# Longview Financial Advisors

Longview Financial Advisors is a Bank / Wealth / Trust based in San Rafael, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Rafael, United States
- **Region:** North America
- **Address:** San Rafael, CA, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** www.longviewfin.com
- **LinkedIn:** https://www.linkedin.com/company/longviewfa

## Regulatory record

- **CRD number:** 291192
- **SEC file number:** 801-112241
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-06T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/291192

## About

The firm was founded in 2018 and operates from San Rafael, California, placing it inside the affluent North Bay corridor that stretches from the Golden Gate Bridge through Marin and Sonoma counties. As a registered investment advisor, Longview is subject to the Investment Advisers Act of 1940, which imposes a federal fiduciary duty on the firm when advising retail clients — a structural differentiator from broker-dealers in the region who operate under the less stringent suitability standard. The firm's stated client base spans individuals, trusts, estates, and business entities. Longview's investment approach integrates financial planning, discretionary portfolio management, and tax planning — a bundled service model more typical of high-end multi-family offices than of smaller RIAs. Asset-class exposure is not publicly itemized, but standard RIA portfolios of this profile typically span US large-cap equities, municipal and investment-grade fixed income, and liquid alternatives to manage sequence-of-return risk for clients in or near decumulation. Northern California, with its concentration of concentrated equity positions from pre-IPO and public-company employees, often makes exchange funds and covered-call strategies relevant tools in local RIA toolkits. No AUM, team headcount, or principal biographies are publicly disclosed. The firm's website — longviewfin.com — serves as a minimal digital presence, consistent with an advisory business that sources clients through professional networks (CPAs, estate attorneys, business brokers) rather than through public marketing. Marin County is one of the wealthiest per-capita regions in the United States, with a dense ecosystem of trusts, family businesses, and technology-affiliated households, creating a deep local addressable market for a planning-centric RIA. The defining structural feature of Longview is its simultaneous discipline in both investment management and tax planning — dual capabilities that family offices typically buy from separate providers. This bundling creates stickier client relationships and enables a single advisor to see the full household balance sheet, including assets held away from managed accounts. For a sub-scale RIA, this model competes by depth rather than by breadth of services.

## Questions

### How is Longview Financial Advisors regulated?

Longview Financial Advisors is a registered investment advisor with the U.S. Securities and Exchange Commission. As an RIA, the firm is bound by a federal fiduciary duty under the Investment Advisers Act of 1940, meaning it must act in its clients' best interests when providing investment advice. This is a higher standard than the Regulation Best Interest requirement applied to broker-dealers.

## Related profiles

- [LongView Asset Management](https://altss.com/profile/longview-asset-management)
- [Longview Firefighters Relief and Retirement Fund](https://altss.com/profile/longview-firefighters-relief-and-retirement-fund)

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Last updated: 2026-08-11T02:43:31.692Z

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