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Pharos Wealth Management
“A "jewel" for sure since my returns are strong and steady; he is growing my pot of gold year after year.”
Best Financial Advisors in Novato, CA
24 firms listed · 13 in Novato · 2 open weekends · 16 rated 4.5+ · 2 show a license
Data verified October 18, 2026
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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.”
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LFA Private Wealth Management
“We appreciate their knowledge base and accessibility…”
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Hennessy Funds
“I had the opportunity to meet Lauri, their Marketing Manager at a Women In Business mixer that we hosted.”
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Meyer & Associates
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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 24 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 24 firms we list here, 13 are in Novato itself and 11 come from towns including San Rafael (5, 7 mi), Petaluma (1, 11 mi) and Mill Valley (1, 13 mi). 17 of the firms on this page have a rating, from 4.4 to 5.0 across 320 reviews; 1 has 50 or more reviews and 16 are rated 4.5 or higher. 2 are open on Saturdays. The services the firms on this page list most often on their websites are estate planning (3), back taxes owed (2), bank financing (2), cash flow management (2) and elder care (2). 2 show a license on their websites and 4 have a BBB rating of A or A+. 21 have ten or more years of experience, the longest 54 years. 2 offer payment plans; 1 offers a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 21 list a public email and 4 take 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.
Do firms listed for Novato take financial planning bookings online?
4 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Ketron Financial
“Ruth and Courtenay are the BEST!”
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MCM Wealth
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Jigalin Andrei
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Hennessy Advisors
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Lifeguard Wealth
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Hangar 4 Partners
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SLR Financial
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Mauricio Midence Tax Preparation & Financial Services
- Patient
- Efficient
- Team
“I'm very impressed, I worked with Mauricio and Christian, both very knowledgeable, and they actually care for you, they don't just try to get you in and out.”
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Baldwin, McGaughey & Co.
“I will be going to Dave for our tax matters for as long as he will have me.”
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Modern Family Finance
- Life
- Careers
- Feel
“Most helpful was that they not only talked about the "how to" around financial planning, but also the behavioral hacks to make saving easier and even fun.”
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PH Tax & Wealth Solutions Cpas
“A highly respected, competent , knowledgeable and professional people providing valuable expertise in financial management , tax preparation, investment , and more.”
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Perotti and Carrade
“Perotti & Carrade, and specifically Kat, have been our CPA and tax preparer for the last 5 years.”
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Katy Song Financial Planning
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Jocelyn Pension Consulting
- Team
- Company
- Employees
“When I had an issue, but was struggling to connect with them - THEY REACHED OUT TO ME instead of starting what could have been a continuous game of telephone tag.”
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J.R. Financial Coaching
“Joey is a true professional who can help you get your financial life in order.”
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Moraes & Cassidy Group
- Market
“When your Investment Advisor calls you from his Hawaii vacation while walking on the beach to give you an update on the market, you know you've got the right advisor.”
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Marin Wealth Advisors
- Team
“I recently spoke to Mike about moving my money from him into a piece of property — he didn't try to persuade me into doing what HE thought was best for my money - he educated me and answered my questions — and I appreciate that.”
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O'Donnell Financial Group
“Bob and all the others who work together at O'Donnell have been more than kind, have gone out of their way to help me; even with the uninformed questions I present to them.”
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
Why these companies made our list
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