Financial ADVSR advisor directory · SEC adviser records
Financial advisors in San Anselmo, CA
Every SEC-registered investment adviser representative at a firm office in San Anselmo, with the firms that employ the most of them.
12 registered advisors work in San Anselmo; the most are at Arsenio Capital Management LLC (1). 1 list the CFP designation and 7 are also registered broker representatives.
Firms with the most advisors in San Anselmo
| Firm | Advisors in San Anselmo |
|---|---|
| Arsenio Capital Management LLC | 1 |
| Awr Investment Management, LLC | 1 |
| Inflection Capital Management, LLC | 1 |
| J.P. Morgan Securities LLC news | 1 |
| Kestra Advisory Services, LLC news | 1 |
| LPL Financial LLC news | 1 |
| Principal Asset Management | 1 |
| Sporl & Company | 1 |
| Stifel, Nicolaus & Company, Incorporated news | 1 |
| Stonebridge Capital Management Nw, LLC | 1 |
| Strategic Advisers LLC | 1 |
| Wells Fargo Clearing Services, LLC news | 1 |
Advisors in San Anselmo, A to Z
CFP advisors in San Anselmo →- Joseph T. Arsenio IIArsenio Capital Management LLC
- Christopher S. BoggsJ.P. Morgan Securities LLC
- Ryan J. CarrollPrincipal Asset Management
- Laurie H. GottliebKestra Advisory Services, LLC
- Rosemarie G. HalajianStrategic Advisers LLC · Certified Financial Planner
- Brian D. HoganStonebridge Capital Management Nw, LLC
- Justin M. KunzInflection Capital Management, LLC
- Dmitry V. LeykinWells Fargo Clearing Services, LLC
- Taylor A. LoughlinStifel, Nicolaus & Company, Incorporated
- Jeffrey D. RankeLPL Financial LLC
- Andrew W. RyanAwr Investment Management, LLC
- Edward F. Sporl IIISporl & Company
Other cities in California
All of California →San Diego 3,490San Francisco 3,219Los Angeles 3,218Newport Beach 1,783Irvine 1,659Pasadena 1,109Walnut Creek 1,049San Jose 897Beverly Hills 656Roseville 611Westlake Village 597Sacramento 588Palo Alto 500Torrance 471La Jolla 463Carlsbad 429Menlo Park 428Santa Barbara 422El Segundo 421Fresno 413San Rafael 394San Mateo 354Woodland Hills 343Long Beach 335
Questions
How many financial advisors are in San Anselmo, CA?
12 investment adviser representatives are registered at firm offices in San Anselmo, California, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 1 list the CFP designation.
Which firm has the most financial advisors in San Anselmo?
Arsenio Capital Management LLC, with 1 registered advisors in San Anselmo, followed by Awr Investment Management, LLC with 1.
How do I check a financial advisor in San Anselmo?
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.