Litman Gregory Asset Management, LLC

Litman Gregory Asset Management, LLC (CRD# 107611) is a financial advisory firm headquartered in Orinda, CA. They manage $6,148,702,030 in 1,194 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,149
    MILLION
  • Total Number of Accounts
    1,194
    ACCOUNTS
  • Average Account Value
    $5,149,667
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, LA, MA, MN, NE, NH, NV, NY, TX

Financial Advisors at Litman Gregory Asset Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
John M. Baxman
CRD#: 2881592
100 Larkspur Landing Circle, Suite 204, Larkspur, CA 94939
96
Wealthminder
score

John Baxman (CRD# 2881592) is an Investment Advisor Representative working at Litman Gregory Asset Management, LLC in Larkspur, CA and has over 19 years of experience in the finance industry. John Baxman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Lesley E. Cannan
CRD#: 4529270
4 Orinda Way, Suite 200-d, Orinda, CA 94563
96
Wealthminder
score

Lesley Cannan (CRD# 4529270) is an Investment Advisor Representative working at Litman Gregory Asset Management, LLC in Orinda, CA and has over 6 years of experience in the finance industry. Lesley Cannan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Gretchen C. Hollstein
CRD#: 2296274
4 Orinda Way, Suite 200-d, Orinda, CA 94563
96
Wealthminder
score

Gretchen Hollstein (CRD# 2296274) is an Investment Advisor Representative working at Litman Gregory Asset Management, LLC in Orinda, CA and has over 23 years of experience in the finance industry. Gretchen Hollstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Ronald T. Johnson
CRD#: 1106610
4 Orinda Way, Suite 200-d, Orinda, CA 94563
96
Wealthminder
score

Ronald Johnson (CRD# 1106610) is an Investment Advisor Representative working at Litman Gregory Asset Management, LLC in Orinda, CA and has over 21 years of experience in the finance industry.

5
Christopher C. Wheaton
CRD#: 2461422
4 Orinda Way, Suite 200-d, Orinda, CA 94563
96
Wealthminder
score

Christopher Wheaton (CRD# 2461422) is an Investment Advisor Representative working at Litman Gregory Asset Management, LLC in Orinda, CA and has over 22 years of experience in the finance industry. Christopher Wheaton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Meredith S. Etherington
CRD#: 2897650
100 Larkspur Landing Circle, Suite 204, Larkspur, CA 94939
93
Wealthminder
score

Meredith Etherington (CRD# 2897650) is an Investment Advisor Representative working at Litman Gregory Asset Management, LLC in Larkspur, CA and has over 16 years of experience in the finance industry.

7
Craig B. Keller
CRD#: 4803363
4 Orinda Way, Suite 200-d, Orinda, CA 94563
90
Wealthminder
score

Craig Keller (CRD# 4803363) is an Investment Advisor Representative working at Litman Gregory Asset Management, LLC in Orinda, CA and has 1 year of experience in the finance industry.

8
Monica B. Muñoz
CRD#: 4490645
100 Larkspur Landing Circle, Suite 204, Larkspur, CA 94939
90
Wealthminder
score

Monica Muñoz (CRD# 4490645) is an Investment Advisor Representative working at Litman Gregory Asset Management, LLC in Larkspur, CA and has 1 year of experience in the finance industry. Monica Muñoz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.