O'DONNELL FINANCIAL SERVICES, LLC

Tel: 8664962300 1101 Fifth Ave. Suite 150 San Rafael, California 94901

About O'DONNELL FINANCIAL SERVICES, LLC

O'DONNELL FINANCIAL SERVICES, LLC is a San Rafael, California based financial advisory firm with nearly $322,715,157 in assets under management and provides investment advisory services for 889 clients. There are currently 5 financial advisors at the firm.

General Information
Firm CRD#:

172520

Firm SEC#:

801-110717

Assets Under Management:

$322,715,157

No. of Clients:

889

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in California?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in California, San Rafael

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© Copyright 2026 WiserAdvisor.com. All Rights Reserved.