Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Ashton Thomas Private Wealth financial advisors in San Francisco, CA

Every SEC-registered investment adviser representative at a Ashton Thomas Private Wealth office in San Francisco, A to Z.

The short answer

6 registered advisors work at Ashton Thomas Private Wealth in San Francisco, out of 85 at the firm nationwide; it ranks number 67 in the city by advisors. 1 list the CFP designation and 5 are also registered broker representatives.

Ashton Thomas Private Wealth advisors in San Francisco, A to Z

Every Ashton Thomas Private Wealth advisor →

Ashton Thomas Private Wealth advisors in every city and state →Ashton Thomas Private Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Ashton Thomas Private Wealth advisors in other cities

Scottsdale, AZ 45Helena, MT 5Casper, WY 3Denver, CO 3New York, NY 3Boston, MA 2Bozeman, MT 2Grand Junction, CO 2Sarasota, FL 2Tucson, AZ 2Aspen, CO 1Colorado Springs, CO 1Dillsburg, PA 1Draper, UT 1Hermosa Beach, CA 1

Other firms in San Francisco

All San Francisco advisors →

Morgan Stanley 427J.P. Morgan Securities LLC 286Merrill Lynch, Pierce, Fenner & Smith Incorporated 218UBS Financial Services Inc. 209Farther 144Wells Fargo Clearing Services, LLC 110Strategic Advisers LLC 75Citigroup Global Markets Inc. 73Charles Schwab & Co., Inc. 70Iconiq Capital, LLC 69Schwab Wealth Advisory, Inc. 67Parallel Advisors, LLC 55

Questions

How many financial advisors does Ashton Thomas Private Wealth have in San Francisco?

6 investment adviser representatives are registered at Ashton Thomas Private Wealth offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 85 nationwide. 1 list the CFP designation and 5 are also registered as broker representatives.

Is Ashton Thomas Private Wealth one of the largest advisor employers in San Francisco?

Ashton Thomas Private Wealth ranks number 67 in San Francisco by registered advisors; Morgan Stanley has the most, with 427.

How do I check a Ashton Thomas Private Wealth advisor in San Francisco?

Each advisor below links to a profile with their registrations, exams, designations 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 Ashton Thomas Private Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.