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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 25, 2025 and August 11, 2026, reported AUM increased 15.3%, from $684.4M to $789.4M.
Across 5 reported observations, AUM increased 40.5% between December 1, 2022 and August 11, 2026, from $561.7M to $789.4M.
Of the latest reported AUM, 98.2% is discretionary and 1.8% is non-discretionary.
The firm reports 6 advisory representatives and 436 clients, or 72.7 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on August 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Westhill Financial Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MEGHAN MURPHY HYLAND
President, Secretary
- CRD
- #6515535
- Ownership
- Less than 5%
KIRK MARTIN LUDWIG
Chief Compliance Officer, Chief Investment Officer
- 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
SMA allocation detail is available
Westhill Financial Advisors, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2026
Review the latest reported holdings
Westhill Financial Advisors, Inc.'s 13F holdings detail is available for Q3 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.