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WESTHILL FINANCIAL ADVISORS, INC.

SAN RAFAEL, CA · CRD 152506 · IAPD ↗ · westhillfa.com · 415-456-2292

$789.4MRegulatory AUM
6Advisory reps
11Employees
10Clients
11-25Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
January 2025 — WESTHILL FINANCIAL ADVISORS, INC. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — WESTHILL FINANCIAL ADVISORS, INC. added office(s): 0 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — WESTHILL FINANCIAL ADVISORS, INC. crossed $500M in regulatory AUM ($487.9M -> $588.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.