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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WESTHILL FINANCIAL ADVISORS, INC.

CRD 152506

SAN RAFAEL, CA

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Search this name across graphsid dfx:ria:5c662fa6-d8d9-8803-e5b4-b453ca7ed645

Data as of Aug 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 2
On other graphs: 0
Observed: Mar 17, 2012 to Aug 11, 2026
40 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $789MItem 5.F on the latest filing (2026-08-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $776M
Private client RAUM: $772MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $132Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 6
Offices: 11Schedule D 1.F, beyond the principal office
Accounts: 1,272
Individual clients: 200
High net worth clients: 214
Custody, client assets: $273M
SEC number: 801-71005
CRD: 152506
Filings on the tape: 40
First filed: Mar 17, 2012
Latest filed: Aug 11, 2026
Organised: Corporation, CA
Website: westhillfa.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MATTHEW FRANK TADDEI	Certified Financial Planner\|Chartered Financial Consultant	SAN RAFAEL, CA	16	31	2	no
KIRK MARTIN LUDWIG	Certified Financial Planner\|Chartered Financial Consultant	SAN RAFAEL, CA	16	30	2	no
DIANE MARIE MCCRACKEN	n/a	SAN RAFAEL, CA	16	31	2	no
MEGHAN MURPHY HYLAND	n/a	SAN RAFAEL, CA	10	11	n/a	no
NICHOLAS FAISON SAFRIT	Certified Financial Planner	SAN RAFAEL, CA	6	21	5	no
Samantha Lain Keeler	Certified Financial Planner	SAN RAFAEL, CA	2	11	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HYLAND, MEGHAN, MURPHY	CORPORATE SECRETARY	Na	yes	03/2024	Mar 15, 2023	Dec 11, 2024
LUDWIG, KIRK, MARTIN	CFO, CIO, CCO	Na	yes	12/2009	Mar 17, 2012	Dec 11, 2024
MCCRACKEN, DIANE, MARIE	Director	A	yes	12/2009	Mar 17, 2012	Dec 11, 2024
SAFRIT, NICHOLAS, FAISON	DIRECT OWNER, FINANCIAL ADVISOR	Na	yes	01/2023	Mar 15, 2023	Dec 11, 2024
TADDEI, MATTHEW, FRANK	PRESIDENT, CEO	Na	yes	12/2009	Mar 17, 2012	Dec 11, 2024
HYLAND, MEGHAN, MURPHY	GRANTOR AND TRUSTEE	D	no	01/2023	Mar 15, 2023	Dec 11, 2024
KIRK M LUDWIG AND NANCY LEUNG TRUST U/T/A DATED 9/21/06	DIRECT OWNER	C	no	01/2023	Mar 15, 2023	Dec 11, 2024
LUDWIG, KIRK, MARTIN	GRANTOR AND TRUSTEE	D	no	09/2006	Mar 17, 2012	Dec 11, 2024
MCCRACKEN, DIANE, MARIE	GRANTOR AND TRUSTEE	E	no	10/2008	Mar 17, 2012	Dec 11, 2024
TADDEI, MATTHEW, FRANK	GRANTOR AND TRUSTEE	E	no	09/2015	Mar 17, 2012	Dec 11, 2024
THE DIANE MCCRACKEN TRUST U/T/A DATED 10/6/08	DIRECT OWNER	A	no	01/2023	Mar 15, 2023	Dec 11, 2024
THE HYLAND FAMILY TRUST U/T/A DATED 1/30/23	DIRECT OWNER	B	no	01/2023	Mar 15, 2023	Dec 11, 2024
THE MATTHEW F TADDEI TRUST U/T/A DATED 9/17/15	DIRECT OWNER	C	no	01/2023	Mar 15, 2023	Dec 11, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 12, 2026	$789M	$776M	11	6	11	n/a	n/a
2024	Mar 25, 2025	$684M	$672M	13	7	11	n/a	n/a
2023	Mar 27, 2024	$589M	$577M	12	6	12	n/a	n/a
2022	Mar 15, 2023	$488M	$478M	10	6	0	n/a	n/a
2021	Mar 17, 2022	$562M	$550M	10	6	0	n/a	n/a
2020	Mar 4, 2021	$429M	$415M	10	6	0	n/a	n/a
2019	Mar 13, 2020	$380M	$365M	10	6	0	n/a	n/a
2018	Mar 20, 2019	$309M	$296M	10	6	0	n/a	n/a
2017	Mar 26, 2018	$308M	$294M	11	7	0	n/a	n/a
2016	Mar 16, 2017	$260M	$243M	11	7	n/a	n/a	n/a
2015	Mar 12, 2016	$215M	$198M	11	6	n/a	n/a	n/a
2014	Mar 9, 2015	$213M	$174M	12	7	n/a	n/a	n/a
2013	Mar 21, 2014	$182M	$78.3M	9	5	n/a	n/a	n/a
2012	Feb 5, 2013	$155M	$6.9M	8	8	n/a	n/a	n/a
2011	Mar 17, 2012	$136M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$789M	$684M	15.3%	$488M	17.4%	11	13	11	11

Relationships

Registered with (7)

← Samantha Lain KeelerAdvisorregistration: current employment
Jun 13, 2024 to presentfactForm ADV
← NICHOLAS FAISON SAFRITAdvisorregistration: current employment
Mar 26, 2020 to presentfactForm ADV
← MEGHAN MURPHY HYLANDAdvisorregistration: current employment
Feb 5, 2016 to presentfactForm ADV
← MATTHEW FRANK TADDEIAdvisorregistration: current employment
Mar 11, 2010 to presentfactForm ADV
← KIRK MARTIN LUDWIGAdvisorregistration: current employment
Mar 11, 2010 to presentfactForm ADV
← DIANE MARIE MCCRACKENAdvisorregistration: current employment
Mar 11, 2010 to presentfactForm ADV
← Cynthia J MorrisAdvisorregistration: previous registration
Jan 2, 2013 to Dec 3, 2013factForm ADV

Owns (8)

← TADDEI, MATTHEW, FRANKOwnerGRANTOR AND TRUSTEE, ownership code E, individual
Mar 17, 2012 to Dec 11, 2024factForm ADV
← LUDWIG, KIRK, MARTINOwnerGRANTOR AND TRUSTEE, ownership code D, individual
Mar 17, 2012 to Dec 11, 2024factForm ADV
← MCCRACKEN, DIANE, MARIEOwnerGRANTOR AND TRUSTEE, ownership code E, individual
Mar 17, 2012 to Dec 11, 2024factForm ADV
← HYLAND, MEGHAN, MURPHYOwnerGRANTOR AND TRUSTEE, ownership code D, individual
Mar 15, 2023 to Dec 11, 2024factForm ADV
← KIRK M LUDWIG AND NANCY LEUNG TRUST U/T/A DATED 9/21/06OwnerDIRECT OWNER, ownership code C, domestic entity
Mar 15, 2023 to Dec 11, 2024factForm ADV
← THE DIANE MCCRACKEN TRUST U/T/A DATED 10/6/08OwnerDIRECT OWNER, ownership code A, domestic entity
Mar 15, 2023 to Dec 11, 2024factForm ADV
← THE HYLAND FAMILY TRUST U/T/A DATED 1/30/23OwnerDIRECT OWNER, ownership code B, domestic entity
Mar 15, 2023 to Dec 11, 2024factForm ADV
← THE MATTHEW F TADDEI TRUST U/T/A DATED 9/17/15OwnerDIRECT OWNER, ownership code C, domestic entity
Mar 15, 2023 to Dec 11, 2024factForm ADV

Controls (5)

← TADDEI, MATTHEW, FRANKOwnerPRESIDENT, CEO, ownership code NA, individual
Mar 17, 2012 to Dec 11, 2024factForm ADV
← LUDWIG, KIRK, MARTINOwnerCFO, CIO, CCO, ownership code NA, individual
Mar 17, 2012 to Dec 11, 2024factForm ADV
← MCCRACKEN, DIANE, MARIEOwnerDIRECTOR, ownership code A, individual
Mar 17, 2012 to Dec 11, 2024factForm ADV
← SAFRIT, NICHOLAS, FAISONOwnerDIRECT OWNER, FINANCIAL ADVISOR, ownership code NA, individual
Mar 15, 2023 to Dec 11, 2024factForm ADV
← HYLAND, MEGHAN, MURPHYOwnerCORPORATE SECRETARY, ownership code NA, individual
Mar 15, 2023 to Dec 11, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 17, 2022
Regulatory AUM changed
Westhill Financial Advisors, Inc. reported RAUM $561.7M, up 31% from $429.4M (2021-05-04 to 2022-03-17)
Form ADVobserved 3 days ago
$132M

Show 1 bookkeeping events

Occurred
Mar 27, 2024
Westhill Financial Advisors, Inc. reported 12 offices beyond its principal office, up from 0 (2023-03-30 to 2024-03-27)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5c662fa6-d8d9-8803-e5b4-b453ca7ed645
First observed: Mar 17, 2012
Last observed: Aug 11, 2026 39 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WESTHILL FINANCIAL ADVISORS, INC.

CRD 152506

SAN RAFAEL, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5c662fa6-d8d9-8803-e5b4-b453ca7ed645

Data as of Aug 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:53 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MATTHEW FRANK TADDEI

Certified Financial Planner|Chartered Financial Consultant

SAN RAFAEL, CA

KIRK MARTIN LUDWIG

Certified Financial Planner|Chartered Financial Consultant

SAN RAFAEL, CA

DIANE MARIE MCCRACKEN

n/a

SAN RAFAEL, CA

MEGHAN MURPHY HYLAND

n/a

SAN RAFAEL, CA

n/a

NICHOLAS FAISON SAFRIT

Certified Financial Planner

SAN RAFAEL, CA

Samantha Lain Keeler

Certified Financial Planner

SAN RAFAEL, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HYLAND, MEGHAN, MURPHY

CORPORATE SECRETARY

yes

03/2024

Mar 15, 2023

Dec 11, 2024

LUDWIG, KIRK, MARTIN

CFO, CIO, CCO

yes

12/2009

Mar 17, 2012

Dec 11, 2024

MCCRACKEN, DIANE, MARIE

Director

yes

12/2009

Mar 17, 2012

Dec 11, 2024

SAFRIT, NICHOLAS, FAISON

DIRECT OWNER, FINANCIAL ADVISOR

yes

01/2023

Mar 15, 2023

Dec 11, 2024

TADDEI, MATTHEW, FRANK

PRESIDENT, CEO

yes

12/2009

Mar 17, 2012

Dec 11, 2024

HYLAND, MEGHAN, MURPHY

GRANTOR AND TRUSTEE

01/2023

Mar 15, 2023

Dec 11, 2024

KIRK M LUDWIG AND NANCY LEUNG TRUST U/T/A DATED 9/21/06

DIRECT OWNER

01/2023

Mar 15, 2023

Dec 11, 2024

LUDWIG, KIRK, MARTIN

GRANTOR AND TRUSTEE

09/2006

Mar 17, 2012

Dec 11, 2024

MCCRACKEN, DIANE, MARIE

GRANTOR AND TRUSTEE

10/2008

Mar 17, 2012

Dec 11, 2024

TADDEI, MATTHEW, FRANK

GRANTOR AND TRUSTEE

09/2015

Mar 17, 2012

Dec 11, 2024

THE DIANE MCCRACKEN TRUST U/T/A DATED 10/6/08

DIRECT OWNER

01/2023

Mar 15, 2023

Dec 11, 2024

THE HYLAND FAMILY TRUST U/T/A DATED 1/30/23

DIRECT OWNER

01/2023

Mar 15, 2023

Dec 11, 2024

THE MATTHEW F TADDEI TRUST U/T/A DATED 9/17/15

DIRECT OWNER

01/2023

Mar 15, 2023

Dec 11, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 12, 2026

$789M

$776M

n/a

2024

Mar 25, 2025

$684M

$672M

n/a

2023

Mar 27, 2024

$589M

$577M

n/a

2022

Mar 15, 2023

$488M

$478M

n/a

2021

Mar 17, 2022

$562M

$550M

n/a

2020

Mar 4, 2021

$429M

$415M

n/a

2019

Mar 13, 2020

$380M

$365M

n/a

2018

Mar 20, 2019

$309M

$296M

n/a

2017

Mar 26, 2018

$308M

$294M

n/a

2016

Mar 16, 2017

$260M

$243M

n/a

2015

Mar 12, 2016

$215M

$198M

n/a

2014

Mar 9, 2015

$213M

$174M

n/a

2013

Mar 21, 2014

$182M

$78.3M

n/a

2012

Feb 5, 2013

$155M

$6.9M

n/a

2011

Mar 17, 2012

$136M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$789M

$684M

15.3%

$488M

17.4%