annadel Capital

899 Northgate Dr Ste 302, San Rafael, CA 94903 · Claim or fix

Call (415) 499-1901 Map

Applied Reserve Analysis

4040 Civic Center Dr Ste 200, San Rafael, CA 94903 · Claim or fix

Call (800) 500-8505 Website Map

Attune Financial Planning

4040 Civic Center Dr, San Rafael, CA 94903 · Claim or fix

Call (415) 847-0649 Website Map

Bearnbull

1005 Northgate Dr, San Rafael, CA 94903 · Claim or fix

Website Map

Brenda Friedlander Dba

899 Northgate Dr Ste 305, San Rafael, CA 94903 · Claim or fix

Call (415) 472-7300 Map

California Mortgage Advisors

101 Lucas Valley Rd Ste 302, San Rafael, CA 94903 · Claim or fix

Call (415) 526-2800 Website Map

Chad Geyer at Guaranteed Rate - NMLS #399335

1050 Northgate Dr Ste 52, San Rafael, CA 94903 · Claim or fix

Call (415) 549-8757 Website Map

College Cash Solutions

4040 Civic Center Dr, San Rafael, CA 94903 · Claim or fix

Call (415) 742-0717 Website Map

Cornerstone Financial Service

4310 Redwood Hwy Ste 100, San Rafael, CA 94903 · Claim or fix

Call (415) 479-6530 Website Map

Coughlin Capital Llc.

655 Irwin St Ste B Pmb 1056, San Rafael, CA 94901 · Claim or fix

Call (864) 989-0149 Map

Debt Gurus

900 Mission Ave, San Rafael, CA 94901 · Claim or fix

Call (800) 488-4645 Map

Drake Property Group

1299 4th St Ste 208, San Rafael, CA 94901 · Claim or fix

Call (415) 332-2950 Website Map

Dresden Partners

88 Belvedere St, San Rafael, CA 94901 · Claim or fix

Website Map

Edward Jones - Financial Advisor: Chad T Bunting

1121 4th St, San Rafael, CA 94901 · Claim or fix

Call (415) 521-5474 Website Map

Encore Wealth Advisors

4040 Civic Center Dr Ste 200, San Rafael, CA 94903 · Claim or fix

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Evolve Ventures And Foundation

1040 Court St, San Rafael, CA 94901 · Claim or fix

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Fiduciary Advantage

4460 Redwood Hwy Ste 16-229, San Rafael, CA 94903 · Claim or fix

Call (415) 491-1133 Website Map

Fiduciary Services, Inc.

369 3rd St # 543, San Rafael, CA 94901 · Claim or fix

Call (415) 482-9513 Website Map

Financial Concepts

4040 Civic Center Dr Ste 200, San Rafael, CA 94903 · Claim or fix

Call (415) 492-2832 Website Map

Financial Strategies Seminars

1099 E St Ste B, San Rafael, CA 94901 · Claim or fix

Call (415) 460-1992 Website Map

First Pacific Financial Group

4340 Redwood Hwy, San Rafael, CA 94903 · Claim or fix

Call (415) 472-7227 Website Map

For Your Future Financial

4340 Redwood Hwy D-318, San Rafael, CA 94903 · Claim or fix

Call (415) 578-8651 Website Map

Gateway Financial

135 3rd St Ste 150, San Rafael, CA 94901 · Claim or fix

Call (415) 453-0451 Website Map

Gerhart Associates

68 Mitchell Blvd Ste 210, San Rafael, CA 94903 · Claim or fix

Website Map

Gf Thomas Advisory Group

4040 Civic Center Dr, San Rafael, CA 94903 · Claim or fix

Call (415) 459-5150 Website Map

Gp Analytics

1005 A St Ste 412, San Rafael, CA 94901 · Claim or fix

Call (415) 793-5791 Website Map

H&R Block

MONTECITO PLAZA 301 THIRD ST, San Rafael, CA 94901 · Claim or fix

Call (415) 456-0763 Website Map

Healthcom Strategies

822 D St, San Rafael, CA 94901 · Claim or fix

Website Map

Hellman Global

851 Irwin St Ste 205, San Rafael, CA 94901 · Claim or fix

Call (415) 457-4411 Website Map

Home

1020 B St, San Rafael, CA 94901 · Claim or fix

Call (415) 690-7722 Map

Howard Foster and Company

851 Irwin St #207, San Rafael, CA 94901 · Claim or fix

Call (415) 461-1460 Website Map

Hutchinson Capital Management

1101 5th Ave Ste 160, San Rafael, CA 94901 · Claim or fix

Call (415) 464-5650 Website Map

I Soft Technologies

125 Larkspur St, San Rafael, CA 94901 · Claim or fix

Website Map

Irwin Street Financial

700 Irwin St Ste 300, San Rafael, CA 94901 · Claim or fix

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Iym Return Solutions

2 Civic Center Dr #4272, San Rafael, CA 94913 · Claim or fix

Call (833) 306-2540 Website Map

J.r. Davis & Associates

4040 Civic Center Dr, San Rafael, CA 94903 · Claim or fix

Call (415) 382-3301 Map

K&c Investments Inc

1010 B St Ste 328, San Rafael, CA 94901 · Claim or fix

Call (415) 453-8339 Website Map

Kcm Investment Advisors

750 Lindaro St Ste 250, San Rafael, CA 94901 · Claim or fix

Call (415) 461-7788 Website Map

Kevin O'Keefe | Welcome Home Funding

851 Irwin St, San Rafael, CA 94901 · Claim or fix

Call (415) 613-3313 Website Map

Kiely Trust Services

714 C St #205, San Rafael, CA 94901 · Claim or fix

Call (415) 225-6038 Website Map

Lateef Investment Management

1000 4th St Ste 800, San Rafael, CA 94901 · Claim or fix

Call (415) 381-4600 Website Map

Latino Council Of Marin

650 Las Gallinas Ave, San Rafael, CA 94903 · Claim or fix

Website Map

Lava Creek Capital Management, Llc

2370 Kerner Blvd Ste 360, San Rafael, CA 94901 · Claim or fix

Call (415) 906-4455 Website Map

M&M Financial Group

866 4th St, San Rafael, CA 94901 · Claim or fix

Call (415) 521-5630 Website Map

Madrone Investment Advisory, Llc

1101 5th Ave Ste 310, San Rafael, CA 94901 · Claim or fix

Call (415) 785-4585 Website Map

Mc Clurg Capital Corporation

950 Northgate Dr, San Rafael, CA 94903 · Claim or fix

Call (415) 472-1445 Website Map

Meritas Advisors

4040 Civic Center Dr Ste 200, San Rafael, CA 94903 · Claim or fix

Call (415) 690-8547 Website Map

Mh Operations Llc.

100 Smith Ranch Rd Ste 104, San Rafael, CA 94903 · Claim or fix

Call (415) 391-7700 Map

Midspan Partners

100 Smith Ranch Rd, San Rafael, CA 94903 · Claim or fix

Website Map

Miles Brown Asset Management, Llc

555 Northgate Dr, San Rafael, CA 94903 · Claim or fix

Website Map

Millennial Venturing

4040 Civic Center Dr Ste 200, San Rafael, CA 94903 · Claim or fix

Website Map

Minkoff & Associates - Ameriprise Financial Services

100 Smith Ranch Rd Ste 104, San Rafael, CA 94903 · Claim or fix

Call (415) 492-8300 Website Map

Minto & Wilkie Agency Inc

1235 4th St, San Rafael, CA 94901 · Claim or fix

Call (415) 453-0610 Website Map

Moraes & Cassidy Group

7 Mount Lassen Dr, San Rafael, CA 94903 · Claim or fix

Call (415) 785-4867 Website Map

Morgan Stanley

750 Lindaro St, San Rafael, CA 94901 · Claim or fix

Call (415) 460-6207 Website Map

Nha Advisors

4040 Civic Center Dr Ste 200, San Rafael, CA 94903 · Claim or fix

Call (415) 785-2025 Website Map

Nor Cal Mortgage Of Marin

1099 D St, San Rafael, CA 94901 · Claim or fix

Call (415) 258-1536 Website Map

ODFI Group

1101 5th Ave, San Rafael, CA 94901 · Claim or fix

Call (415) 758-6300 Website Map

Ohana Advisors

101 Lucas Valley Rd Ste 202, San Rafael, CA 94903 · Claim or fix

Call (415) 226-4170 Website Map

P-Fund

1299 4th St #302, San Rafael, CA 94901 · Claim or fix

Call (415) 456-0900 Website Map

Patrick Bell

1121 4th Street, San Rafael, CA 94901 · Claim or fix

Website Map

Pf Cordero Financial Planning

4040 Civic Center Dr Ste 200, San Rafael, CA 94903 · Claim or fix

Website Map

Polaris Greystone Financial Group

824 E St, San Rafael, CA 94901 · Claim or fix

Call (415) 263-5600 Website Map

Premier Equity Resource Co.

10 F St, San Rafael, CA 94901 · Claim or fix

Call (415) 454-7372 Website Map

Private Ocean

100 Smith Ranch Rd Ste 300, San Rafael, CA 94903 · Claim or fix

Call (415) 526-2900 Website Map

Rasonsky Financial Services

1050 Northgate Dr, San Rafael, CA 94903 · Claim or fix

Call (415) 453-1311 Website Map

Ratel Investments Lp

1005 A St, San Rafael, CA 94901 · Claim or fix

Call (415) 435-8055 Website Map

Redwood Financial Advisors

165 N Redwood Dr Ste 170, San Rafael, CA 94903 · Claim or fix

Call (415) 472-1510 Website Map

Retired And Free

4040 Civic Center Dr Ste 200, San Rafael, CA 94903 · Claim or fix

Website Map

San Rafael Rare Coin Co.

1219 4th St, San Rafael, CA 94901 · Claim or fix

Call (415) 457-2646 Website Map

Sequoia Mortgage Capital

1114 Irwin St, San Rafael, CA 94901 · Claim or fix

Call (415) 946-8200 Website Map

Shira Ridge Wealth Management

999 Fifth Ave Ste 590, San Rafael, CA 94901 · Claim or fix

Call (415) 721-0275 Website Map

Simple 720

4380 Redwood Hwy, San Rafael, CA 94903 · Claim or fix

Call (628) 267-4400 Website Map

Small Business Loans California

826 2nd St Ste C, San Rafael, CA 94901 · Claim or fix

Website Map

Speed Ship

898 Lincoln Ave, San Rafael, CA 94901 · Claim or fix

Website Map

Stewart Wealth Management

1050 Northgate Dr Ste 333, San Rafael, CA 94903 · Claim or fix

Call (415) 499-1544 Website Map

Stifel

1111 A St, San Rafael, CA 94901 · Claim or fix

Call (415) 306-5639 Website Map

Stoffer Wealth Advisors

4040 Civic Center Dr Ste 200, San Rafael, CA 94903 · Claim or fix

Website Map

Stonebridge Financial Group

100 Smith Ranch Rd Ste 112, San Rafael, CA 94903 · Claim or fix

Call (415) 461-4961 Website Map

The Putney Financial Group

1099 E St, San Rafael, CA 94901 · Claim or fix

Website Map

The Putney Financial Group Llc

100 Smith Ranch Rd Ste 110, San Rafael, CA 94903 · Claim or fix

Call (415) 460-1990 Website Map

Tom Pattinson

35 Mt Muir Ct, San Rafael, CA 94903 · Claim or fix

Call (415) 479-1137 Map

Tumi Tax Service

14 Mitchell Blvd Ste B, San Rafael, CA 94903 · Claim or fix

Call (415) 595-3244 Website Map

Wealth Plus

2171 Francisco Blvd E Ste D, San Rafael, CA 94901 · Claim or fix

Call (415) 457-8936 Website Map

West Coast Signworks

100 F St, San Rafael, CA 94901 · Claim or fix

Website Map

Western Union

471 3rd St, San Rafael, CA 94901 · Claim or fix

Call (415) 457-5200 Website Map

Western Union

1500 Northgate Dr, San Rafael, CA 94903 · Claim or fix

Call (415) 492-0888 Website Map

Westhill Financial Advisors

999 5th Ave Ste 300, San Rafael, CA 94901 · Claim or fix

Call (415) 456-2292 Website Map

Woodruff Sawyer & Co

4040 Civic Center Dr Ste 200, San Rafael, CA 94903 · Claim or fix

Website Map

World Financial Group

4340 Redwood Hwy D318, San Rafael, CA 94903 · Claim or fix

Call (415) 578-8651 Website Map

Wulff, Hansen & Co.

100 Smith Ranch Rd Ste 330, San Rafael, CA 94903 · Claim or fix

Call (415) 421-8900 Website Map

Yerba Buena Financial Partners

1101 5th Ave Ste 310, San Rafael, CA 94901 · Claim or fix

Website Map

How to choose a financial advisor in San Rafael

Ask how they are paid: fees, commissions or both.
Check licenses and any disciplinary history before you hand over money.
Get every quote or recommendation in writing.

Check the license: FINRA BrokerCheck.

Common questions

How many financial advisors are listed in San Rafael, California?

USA Business Search shows 104 financial advisors in San Rafael. 80 list a phone number and 95 list a website.

Which ZIP codes do these listings cover?

They include ZIP codes 94901, 94903, 94913.

How do I choose a financial advisor in San Rafael?

Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Check the license with the FINRA BrokerCheck.

How do financial advisors in San Rafael compare with the rest of California?

San Rafael has 0% of the 24,546 financial advisors listed in California, which ranks #43 among California cities for this category.

How do I add or fix a listing?

Listings are free. Use Add your business, or the Claim or fix link on any listing.

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