Financial ADVSR advisor directory · SEC adviser records
Wealthspire Advisors financial advisors in California
Every SEC-registered investment adviser representative at a Wealthspire Advisors office in California, by city and A to Z.
The short answer
19 registered advisors work at Wealthspire Advisors in California, out of 220 nationwide; it's the firm's number 4 state by advisors, and the most are in San Rafael (14). 10 list the CFP designation and 0 are also registered broker representatives.
Wealthspire Advisors advisors by city in California
Every firm in California →Wealthspire Advisors advisors in California, A to Z
Search by name →- William H. BockwoldtSan Rafael
- T. S. BrantonSan Francisco · Certified Financial Planner
- Zhi Xiong A. ChuaSan Rafael
- Smriti DhallSan Francisco · Certified Financial Planner
- Colin B. DrakeLarkspur · Certified Financial Planner
- Keely R. FordSan Rafael
- Amanda C. FoxSan Rafael · Certified Financial Planner
- Tierney E. HendersonSan Francisco
- Sean A. HeymanSan Rafael
- Justin K. HultSan Rafael · Chartered Financial Analyst
- Stephen A. KeplerSan Rafael · Certified Financial Planner
- Megan P. LathropSan Rafael · Certified Financial Planner
- Michael Z. MangelsSan Francisco · Certified Financial Planner
- Sergei PerepechenovSan Rafael
- Oona RokytaSan Rafael
- Sheila M. SchroederSan Rafael
- Timothy L. TalbottSan Rafael · Certified Financial Planner
- John F. ThielSan Rafael · Certified Financial Planner
- Sarah E. WotherspoonSan Rafael · Certified Financial Planner
Wealthspire Advisors advisors in every state →Wealthspire Advisors: assets, clients and custodians →Wealthspire news and advisor moves →Advisor Moves: who changed firms this week →
Wealthspire Advisors in other states
New York 78Maryland 41Wisconsin 26Virginia 16Florida 11Connecticut 9Ohio 5Washington 5Illinois 4
Questions
How many Wealthspire Advisors financial advisors are in California?
19 investment adviser representatives are registered at Wealthspire Advisors offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 220 at the firm nationwide. 10 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Wealthspire Advisors have the most advisors?
San Rafael, with 14, then San Francisco (4). Wealthspire Advisors has advisors in 3 cities in California.
How do I check a Wealthspire Advisors 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 Wealthspire Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.