WESTHILL FINANCIAL ADVISORS, INC.
CRD #152506 SEC #801-71005 SAN RAFAEL, CA 415-456-2292
SEC Registered
Total AUM
$684.4M
Discretionary
$672.3M
Employees
13
Clients
25
Accounts
1,212
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $684.4M | $672.3M | $12.1M | 13 | 13 |
| Dec 2024 | $588.8M | $577.2M | $11.6M | 13 | 13 |
| Jun 2024 | $588.8M | $577.2M | $11.6M | 13 | 13 |
| Mar 2024 | $588.8M | $577.2M | $11.6M | 12 | 13 |
| Mar 2023 | $487.9M | $477.7M | $10.2M | 10 | 14 |
| Mar 2023 | $487.9M | $477.7M | $10.2M | 10 | 14 |
| Dec 2022 | $561.7M | $549.5M | $12.2M | 10 | 11 |
| Aug 2022 | $561.7M | $549.5M | $12.2M | 10 | 11 |
| Jun 2022 | $561.7M | $549.5M | $12.2M | 10 | 11 |
| Mar 2022 | $561.7M | $549.5M | $12.2M | 10 | 11 |
| May 2021 | $429.4M | $415.4M | $14.1M | 10 | 31 |
| Mar 2021 | $429.4M | $415.4M | $14.1M | 10 | 31 |
| Mar 2021 | $429.4M | $415.4M | $14.1M | 10 | 31 |
| Nov 2020 | $380.3M | $365.5M | $14.8M | 10 | 24 |
| Sep 2020 | $380.3M | $365.5M | $14.8M | 10 | 24 |
| Jun 2020 | $380.3M | $365.5M | $14.8M | 10 | 24 |
| Jun 2020 | $380.3M | $365.5M | $14.8M | 10 | 24 |
| Mar 2020 | $380.3M | $365.5M | $14.8M | 10 | 24 |
| Mar 2020 | $380.3M | $365.5M | $14.8M | 10 | 24 |
| Mar 2020 | $380.3M | $365.5M | $14.8M | 10 | 24 |
| Apr 2019 | $308.9M | $295.8M | $13.2M | 10 | 17 |
| Mar 2019 | $308.9M | $295.8M | $13.2M | 10 | 17 |
| Nov 2018 | $307.7M | $294.2M | $13.5M | 11 | 35 |
| May 2018 | $307.7M | $294.2M | $13.5M | 11 | 35 |
| Mar 2018 | $307.7M | $294.2M | $13.5M | 11 | 35 |
| Mar 2017 | $260.1M | $242.6M | $17.5M | 11 | 300 |
| Nov 2016 | $215.3M | $198.2M | $17.1M | 12 | 300 |
| Jul 2016 | $215.3M | $198.2M | $17.1M | 11 | 300 |
| Mar 2016 | $215.3M | $198.2M | $17.1M | 11 | 300 |
| Aug 2015 | $213.3M | $173.7M | $39.6M | 12 | 300 |
| Mar 2015 | $213.3M | $173.7M | $39.6M | 12 | 300 |
| Mar 2014 | $181.9M | $78.3M | $103.5M | 9 | 260 |
| Jul 2013 | $155M | $6.9M | $148.1M | 7 | 245 |
| Feb 2013 | $155M | $6.9M | $148.1M | 8 | 245 |
| Sep 2012 | $135.5M | $0 | $135.5M | 1 | 220 |
| Mar 2012 | $135.5M | $0 | $135.5M | 1 | 220 |
| Jul 2011 | $101M | $0 | $101M | 5 | -- |
| May 2011 | $101M | $0 | $101M | 5 | -- |
| Mar 2011 | $101M | $0 | $101M | 5 | -- |
| Mar 2011 | $101M | $0 | $101M | 5 | -- |
| Jan 2011 | $39.5M | $0 | $39.5M | 5 | -- |
| Dec 2010 | $39.5M | $0 | $39.5M | 5 | -- |
| May 2010 | $39.5M | $0 | $39.5M | 5 | -- |
DateMar 2025
Total AUM$684.4M
Discretionary$672.3M
Non-Disc.$12.1M
Employees13
Clients13
DateDec 2024
Total AUM$588.8M
Discretionary$577.2M
Non-Disc.$11.6M
Employees13
Clients13
DateJun 2024
Total AUM$588.8M
Discretionary$577.2M
Non-Disc.$11.6M
Employees13
Clients13
DateMar 2024
Total AUM$588.8M
Discretionary$577.2M
Non-Disc.$11.6M
Employees12
Clients13
DateMar 2023
Total AUM$487.9M
Discretionary$477.7M
Non-Disc.$10.2M
Employees10
Clients14
DateMar 2023
Total AUM$487.9M
Discretionary$477.7M
Non-Disc.$10.2M
Employees10
Clients14
DateDec 2022
Total AUM$561.7M
Discretionary$549.5M
Non-Disc.$12.2M
Employees10
Clients11
DateAug 2022
Total AUM$561.7M
Discretionary$549.5M
Non-Disc.$12.2M
Employees10
Clients11
DateJun 2022
Total AUM$561.7M
Discretionary$549.5M
Non-Disc.$12.2M
Employees10
Clients11
DateMar 2022
Total AUM$561.7M
Discretionary$549.5M
Non-Disc.$12.2M
Employees10
Clients11
DateMay 2021
Total AUM$429.4M
Discretionary$415.4M
Non-Disc.$14.1M
Employees10
Clients31
DateMar 2021
Total AUM$429.4M
Discretionary$415.4M
Non-Disc.$14.1M
Employees10
Clients31
DateMar 2021
Total AUM$429.4M
Discretionary$415.4M
Non-Disc.$14.1M
Employees10
Clients31
DateNov 2020
Total AUM$380.3M
Discretionary$365.5M
Non-Disc.$14.8M
Employees10
Clients24
DateSep 2020
Total AUM$380.3M
Discretionary$365.5M
Non-Disc.$14.8M
Employees10
Clients24
DateJun 2020
Total AUM$380.3M
Discretionary$365.5M
Non-Disc.$14.8M
Employees10
Clients24
DateJun 2020
Total AUM$380.3M
Discretionary$365.5M
Non-Disc.$14.8M
Employees10
Clients24
DateMar 2020
Total AUM$380.3M
Discretionary$365.5M
Non-Disc.$14.8M
Employees10
Clients24
DateMar 2020
Total AUM$380.3M
Discretionary$365.5M
Non-Disc.$14.8M
Employees10
Clients24
DateMar 2020
Total AUM$380.3M
Discretionary$365.5M
Non-Disc.$14.8M
Employees10
Clients24
DateApr 2019
Total AUM$308.9M
Discretionary$295.8M
Non-Disc.$13.2M
Employees10
Clients17
DateMar 2019
Total AUM$308.9M
Discretionary$295.8M
Non-Disc.$13.2M
Employees10
Clients17
DateNov 2018
Total AUM$307.7M
Discretionary$294.2M
Non-Disc.$13.5M
Employees11
Clients35
DateMay 2018
Total AUM$307.7M
Discretionary$294.2M
Non-Disc.$13.5M
Employees11
Clients35
DateMar 2018
Total AUM$307.7M
Discretionary$294.2M
Non-Disc.$13.5M
Employees11
Clients35
DateMar 2017
Total AUM$260.1M
Discretionary$242.6M
Non-Disc.$17.5M
Employees11
Clients300
DateNov 2016
Total AUM$215.3M
Discretionary$198.2M
Non-Disc.$17.1M
Employees12
Clients300
DateJul 2016
Total AUM$215.3M
Discretionary$198.2M
Non-Disc.$17.1M
Employees11
Clients300
DateMar 2016
Total AUM$215.3M
Discretionary$198.2M
Non-Disc.$17.1M
Employees11
Clients300
DateAug 2015
Total AUM$213.3M
Discretionary$173.7M
Non-Disc.$39.6M
Employees12
Clients300
DateMar 2015
Total AUM$213.3M
Discretionary$173.7M
Non-Disc.$39.6M
Employees12
Clients300
DateMar 2014
Total AUM$181.9M
Discretionary$78.3M
Non-Disc.$103.5M
Employees9
Clients260
DateJul 2013
Total AUM$155M
Discretionary$6.9M
Non-Disc.$148.1M
Employees7
Clients245
DateFeb 2013
Total AUM$155M
Discretionary$6.9M
Non-Disc.$148.1M
Employees8
Clients245
DateSep 2012
Total AUM$135.5M
Discretionary$0
Non-Disc.$135.5M
Employees1
Clients220
DateMar 2012
Total AUM$135.5M
Discretionary$0
Non-Disc.$135.5M
Employees1
Clients220
DateJul 2011
Total AUM$101M
Discretionary$0
Non-Disc.$101M
Employees5
Clients--
DateMay 2011
Total AUM$101M
Discretionary$0
Non-Disc.$101M
Employees5
Clients--
DateMar 2011
Total AUM$101M
Discretionary$0
Non-Disc.$101M
Employees5
Clients--
DateMar 2011
Total AUM$101M
Discretionary$0
Non-Disc.$101M
Employees5
Clients--
DateJan 2011
Total AUM$39.5M
Discretionary$0
Non-Disc.$39.5M
Employees5
Clients--
DateDec 2010
Total AUM$39.5M
Discretionary$0
Non-Disc.$39.5M
Employees5
Clients--
DateMay 2010
Total AUM$39.5M
Discretionary$0
Non-Disc.$39.5M
Employees5
Clients--