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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Brio Financial Group financial advisors in California

Every SEC-registered investment adviser representative at a Brio Financial Group office in California, by city and A to Z.

The short answer

11 registered advisors work at Brio Financial Group in California, out of 12 nationwide; it's the firm's number 1 state by advisors, and the most are in San Francisco (11). 4 list the CFP designation and 0 are also registered broker representatives.

Brio Financial Group advisors by city in California

Every firm in California →

San Francisco 11

Brio Financial Group advisors in California, A to Z

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Questions

How many Brio Financial Group financial advisors are in California?

11 investment adviser representatives are registered at Brio Financial Group offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 12 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Where in California does Brio Financial Group have the most advisors?

San Francisco, with 11. Brio Financial Group has advisors in 1 city in California.

How do I check a Brio Financial Group advisor in California?

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 Brio Financial Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.