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

B.o.l. Global

B.o.l. Global

4.5 41 reviews
“Makes doing taxes a breeze and will save you lots of time and money!”
Free consultationSince 2000FinancingPrices online
San Francisco, CA · 17 mi from San Rafael
i
Sunnyhill Financial

Sunnyhill Financial

4.9 117 reviews
“We had a quick close and they were patient in guiding us through the various requirements, paperwork needed and kept us informed through the whole process.”
California license #02058287Serves Alabama, Arizona +23Since 2017Financing
San Francisco, CA · 17 mi from San Rafael
i
Book onlineBook
Financial Zen

Financial Zen

5.0 31 reviews
“If you're looking for a financial management team that is professional, thorough, and genuinely invested in their clients' success, I highly recommend Financial Zen.”
Since 2007
San Francisco, CA · 17 mi from San Rafael
i
Book onlineBook
True Root Financial

True Root Financial

5.0 23 reviews
“Gives me peace of mind and bandwidth to focus on my personal and professional life and not deal with the ups and downs of the market.”
Serves globalFree consultationSince 2020
San Francisco, CA · 17 mi from San Rafael
i
Monroe Wealth Management

Monroe Wealth Management

5.0 36 reviews
“He's helped us think through job offers, startup equity, tax strategies, S-corp filings, and even planning and financing a new home in another state.”
Free consultationSince 2019
San Francisco, CA · 17 mi from San Rafael
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Perotti and Carrade

Perotti and Carrade

5.0 3 reviews
BBB ASince 2002
1 McInnis Pkwy Suite 200
i

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.

Jocelyn Pension Consulting

Jocelyn Pension Consulting

4.8 15 reviews
“They are the best in the business, and I highly recommend them to anyone looking for a reliable and friendly pension provider.”
Since 2006
100 Smith Ranch Rd ste 329
i
Moraes & Cassidy Group

Moraes & Cassidy Group

5.0 5 reviews
“If you're looking for a long-term financial partnership Moraes & Cassidy Group is a great firm to be with.”
California license #0E37528Since 2011
7 Mt Lassen Dr
i
NWK Group

NWK Group

5.0 1 review
Since 2002Prices online
San Francisco, CA · 17 mi from San Rafael
i
David E. Backman, CPA

David E. Backman, CPA

Free consultationBBB A+Since 1995
San Francisco, CA · 17 mi from San Rafael
i
HomeWealth Management AdvisorsCaliforniaSan Rafael, CA

Why these companies made our list

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