Financial ADVSR advisor directory · SEC adviser records
Osborne Partners financial advisors in California
Every SEC-registered investment adviser representative at a Osborne Partners office in California, by city and A to Z.
The short answer
11 registered advisors work at Osborne Partners in California, out of 11 nationwide; it's the firm's number 1 state by advisors, and the most are in San Francisco (10). 5 list the CFP designation and 0 are also registered broker representatives.
Osborne Partners advisors by city in California
Every firm in California →Osborne Partners advisors in California, A to Z
Search by name →- Charles J. ElseSan Francisco
- Daniel M. HautSan Francisco · Certified Financial Planner, Chartered Financial Analyst
- Melissa K. JonesSan Francisco · Chartered Financial Analyst
- Thomas A. PiroSan Francisco · Certified Financial Planner
- Seema RajouraSan Francisco
- Paul G. ResnickSan Francisco
- Zachary J. RieraSan Francisco · Certified Financial Planner
- Jason P. RodnickSan Francisco · Chartered Financial Analyst
- Alexandra O. SandbergSan Francisco · Certified Financial Planner, Chartered Financial Consultant
- Aaron M. SzagerMenlo Park · Certified Financial Planner
- Sonia J. Von BergSan Francisco
Osborne Partners advisors in every state →Osborne Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Osborne Partners financial advisors are in California?
11 investment adviser representatives are registered at Osborne Partners offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 11 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Osborne Partners have the most advisors?
San Francisco, with 10, then Menlo Park (1). Osborne Partners has advisors in 2 cities in California.
How do I check a Osborne Partners 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 Osborne Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.