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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Stonebridge Financial Group financial advisors in San Rafael, CA

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

The short answer

12 registered advisors work at Stonebridge Financial Group in San Rafael, out of 12 at the firm nationwide; it ranks number 4 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Stonebridge Financial Group advisors in San Rafael, A to Z

Every Stonebridge Financial Group advisor →

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

Other firms in San Rafael

All San Rafael advisors →

Global Retirement Partners LLC 181Morgan Stanley 32Wealthspire Advisors 14LPL 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 5Westhill Financial Advisors, Inc. 5

Questions

How many financial advisors does Stonebridge Financial Group have in San Rafael?

12 investment adviser representatives are registered at Stonebridge Financial Group offices in San Rafael, California, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Stonebridge Financial Group one of the largest advisor employers in San Rafael?

Stonebridge Financial Group ranks number 4 in San Rafael by registered advisors; Global Retirement Partners LLC has the most, with 181.

How do I check a Stonebridge Financial Group 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 Stonebridge Financial Group 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.