Financial ADVSR advisor directory · SEC adviser records
Sofi Wealth LLC financial advisors
Every SEC-registered investment adviser representative at Sofi Wealth LLC, by the state and city of the office they work from.
101 registered advisors work at Sofi Wealth LLC, in 8 states and 9 cities; the most are in San Francisco, CA (42). 0 list the CFP designation and 100 are also registered broker representatives.
Search every Sofi Wealth LLC advisor by name →Sofi Wealth LLC: assets, clients and custodians →
Cities with the most Sofi Wealth LLC advisors
San Francisco, CA 42Cottonwood Heights, UT 27Jacksonville, FL 23New York, NY 3Salt Lake City, UT 2Charlotte, NC 1Gilbert, AZ 1Greenville, DE 1Omaha, NE 1
Sofi Wealth LLC advisors by state
Questions
How many financial advisors does Sofi Wealth LLC have?
101 investment adviser representatives are registered with Sofi Wealth LLC, according to the SEC's Investment Adviser Public Disclosure records, in 8 states and 9 cities. 0 list the CFP designation and 100 are also registered as broker representatives.
Where does Sofi Wealth LLC have the most advisors?
San Francisco, CA, with 42 registered advisors, then Cottonwood Heights, UT (27). By state, California has the most, with 42.
How do I find a Sofi Wealth LLC financial advisor near me?
Pick your state below, then your city, to see every Sofi Wealth LLC advisor registered at an office there. Each one 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. An advisor registered at Sofi Wealth LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →