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

Syntheticfi LLC financial advisors in San Francisco, CA

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

The short answer

6 registered advisors work at Syntheticfi LLC in San Francisco, out of 9 at the firm nationwide; it ranks number 71 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Syntheticfi LLC advisors in San Francisco, A to Z

Every Syntheticfi LLC advisor →

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

Syntheticfi LLC advisors in other cities

Bangor, ME 1Centennial, CO 1Winter Park, FL 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 Syntheticfi LLC have in San Francisco?

6 investment adviser representatives are registered at Syntheticfi LLC offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Syntheticfi LLC one of the largest advisor employers in San Francisco?

Syntheticfi LLC ranks number 71 in San Francisco by registered advisors; Morgan Stanley has the most, with 427.

How do I check a Syntheticfi 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 Syntheticfi 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.