Financial ADVSR advisor directory · SEC adviser records
Wealthspire Advisors financial advisors in San Francisco, CA
Every SEC-registered investment adviser representative at a Wealthspire Advisors office in San Francisco, A to Z.
The short answer
4 registered advisors work at Wealthspire Advisors in San Francisco, out of 220 at the firm nationwide; it ranks number 90 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Wealthspire Advisors advisors in San Francisco, A to Z
Every Wealthspire Advisors advisor →- T. S. BrantonCertified Financial Planner
- Smriti DhallCertified Financial Planner
- Tierney E. HendersonInvestment adviser rep
- Michael Z. MangelsCertified Financial Planner
Wealthspire Advisors advisors in every city and state →Wealthspire Advisors: assets, clients and custodians →Wealthspire news and advisor moves →Wealthspire Advisors payout grid vs. other firms →Advisor Moves: who changed firms this week →
Wealthspire Advisors advisors in other cities
New York, NY 59Potomac, MD 23Melville, NY 19San Rafael, CA 14Reston, VA 13Fulton, MD 10Madison, WI 10Delafield, WI 7Milwaukee, WI 7West Hartford, CT 6Annapolis, MD 5Boca Raton, FL 5Seattle, WA 5Beachwood, OH 4Chicago, IL 3
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 Wealthspire Advisors have in San Francisco?
4 investment adviser representatives are registered at Wealthspire Advisors offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 220 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Wealthspire Advisors one of the largest advisor employers in San Francisco?
Wealthspire Advisors ranks number 90 in San Francisco by registered advisors; Morgan Stanley has the most, with 427.
How do I check a Wealthspire Advisors 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 Wealthspire Advisors 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.