Investment adviser · CRD 152506
WESTHILL FINANCIAL ADVISORS, INC.
Investment adviser filing (IA)
SAN RAFAEL, CA, United States · Form ADV filed Aug 11, 2026
- Regulatory AUM
- $789M Form ADV · Item 5.F
- Client accounts
- 1,272 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 214 | $685,819,233 | 86.9% |
| Individuals | 200 | $85,693,215 | 10.9% |
| Retirement plans | 8 | $16,121,316 | 2.0% |
| Corporations & businesses | Fewer than 5 | $1,807,364 | 0.2% |
Filing source
Form ADV 2125335 · Aug 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
999 FIFTH AVE., SUITE 300SAN RAFAEL, CA, 94901, United States
CRD 152506
Filing source
Form ADV 2125335 · Aug 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.