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Find Retirement Advisors for Retirement Planning in Mill Valley, California
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Mill Valley, California
Last Updated - April 25, 2025Mill Valley has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 19 non-vetted advisors in your local area. These retirement advisors in Mill Valley, California have an average of 28 years of experience.
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List of Qualified Retirement Planning Advisors in Mill Valley, California
VERIFIEDDavid Roggenkamp
ChFC®
Commonwealth Financial Network
Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDThe Peregrine Private Client Group of Oppenheimer & Co. Inc.
CFP®, CIMA®, AIF®
Qualifications
Firm CRD# 249
Series 7, 8, 63, 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDParker O'Sullivan
CRPS®
Farther Finance, LLC
Qualifications
CRD# 5923601
Firm CRD# 302050
Series 7, 63, 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDDavid Bobrowsky
CFP®, CLU®, Chartered SRI Counselor, ChFC®
Gateway Financial Advisors, Inc.
Qualifications
CRD# 4261724
Firm CRD# 39543
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJohn Cordeiro
Vintage Wealth Advisors
Qualifications
CRD# 2319931
Firm CRD# 151298
Series 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Mill Valley, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 2 Belvedere Place, Suite 250 Mill Valley, CA, 94941 | $4,416,612,552 | 4 | 10 | A percentage of AUM, Performance Based |
| 2 | 591 Redwood Highway, Suite 3210 Mill Valley, CA, 94941 | $1,629,498,586 | 557 | 11 | A percentage of AUM, Fixed fees, Performance Based |
| 3 | 39 Forrest Street, Suite 201 Mill Valley, CA, 94941 | $1,376,488,081 | 9 | 15 | A percentage of AUM, Performance Based |
| 4 | 1 Belvedere Place, Suite 200 Mill Valley, CA, 94941 | $935,766,012 | 887 | 13 | A percentage of AUM, Fixed fees |
| 5 | 2 Belvedere Place, Ste 350 Mill Valley, CA, 94941 | $681,532,553 | 41 | 4 | A percentage of AUM |
| 6 | 38 Miller Ave Suite 20, Mill Valley, CA, 94941 | $571,834,337 | 6 | 13 | A percentage of AUM, Performance Based |
| 7 | 495 Miller Avenue, Suite 206 Mill Valley, CA, 94941 | $512,876,537 | 383 | 3 | A percentage of AUM |
| 8 | 319 Miller Avenue, Mill Valley, CA, 94941 | $368,984,168 | 615 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 100 B Shoreline Hwy, Suite 302 Mill Valley, CA, 94941 | $342,712,542 | 323 | 5 | A percentage of AUM, Fixed fees, Commission Based, Performance Based |
| 10 | 157 Throckmorton Avenue, Suite B Mill Valley, CA, 94941 | $181,835,617 | 2 | 3 | A percentage of AUM, Performance Based |
| 11 | 6 Knoll Lane, Suite B Mill Valley, CA, 94941 | $158,825,370 | 461 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 265 Miller Avenue, Suite 200 Mill Valley, CA, 94941 | $148,410,099 | 3 | 8 | A percentage of AUM, Performance Based |
| 13 | 27 Reed Boulevard, Mill Valley, CA, 94941 | $132,921,147 | 10 | 1 | A percentage of AUM, Fixed fees, Other (REIMBURSEMENT OF EXPENSES) |
| 14 | 129 Miller Avenue, Suite 622 Mill Valley, CA, 94941 | $123,187,596 | 233 | 3 | A percentage of AUM, Fixed fees |
| 15 | 100 Shoreline Highway, Building B, Suite 380 Mill Valley, CA, 94941 | $120,487,080 | 86 | 5 | A percentage of AUM |
Information on Top Retirement Planning firms in Mill Valley, California
QualificationsFirm CRD# 293127
Assets Under Management $4,416,612,552
No. Of Clients4
Clients Per Financial Advisor0
AEQUIM ALTERNATIVE INVESTMENTS LP is a financial advisory firm situated in Mill Valley, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 133802
Assets Under Management $1,629,498,586
No. Of Clients557
Clients Per Financial Advisor51
PRIVATE WEALTH PARTNERS, LLC is a financial advisory firm situated in Mill Valley, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 557 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
QualificationsFirm CRD# 310205
Assets Under Management $1,376,488,081
No. Of Clients9
Clients Per Financial Advisor1
CAI MANAGER LP is a financial advisory firm situated in Mill Valley, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 131155
Assets Under Management $935,766,012
No. Of Clients887
Clients Per Financial Advisor68
WAYPOINT WEALTH PARTNERS is a financial advisory firm situated in Mill Valley, California. With a nearly $936M assets under management, the firm specializes in crafting personalized retirement planning solutions for 887 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 1489
Assets Under Management $681,532,553
No. Of Clients41
Clients Per Financial Advisor10
RELEVANT WEALTH ADVISORS, LLC is a financial advisory firm situated in Mill Valley, California. With a nearly $682M assets under management, the firm specializes in crafting personalized retirement planning solutions for 41 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 299383
Assets Under Management $571,834,337
No. Of Clients6
Clients Per Financial Advisor0
GROUNDFORCE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Mill Valley, California. With a nearly $572M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 170413
Assets Under Management $512,876,537
No. Of Clients383
Clients Per Financial Advisor128
SIVIA CAPITAL PARTNERS, LLC is a financial advisory firm situated in Mill Valley, California. With a nearly $513M assets under management, the firm specializes in crafting personalized retirement planning solutions for 383 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 108834
Assets Under Management $368,984,168
No. Of Clients615
Clients Per Financial Advisor77
ASSEMBLY WEALTH is a financial advisory firm situated in Mill Valley, California. With a nearly $369M assets under management, the firm specializes in crafting personalized retirement planning solutions for 615 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 281775
Assets Under Management $342,712,542
No. Of Clients323
Clients Per Financial Advisor65
GORDIAN WEALTH ADVISORS, LLC is a financial advisory firm situated in Mill Valley, California. With a nearly $343M assets under management, the firm specializes in crafting personalized retirement planning solutions for 323 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Commission Based
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
QualificationsFirm CRD# 156280
Assets Under Management $181,835,617
No. Of Clients2
Clients Per Financial Advisor1
NORWOOD INVESTMENT PARTNERS, LP is a financial advisory firm situated in Mill Valley, California. With a nearly $182M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 173138
Assets Under Management $158,825,370
No. Of Clients461
Clients Per Financial Advisor92
ASPIREAN WEALTH, LLC is a financial advisory firm situated in Mill Valley, California. With a nearly $159M assets under management, the firm specializes in crafting personalized retirement planning solutions for 461 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 291953
Assets Under Management $148,410,099
No. Of Clients3
Clients Per Financial Advisor0
CAMBRIAN ASSET MANAGEMENT, INC. is a financial advisory firm situated in Mill Valley, California. With a nearly $148M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 112814
Assets Under Management $132,921,147
No. Of Clients10
Clients Per Financial Advisor10
RCM ROBINSON CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Mill Valley, California. With a nearly $133M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (REIMBURSEMENT OF EXPENSES)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
QualificationsFirm CRD# 313523
Assets Under Management $123,187,596
No. Of Clients233
Clients Per Financial Advisor78
MILLER AVENUE ADVISORS LLC is a financial advisory firm situated in Mill Valley, California. With a nearly $123M assets under management, the firm specializes in crafting personalized retirement planning solutions for 233 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 165451
Assets Under Management $120,487,080
No. Of Clients86
Clients Per Financial Advisor17
NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC is a financial advisory firm situated in Mill Valley, California. With a nearly $120M assets under management, the firm specializes in crafting personalized retirement planning solutions for 86 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
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