WESTHILL FINANCIAL ADVISORS, INC.
SEC file number 801-71005
· SAN RAFAEL, CA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$588.8M
Discretionary AUM
$577.2M
Employees
13
Clients
13
Firm
- Address
- 999 FIFTH AVE., SUITE 300
SAN RAFAEL, CA 94901 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
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AdvisorNet Financial, Inc · D/A · Apr 21, 2026
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AdvisorNet Financial, Inc · D/A · Apr 15, 2025
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Financial Synergies Wealth Advisors, Inc. · D · Mar 5, 2025$7M