Best Financial Advisors in Novato, CA

The highest-rated Financial Planning & Wealth Management companies out of 171 vetted & reviewed in the Novato area.

Protea Financial

Protea Financial

(4)
Bookkeeping, Compliance, Payroll
“I can't say enough good things about their knowledge, capabilities, responsiveness, and professionalism, and I can't imagine operating my business without Protea Financial in my corner.”
In Business Since 2019
Free Initial Consultation
7250 Redwood Blvd Suite 300, Novato, CA
i
Pharos Wealth Management

Pharos Wealth Management

(2)
Financial Planning, Digital Advisor, Portfolio Management
“A "jewel" for sure since my returns are strong and steady; he is growing my pot of gold year after year.”
In Business Since 2021
Transparent Fees & Pricing
352 Ignacio Blvd, Novato, CA
i
Morre & Company

Morre & Company

(1)
“So I've had a number of questions regarding taxes, including whether I could use funds from my SEP-IRA (where John Morre and Linda had both provided guidance and insight on its setup and related decisions) toward closing costs.”
In Business Since 1999
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards, Check, Paypal
1682 Novato Blvd # 300, Novato, CA
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Alders Financial Solutions

Alders Financial Solutions

(3)
Client Bill of Rights
“The team makes everything easy for me, tracking down and figuring out all of the paperwork needed to keep my investments current to my circumstances.”
In Business Since 2000
1701 Novato Blvd #304, Novato, CA
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LFA Private Wealth Management

LFA Private Wealth Management

(1)
Financial Planning, Alternative Investments, Multi-Generational Wealth Planning
“We appreciate their knowledge base and accessibility…”
In Business Since 2013
Accepts All Major Credit Cards
Licensed
438 Ignacio Blvd, Novato, CA
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Hennessy Funds

Hennessy Funds

(1)
“I had the opportunity to meet Lauri, their Marketing Manager at a Women In Business mixer that we hosted.”
In Business Since 2001
Transparent Fees & Pricing
7250 Redwood Blvd #200, Novato, CA
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Magid Accountancy Corporation

Magid Accountancy Corporation

(1)
“It was a pleasure working with Sandy and his wonderful team to complete this process and I'm grateful I was referred to them.”
In Business Since 2018
10 Commercial Blvd, Novato, CA
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Winans Investments

Winans Investments

(1)
Individual / Private Services, Institutional Services
“He really cares about his clients and works hard for their success.”
In Business Since 2012
Transparent Fees & Pricing
504 Redwood Blvd Suite 210, Novato, CA
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Meyer & Associates

Meyer & Associates

Buy Quickbooks and Save, Payroll Tax Problems, IRS Liens
“From the moment you first reach out to our CPAs in Novato, we provide you with our full attention, energy, and resources. You'll find our team to be careful, detail-oriented, and proactive. We constantly prioritize your financial health as we seek ou...”
In Business Since 2012
Offers Financing Options
Transparent Fees & Pricing
10 Commercial Blvd #104, Novato, CA
i
Ketron Financial

Ketron Financial

(1)
“Ruth and Courtenay are the BEST!”
In Business Since 1971
Accepts All Major Credit Cards
1500 Grant Ave #238, Novato, CA
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MCM Wealth

MCM Wealth

Wealth Management, Business Owner Exiting, Comprehensive Planning
“At no charge to you, we will give you our analysis of your portfolio, its strategy, management, asset allocation, and investments. This includes a mapping of your investments into time horizons to show if your portfolio is structured to bring you the...”
In Business Since 2010
7250 Redwood Blvd Suite 300, Novato, CA
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Lifeguard Wealth

Lifeguard Wealth

“The Robertson Stephens San Francisco – Delaney office offers comprehensive wealth management solutions for high net worth individuals. Integrating Joe's first-responder, “lifeguard mentality” and as a true fiduciary partner, he always strives to prov...”
In Business Since 2012
7250 Redwood Blvd Suite 300, Novato, CA
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Maxwell Money

Maxwell Money

“Maxwell leverages best of breed applications in a transparent, audit-able workflow, to efficiently manage our clients finances and to provide useful, accurate reporting to our clients and their professional team.”
In Business Since 1984
10 Commercial Blvd #110, Novato, CA
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Equius Partners

Equius Partners

“At a major Wall Street firm, I became one of the first and most successful brokers nationwide to specialize in evaluating and recommending independent, fee-based investment advisors to my clients. This was my first step toward taking a more consultat...”
In Business Since 1996
3 Hamilton Landing Suite 260, Novato, CA
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Hangar 4 Partners

Hangar 4 Partners

“We pride ourselves on the early identification of very fundamental secular trends- trends we believe will reshape industries. We have decades of investment experience in the investment trade, including tenure with the leading technology and growth-or...”
In Business Since 2006
6 Hamilton Landing #210, Novato, CA
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Jigalin Andrei

Jigalin Andrei

“Alpha Wealth Management and Planning is an independent financial services firm dedicated to providing guidance on all aspects of wealth management, financial planning, and divorce financial analytics.”
In Business Since 2012
350 Ignacio Blvd #105, Novato, CA
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SLR Financial

SLR Financial

In Business Since 2012
7655 Redwood Blvd g, Novato, CA
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Efficient Tax Solutions

Efficient Tax Solutions

(34)
  • Expertise
  • Questions
  • Job
“Hello friends, I just wanted to tell you about my experience with Romel doing my taxes, he was very professional and very efficient, I was really satisfied, they gave me the most back, he really did a very good job, thank you very much Romel for your...”
In Business Since 2012
Free Initial Consultation
Transparent Fees & Pricing
Accepts Check, Cash, All Major Credit Cards
2709 Macdonald Ave #204, Richmond, CA
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Bridgewater Certified Public Accountants

Bridgewater Certified Public Accountants

(23)
Services For Individuals, Strategic Business Planning, Succession Planning
“They respond quickly, are honest about what they know and what they need to check up upon, engage appropriately with the right set of questions, and ultimately have recommendations which are practical, cost effective, and realistic.”
In Business Since 2005
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
1299 4th St Suite 500, San Rafael, CA
i
Celaya Law

Celaya Law

(50)
Elder Law/ Medi-Cal Planning, Advanced Estate Planning, Asset & Tax Protection
“Celaya is a great firm for planning your living trust, setting up your will and making sure you have thought of everything (and everyone) you need to, in advance of inevitable life changes.”
In Business Since 2010
1455 1st St #216, Napa, CA
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Mauricio Midence Tax Preparation & Financial Services

Mauricio Midence Tax Preparation & Financial Services

(48)
Sales Tax Services, Estate and Trust Tax Preparation, Financial Analysis
“I had some problems with them last year at another location but he was very knowledgeable and explained everything to me and set them up the right way.”
In Business Since 2017
Serving Novato Area
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Baldwin, McGaughey & Co.

Baldwin, McGaughey & Co.

(1)
Part-Time CFO Services, Payroll Tax Problems, Quickbooks Setup
“I will be going to Dave for our tax matters for as long as he will have me.”
In Business Since 2010
Offers Financing Options
Transparent Fees & Pricing
Accepts Cash
737 Southpoint Blvd STE K, Petaluma, CA
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Atlas Park Consulting

Atlas Park Consulting

(43)
  • Organized
  • Conversation
  • Financial Advisors
“As a business owner, it's important to remember that I can't do it all, so Cameo and the Atlas Park team are my go-to resource when I need help managing the operations of my growing firm.”
In Business Since 2017
Serving Novato Area
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Modern Family Finance

Modern Family Finance

(18)
Balancing Family and Career, Career Change vs. Security, Financial Planning For Women
“I feel much more confident working with her than my previous bank and trust that she's helping me to invest my money in a way that aligns with my values.”
In Business Since 2016
Transparent Fees & Pricing
Serving Novato Area
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Retirement Planning and Investment Management Services in Novato, CA Cost Estimates

Minimum cost
$1052
Maximum cost
$8934
National Average
$3154
Avg Per Hour Rates
$316
$2103
$5781
Fair price range is based on 309 cost profiles
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Average Cost $3154
Minimum cost $1052
Maximum cost $8934
Avg Per Hour Rates $316

Fair range $2103 to $5781 is based on 309 cost profiles.

Why these companies made our list

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