# Westhill Financial Advisors

Westhill 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:** 1989
- **Assets under management:** Undisclosed
- **Website:** westhillfa.com
- **LinkedIn:** https://www.linkedin.com/company/westhill-financial-advisors

## Regulatory record

- **CRD number:** 152506
- **SEC file number:** 801-71005
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-12T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152506

## About

Founded in 1989, Westhill Financial Advisors established its practice in San Rafael, California, positioning itself within the affluent North Bay corridor that serves as a gravitational center for both inherited and self-made wealth. The firm operates as an independent registered investment advisor, a structure that distinguishes it from wirehouse or bank-affiliated wealth managers. Westhill constructs portfolios that span traditional public-market asset classes, including domestic and international equities, fixed income, and cash equivalents. The firm's investment approach appears centered on strategic asset allocation and tax-aware management, typical of advisors serving clients with substantial taxable estates. Beyond portfolio management, Westhill integrates holistic financial planning — encompassing retirement projections, estate planning coordination, and trust administration — as a core component of its client relationships. The firm does not publicly disclose direct private-market investments, venture allocations, or alternative-asset commitments, which reinforces its profile as a traditional wealth-management practice rather than a hybrid family office. With a single office in San Rafael, Westhill maintains a deliberately compact footprint. The firm's team structure remains opaque; it does not publish headcount, investment committee composition, or bios of its principals on its public-facing website. This absence of transparency is common among smaller registered investment advisors that prioritize client confidentiality over institutional marketing. There is no evidence of affiliated philanthropic vehicles, membership in ultra-high-net-worth peer networks, or adjacent operating businesses. The firm's public record offers no disclosure of total assets under management, making scale comparisons impossible. The structural differentiator for Westhill lies in its independence and tenure. As an owner-operated RIA that has survived multiple market cycles since 1989, the firm occupies a particular niche: it is neither a scalable national aggregator nor a multi-family office chasing institutional capital, but a durable local practice built for clients who value continuity and personal relationships over brand recognition or institutional complexity.

## Questions

### What type of clients does Westhill typically serve?

Westhill's client base includes high-net-worth individuals, trusts, and business entities. The firm's location in Marin County places it in close proximity to concentrated pockets of both inherited and self-made wealth in the North Bay. Its service model emphasizes long-term financial planning, retirement-income strategies, and portfolio management tailored to clients with substantial taxable assets.

### Is Westhill affiliated with a larger financial institution?

No. Westhill Financial Advisors operates as an independent registered investment advisor, not as a division of a bank, wirehouse, or national wealth-management platform. This independence allows the firm to select investments and structure client portfolios without institutional product mandates or proprietary fund requirements that often constrain advisors at larger financial organizations.

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

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