Financial ADVSR advisor directory · SEC adviser records
Aspiriant, LLC financial advisors in San Francisco, CA
Every SEC-registered investment adviser representative at a Aspiriant, LLC office in San Francisco, A to Z.
The short answer
8 registered advisors work at Aspiriant, LLC in San Francisco, out of 66 at the firm nationwide; it ranks number 57 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Aspiriant, LLC advisors in San Francisco, A to Z
Every Aspiriant, LLC advisor →- April M. AntonioCertified Financial Planner
- Michelle M. EversmanCertified Financial Planner
- Teresa T. GreenipCertified Financial Planner
- Gretchen C. HollsteinCertified Financial Planner
- Lani A. Kapur RainsCertified Financial Planner
- Gavin P. NeilChartered Financial Analyst
- Jason B. ShemtobCertified Financial Planner
- Pratibha YadavInvestment adviser rep
Aspiriant, LLC advisors in every city and state →Aspiriant, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Aspiriant, LLC advisors in other cities
Los Angeles, CA 30Mountain View, CA 8Pewaukee, WI 6San Diego, CA 5New York, NY 4Cincinnati, OH 3Irvine, CA 1Minnetonka, MN 1
Other firms in San Francisco
All San Francisco advisors →Morgan Stanley 418J.P. Morgan Securities LLC 294Merrill Lynch, Pierce, Fenner & Smith Incorporated 215UBS Financial Services Inc. 189Farther 131Wells Fargo Clearing Services, LLC 109Citigroup Global Markets Inc. 79Schwab Wealth Advisory, Inc. 75Iconiq Capital, LLC 73Charles Schwab & Co., Inc. 70Strategic Advisers LLC 65Parallel Advisors, LLC 54
Questions
How many financial advisors does Aspiriant, LLC have in San Francisco?
8 investment adviser representatives are registered at Aspiriant, LLC offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 66 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Aspiriant, LLC one of the largest advisor employers in San Francisco?
Aspiriant, LLC ranks number 57 in San Francisco by registered advisors; Morgan Stanley has the most, with 418.
How do I check a Aspiriant, LLC 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 Aspiriant, LLC 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.