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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in San Rafael, CA

Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in San Rafael, A to Z.

The short answer

3 registered advisors work at Osaic Wealth, Inc. in San Rafael, out of 7,289 at the firm nationwide; it ranks number 19 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

Osaic Wealth, Inc. advisors in San Rafael, A to Z

Every Osaic Wealth, Inc. advisor →

Osaic Wealth, Inc. advisors in every city and state →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →

Osaic Wealth, Inc. advisors in other cities

Scottsdale, AZ 298Omaha, NE 54Raleigh, NC 51San Diego, CA 49Houston, TX 47Maumee, OH 47Irvine, CA 45Honolulu, HI 43Rochester, NY 40Lincoln, NE 39Overland Park, KS 37Southfield, MI 37Wichita, KS 36Melville, NY 35Dallas, TX 33

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 Osaic Wealth, Inc. have in San Rafael?

3 investment adviser representatives are registered at Osaic Wealth, Inc. offices in San Rafael, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

Is Osaic Wealth, Inc. one of the largest advisor employers in San Rafael?

Osaic Wealth, Inc. ranks number 19 in San Rafael by registered advisors; Global Retirement Partners LLC has the most, with 181.

How do I check a Osaic Wealth, Inc. 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 Osaic Wealth, Inc. 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.