Alders Financial Solutions
“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.”
Best Financial Advisors in Novato, CA
15 firms listed · 11 in Novato · 9 rated 4.5+ · 2 show a license
Data verified November 1, 2026
LFA Private Wealth Management
“We appreciate their knowledge base and accessibility…”
Hennessy Funds
Ketron Financial
“Ruth and Courtenay are the BEST!”
Meyer & Associates
Magid Accountancy Corporation
“It was a pleasure working with Sandy and his wonderful team to complete this process and I'm grateful I was referred to them.”
The 15 firms listed for Novato, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Novato, CA
Of the 15 firms we list here, 11 are in Novato itself and 4 come from San Rafael (3, 7 mi). 9 of the firms on this page have a rating, from 4.8 to 5.0 across 54 reviews. The services the firms on this page list most often on their websites are estate planning (2), financial planning (2) and our process (2). 2 show a license on their websites. 13 have ten or more years of experience, the longest 54 years. 1 offers payment plans. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 12 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Novato listed here?
11 of the 15 firms are located in Novato. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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MCM Wealth
Jigalin Andrei
Hennessy Advisors
Lifeguard Wealth
Hangar 4 Partners
Jocelyn Pension Consulting
“Jocelyn team always provides me, my company and our employees with prompt, accurate, and professional response and support.”
Pharos Wealth Management
“Scott is a courteous financial advisor, who is willing to work with people who are on a fixed income.”
Moraes & Cassidy Group
“I have full confidence that Ryan Cassidy will use his expertise in the financial systems to help me meet my long term goals.”
Hendriks G Paul CPA
Why these companies made our list
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