Investment advisers in Mill Valley, CA
20 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Aequim Alternative Investments LP | $8.25 billion | 11 | 0 |
| Urban Investment Advisors | $2.45 billion | 3 | 0 |
| Cai Manager LP | $2.18 billion | 17 | 0 |
| Private Wealth Partners, LLC | $1.92 billion | 9 | 0 |
| Sivia Capital Partners, LLC | $1.24 billion | 5 | 0 |
| Violich Capital Management | $1.04 billion | 1 | 0 |
| Relevant Wealth Advisors, LLC | $799.0 million | 4 | 0 |
| Grounded Capital, LLC | $520.0 million | 13 | 0 |
| Cypress Point Investment Management LP | $512.4 million | 4 | 0 |
| Gordian Wealth Advisors, LLC | $488.7 million | 7 | 0 |
| Groundforce Capital Management, LLC | $439.2 million | 10 | 0 |
| Bayhunt Capital LLC | $362.1 million | 1 | 0 |
| Assembly Wealth | $336.7 million | 9 | 0 |
| Litfund | $289.7 million | 3 | 0 |
| Miller Avenue Advisors LLC | $281.2 million | 3 | 0 |
| Aspirean Wealth, LLC | $233.2 million | 6 | 0 |
| Schmitz Capital Partners, LLC | $132.0 million | 2 | 0 |
| Cambrian Asset Management, Inc. | $121.8 million | 8 | 0 |
| Gordian Capital Management, LLC | $28.4 million | 7 | 0 |
| Boldin Advisors | $0 | 15 | 0 |