Financial ADVSR advisor directory · SEC adviser records
Osborne Partners financial advisors in San Francisco, CA
Every SEC-registered investment adviser representative at a Osborne Partners office in San Francisco, A to Z.
The short answer
10 registered advisors work at Osborne Partners in San Francisco, out of 11 at the firm nationwide; it ranks number 50 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Osborne Partners advisors in San Francisco, A to Z
Every Osborne Partners advisor →- Charles J. ElseInvestment adviser rep
- Daniel M. HautCertified Financial Planner, Chartered Financial Analyst
- Melissa K. JonesChartered Financial Analyst
- Thomas A. PiroCertified Financial Planner
- Seema RajouraInvestment adviser rep
- Paul G. ResnickInvestment adviser rep
- Zachary J. RieraCertified Financial Planner
- Jason P. RodnickChartered Financial Analyst
- Alexandra O. SandbergCertified Financial Planner, Chartered Financial Consultant
- Sonia J. Von BergInvestment adviser rep
Osborne Partners advisors in every city and state →Osborne Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Osborne Partners advisors in other cities
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 Osborne Partners have in San Francisco?
10 investment adviser representatives are registered at Osborne Partners offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 11 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Osborne Partners one of the largest advisor employers in San Francisco?
Osborne Partners ranks number 50 in San Francisco by registered advisors; Morgan Stanley has the most, with 427.
How do I check a Osborne Partners 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 Osborne Partners 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.