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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Greenbrae, CA

Every SEC-registered investment adviser representative at a firm office in Greenbrae, with the firms that employ the most of them.

41 registered advisors work in Greenbrae; the most are at RBC Capital Markets, LLC (14). 0 list the CFP designation and 20 are also registered broker representatives.

Firms with the most advisors in Greenbrae

FirmAdvisors in Greenbrae
RBC Capital Markets, LLC news14
Cerity Partners LLC news6
Kcm Investment Advisors6
Alpha Blue Capital2
Slow Capital, Inc.2
Wells Fargo Clearing Services, LLC news2
Charles Schwab & Co., Inc. news1
Fairlead Financial Advisors, LLC1
Farid Consulting1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
McM Wealth1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Resolute Partners Group1
Spyglass Capital Management, LLC1

Advisors in Greenbrae, A to Z

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Other cities in California

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San Diego 3,692Los Angeles 3,528San Francisco 3,395Newport Beach 1,868Irvine 1,751Pasadena 1,138Walnut Creek 1,114San Jose 962Beverly Hills 692Westlake Village 638Roseville 633Sacramento 613Palo Alto 546Torrance 513La Jolla 490Santa Barbara 454Carlsbad 446Fresno 446El Segundo 438San Rafael 434Menlo Park 432Woodland Hills 377San Mateo 373Long Beach 359

Questions

How many financial advisors are in Greenbrae, CA?

41 investment adviser representatives are registered at firm offices in Greenbrae, California, according to the SEC's Investment Adviser Public Disclosure records. 20 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Greenbrae?

RBC Capital Markets, LLC, with 14 registered advisors in Greenbrae, followed by Cerity Partners LLC with 6.

How do I check a financial advisor in Greenbrae?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.