Wells Fargo Advisors
41yrs
Top advisor by experience in Ross
Financial advisors in Ross, CA
Looking for a financial advisor in Ross, CA? We list 5 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
5Advisors with offices here
21Median years of experience
0%At fee-only firms
4Firms represented
Largest firms here: Spitfire Capital LLC (2), Citigroup Global Markets Inc. (1), Winship Wealth Partners (1).
Nearby: Kentfield, San Anselmo, Greenbrae, Larkspur, Fairfax, San Rafael, Corte Madera, Mill Valley.
Winship Wealth Partners
28yrs
Top 20% by experience nationwide
Spitfire Capital
21yrs
More experience than 64% of advisors nationwide
Spitfire Capital
19yrs
More experience than 59% of advisors nationwide
Citigroup Global Markets
9yrs
9 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.