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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Independent Financial Group, LLC financial advisors in San Rafael, CA

Every SEC-registered investment adviser representative at a Independent Financial Group, LLC office in San Rafael, A to Z.

The short answer

3 registered advisors work at Independent Financial Group, LLC in San Rafael, out of 439 at the firm nationwide; it ranks number 17 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Independent Financial Group, LLC advisors in San Rafael, A to Z

Every Independent Financial Group, LLC advisor →

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

Independent Financial Group, LLC advisors in other cities

San Diego, CA 68San Juan Capistrano, CA 11Diamond Bar, CA 8Houston, TX 8Costa Mesa, CA 6Henderson, NV 6Sacramento, CA 6Saint Louis, MO 6Carlsbad, CA 5Scottsdale, AZ 5Dallas, TX 4Eagle, ID 4Exton, PA 4Fresno, CA 4Pasadena, CA 4

Other firms in San Rafael

All San Rafael advisors →

Global Retirement Partners LLC 181Morgan Stanley 32Wealthspire Advisors 14Stonebridge Financial Group 12LPL Financial LLC 9Stifel, Nicolaus & Company, Incorporated 8Raymond James & Associates, Inc. 7Ameriprise Financial Services, LLC 6Meritas Wealth Management, LLC 6O'Donnell Financial Services, LLC 6The Putney Financial Group LLC 6McClurg Capital Corporation 5

Questions

How many financial advisors does Independent Financial Group, LLC have in San Rafael?

3 investment adviser representatives are registered at Independent Financial Group, LLC offices in San Rafael, California, according to the SEC's Investment Adviser Public Disclosure records, out of 439 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Independent Financial Group, LLC one of the largest advisor employers in San Rafael?

Independent Financial Group, LLC ranks number 17 in San Rafael by registered advisors; Global Retirement Partners LLC has the most, with 181.

How do I check a Independent Financial Group, LLC advisor in San Rafael?

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 Independent Financial Group, 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.