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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-21-2010
- Office Locations
- 1
Office Locations
About Westhill Financial Advisors, Inc.
WestHill Financial Advisors is a San Rafael, CA RIA providing strategic financial planning, investment management, and risk management for individuals and business owners/entrepreneurs. The team focuses on goal-based portfolio construction and asset allocation, including mutual funds/ETFs and ESG/impact-oriented themes where appropriate. Notable for Charles Schwab custody and use of platforms like Black Diamond and eMoney.
Team overview
Insights
Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
MEGHAN MURPHY HYLAND
President, Secretary
- CRD
- #6515535
- Ownership
- Less than 5%
KIRK MARTIN LUDWIG
Chief Compliance Officer, Chief Investment Officer, Financial Advisor, General Partner, TREASURER
- CRD
- #1453087
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Samantha Lain Keeler
Financial Advisor, General Partner
- CRD
- #7116371
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $775,598,905 | $612,637 |
| Non-Discretionary | $13,842,223 | $2,307,037 |
| Total | $789,441,128 | $620,630 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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