Financial ADVSR advisor directory · SEC adviser records
Wealthspire Advisors financial advisors in San Rafael, CA
Every SEC-registered investment adviser representative at a Wealthspire Advisors office in San Rafael, A to Z.
The short answer
14 registered advisors work at Wealthspire Advisors in San Rafael, out of 220 at the firm nationwide; it ranks number 3 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Wealthspire Advisors advisors in San Rafael, A to Z
Every Wealthspire Advisors advisor →- William H. BockwoldtInvestment adviser rep
- Zhi Xiong A. ChuaInvestment adviser rep
- Keely R. FordInvestment adviser rep
- Amanda C. FoxCertified Financial Planner
- Sean A. HeymanInvestment adviser rep
- Justin K. HultChartered Financial Analyst
- Stephen A. KeplerCertified Financial Planner
- Megan P. LathropCertified Financial Planner
- Sergei PerepechenovInvestment adviser rep
- Oona RokytaInvestment adviser rep
- Sheila M. SchroederInvestment adviser rep
- Timothy L. TalbottCertified Financial Planner
- John F. ThielCertified Financial Planner
- Sarah E. WotherspoonCertified 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 19Reston, VA 13Fulton, MD 10Madison, WI 10Delafield, WI 7Milwaukee, WI 7West Hartford, CT 6Annapolis, MD 5Boca Raton, FL 5Seattle, WA 5Beachwood, OH 4San Francisco, CA 4Chicago, IL 3
Other firms in San Rafael
All San Rafael advisors →Global Retirement Partners LLC 181Morgan Stanley 32Stonebridge 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 5Westhill Financial Advisors, Inc. 5
Questions
How many financial advisors does Wealthspire Advisors have in San Rafael?
14 investment adviser representatives are registered at Wealthspire Advisors offices in San Rafael, California, according to the SEC's Investment Adviser Public Disclosure records, out of 220 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Wealthspire Advisors one of the largest advisor employers in San Rafael?
Wealthspire Advisors ranks number 3 in San Rafael by registered advisors; Global Retirement Partners LLC has the most, with 181.
How do I check a Wealthspire Advisors 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 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.