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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in San Francisco, CA

Every SEC-registered financial advisor at a firm office in San Francisco who lists the Chartered Financial Analyst designation, A to Z.

180 CFA charterholders work in San Francisco; the most are at Farther (10). 47 are also registered broker representatives.

CFA advisors in San Francisco, A to Z

Every advisor in San Francisco →

Firms with the most CFA charterholders in San Francisco

Farther 10J.P. Morgan Securities LLC 7Parallel Advisors, LLC 7Perigon Wealth Management, LLC 7Gc Wealth Management Ria, LLC 6Morgan Stanley 6Robertson Stephens 6Bakeravenue 5Cibc Private Wealth Advisors, Inc. 5Schwab Wealth Advisory, Inc. 5Cerity Partners LLC 4Charles Schwab Investment Management, Inc. 4Corient 4Iconiq Capital, LLC 4Vernal Point Advisors, LLC 4

CFA advisors in other California cities

All of California →

Los Angeles 169San Diego 110Newport Beach 80Irvine 51Pasadena 43Foster City 32Walnut Creek 29Torrance 24Beverly Hills 21San Mateo 20Menlo Park 19Palo Alto 19La Jolla 18Santa Barbara 17El Segundo 16Oakland 12Santa Monica 12Carlsbad 11Aliso Viejo 10San Rafael 10Berkeley 9Costa Mesa 9Folsom 8San Jose 8

Questions

How many CFA financial advisors are in San Francisco, CA?

180 SEC-registered investment adviser representatives at firm offices in San Francisco, California list the CFA designation; Farther employs the most of them (10).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in San Francisco?

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. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.