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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

The Putney Financial Group LLC financial advisors in San Rafael, CA

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

The short answer

7 registered advisors work at The Putney Financial Group LLC in San Rafael, out of 7 at the firm nationwide; it ranks number 11 in the city by advisors. 0 list the CFP designation and 6 are also registered broker representatives.

The Putney Financial Group LLC advisors in San Rafael, A to Z

Every The Putney Financial Group LLC advisor →

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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 6McClurg Capital Corporation 5Westhill Financial Advisors, Inc. 5

Questions

How many financial advisors does The Putney Financial Group LLC have in San Rafael?

7 investment adviser representatives are registered at The Putney Financial Group LLC offices in San Rafael, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.

Is The Putney Financial Group LLC one of the largest advisor employers in San Rafael?

The Putney Financial Group LLC ranks number 11 in San Rafael by registered advisors; Global Retirement Partners LLC has the most, with 181.

How do I check a The Putney 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 The Putney 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.