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Financial ADVSR advisor directory · SEC adviser records

Parnassus Investments, LLC financial advisors in San Francisco, CA

Every SEC-registered investment adviser representative at a Parnassus Investments, LLC office in San Francisco, A to Z.

The short answer

8 registered advisors work at Parnassus Investments, LLC in San Francisco, out of 10 at the firm nationwide; it ranks number 63 in the city by advisors. 0 list the CFP designation and 7 are also registered broker representatives.

Parnassus Investments, LLC advisors in San Francisco, A to Z

Every Parnassus Investments, LLC advisor →

Parnassus Investments, LLC advisors in every city and state →Parnassus Investments, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Parnassus Investments, LLC advisors in other cities

Chicago, IL 1Marion, MA 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 Parnassus Investments, LLC have in San Francisco?

8 investment adviser representatives are registered at Parnassus Investments, LLC offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 0 list the CFP designation and 7 are also registered as broker representatives.

Is Parnassus Investments, LLC one of the largest advisor employers in San Francisco?

Parnassus Investments, LLC ranks number 63 in San Francisco by registered advisors; Morgan Stanley has the most, with 418.

How do I check a Parnassus Investments, 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 Parnassus Investments, 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.