Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Werba Rubin Papier Wealth Management, LLC financial advisors

Every SEC-registered investment adviser representative at Werba Rubin Papier Wealth Management, LLC, by the state and city of the office they work from.

7 registered advisors work at Werba Rubin Papier Wealth Management, LLC, in 1 state and 2 cities; the most are in San Jose, CA (6). 3 list the CFP designation and 0 are also registered broker representatives.

Search every Werba Rubin Papier Wealth Management, LLC advisor by name →Who joined and left Werba Rubin Papier Wealth Management, LLC →Werba Rubin Papier Wealth Management, LLC: assets, clients and custodians →

Cities with the most Werba Rubin Papier Wealth Management, LLC advisors

San Jose, CA 6Oakland, CA 1

Werba Rubin Papier Wealth Management, LLC advisors by state

Werba Rubin Papier Wealth Management, LLC in California 7

San Jose 6Oakland 1

Questions

How many financial advisors does Werba Rubin Papier Wealth Management, LLC have?

7 investment adviser representatives are registered with Werba Rubin Papier Wealth Management, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 2 cities. 3 list the CFP designation and 0 are also registered as broker representatives.

Where does Werba Rubin Papier Wealth Management, LLC have the most advisors?

San Jose, CA, with 6 registered advisors, then Oakland, CA (1). By state, California has the most, with 7.

How do I find a Werba Rubin Papier Wealth Management, LLC financial advisor near me?

Pick your state below, then your city, to see every Werba Rubin Papier Wealth Management, 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 Werba Rubin Papier Wealth Management, 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 →