WealthspireFinancial advisor in San Rafael, CA

Also ranked: #20 of 63 wealth managers in San Rafael

Wealthspire is a financial advisor at 100 Smith Ranch Rd #300, San Rafael, CA 94903, ranked #39 of 255 financial advisors in San Rafael and rated 4.8 from 5 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

San Rafael, CAUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (415) 526-2900 Website ↗

Key facts

Key facts about Wealthspire
Address	100 Smith Ranch Rd #300, San Rafael, CA 94903Get directions
Phone	(415) 526-2900
Website	wealthspire.com
Hours	Monday to Friday: 9 AM – 5 PM
Google rating	4.8 from 5 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category
Wealth Managementbusiness name

Service area

Serves San Rafael and 11 towns within 25 miles: San Anselmo, Larkspur, Novato, Mill Valley, Tamalpais-Homestead Valley, San Pablo, Richmond, Pinole, El Sobrante, Hercules and El Cerrito.

Based in San Rafael, CAView on map

Opening hours

Opening hours for Wealthspire
Day	Hours
Monday	9 AM – 5 PM
Tuesday	9 AM – 5 PM
Wednesday	9 AM – 5 PM
Thursday	9 AM – 5 PM
Friday	9 AM – 5 PM
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about Wealthspire

How is Wealthspire ranked in San Rafael?

Wealthspire is ranked #39 of 255 financial advisors in San Rafael by RFA Score, with 62 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Wealthspire’s hours?

Wealthspire is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Wealthspire serve?

Serves San Rafael and 11 towns within 25 miles: San Anselmo, Larkspur, Novato, Mill Valley, Tamalpais-Homestead Valley, San Pablo, Richmond, Pinole, El Sobrante, Hercules and El Cerrito. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Wealthspire?

Wealthspire has a rating of 4.8 from 5 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Wealthspire?

Call Wealthspire on (415) 526-2900. The business is at 100 Smith Ranch Rd #300, San Rafael, CA 94903. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Wealthspire compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Wealthspire (this business)	—	62	4.8 (5)	No	No
Liberty Group	#37	62	4.8 (28)	No	No	20.2 mi
Modern Family Finance, LLC	#38	62	5.0 (25)	No	No	20.7 mi
Veasna Duong \| Mortgage Loan Officer (MLO)	#40	62	5.0 (11)	Yes	Yes	11.5 mi

See all 255 ranked financial advisors in San Rafael