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WESTHILL FINANCIAL ADVISORS, INC.
CRD 152506File 801-71005
APPROVED
Retail clients
Custody
Filing as of Aug 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$789.4M
Above cohort median (national)
Discretionary AUM
$775.6M
Non-discretionary $13.8M
Clients
426
1,272 accounts
Employees
11
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 21, 2010
- Principal office
- 999 FIFTH AVE., SUITE 300, SAN RAFAEL, CA, 94901
- Phone
- 415-456-2292
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $789.4M
- Discretionary AUM
- $775.6M
- Non-discretionary AUM
- $13.8M
- Discretionary accounts
- 1,266
- Non-discretionary accounts
- 6
- Total accounts
- 1,272
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.8M |
| High net worth individuals | 214 | $685.8M |
| Pension and profit sharing plans | 8 | $16.1M |
| Individuals (other than high net worth individuals) | 200 | $85.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.