Best Financial Advisors near San Rafael, CA
We have 31 firms in San Rafael on file. Only the highest-rated make our list: 3 of them made it, along with 7 from San Francisco (17 mi).
1 open weekends · 9 rated 4.5+ · 2 show a license
Data verified October 30, 2026
Sunnyhill Financial
Financial Zen
True Root Financial
Monroe Wealth Management
Perotti and Carrade
The 10 firms listed for San Rafael, 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: San Rafael, CA
9 of the 10 firms on this page have a rating, from 4.5 to 5.0 across 568 reviews; 2 have 50 or more reviews. 1 is open on weekends. 2 show a license on their websites and 2 have a BBB rating of A or A+. 7 have ten or more years of experience, the longest 31 years. 2 offer payment plans and 3 offer a free initial consultation. We have a website on file for all 10 of the firms on this page; 9 publish a contact page; 8 list a public email and 3 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.
Why are financial advisers outside San Rafael listed here?
3 of the 10 firms are located in San Rafael. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.