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Financial ADVSR advisor directory · SEC adviser records

Uprise Advisers LLC financial advisors in San Francisco, CA

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

The short answer

3 registered advisors work at Uprise Advisers LLC in San Francisco, out of 4 at the firm nationwide; it ranks number 120 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Uprise Advisers LLC advisors in San Francisco, A to Z

Every Uprise Advisers LLC advisor →

Uprise Advisers LLC advisors in every city and state →Advisor Moves: who changed firms this week →

Uprise Advisers LLC advisors in other cities

Knoxville, TN 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 Uprise Advisers LLC have in San Francisco?

3 investment adviser representatives are registered at Uprise Advisers LLC offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

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

Uprise Advisers LLC ranks number 120 in San Francisco by registered advisors; Morgan Stanley has the most, with 427.

How do I check a Uprise Advisers 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 Uprise Advisers 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.