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California
San Rafael

Find Financial Advisor Firms in San Rafael, CA

Awr Investment Management, LLC
Bay City Capital LLC
Brave Capital Management LLC
Capital Trust Advisors
Defined Financial Planning LLC
Fiduciary Financial Group, LLC
Freestyle Capital Management, LLC
Global Retirement Partners LLC
Hutchinson Capital Management
Jocelyn Investment Management, LLC
Lyle & Forsyth Investment Managers
Madrone Investment Advisory, LLC
Meritas Wealth Management, LLC
O'Donnell Financial Services, LLC
Ohana Advisors
Redwood Grove Wealth Management
Ridgecrest Wealth Partners, LLC
Rpa Financial, LLC
Sheridan Capital Management, LLC
Shira Ridge Wealth Management
Spectrum Financial Management
Stewart Wealth Management, Inc
The Putney Financial Group LLC
Tran Capital Management, L.P
Westhill Financial Advisors, Inc
Wulff, Hansen & Co

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SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. SmartAsset’s services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. SmartAsset receives compensation from Advisers for our services. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any user’s account by an Adviser or provide advice regarding specific investments. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal. Working with an adviser may come with potential downsides, such as payment of fees (which will reduce returns). Past performance is not a guarantee of future results. There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

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