Financial advisers in San Francisco, California
47 profiles with reported offices in San Francisco, California. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Robert HigginsInvestment adviser representativeParallel AdvisorsCRD 1159861
- Frederick LinknerInvestment adviser representativeParallel AdvisorsCRD 1226240
Philip HartFounder and PartnerPerigon Wealth ManagementCRD 1231843- William ClementsInvestment adviser representativeParallel AdvisorsCRD 1248265
- Richard AshburnInvestment adviser representativeParallel AdvisorsCRD 1590050
Christopher PowersChief Compliance OfficerFartherCRD 1682585
Michael CurleyChief Compliance OfficerRobertson StephensCRD 2197705- Ramon PolinInvestment adviser representativeParallel AdvisorsCRD 2212831
Jerry RendicChief Executive OfficerParallel AdvisorsCRD 2250186- Frederick MolfinoInvestment adviser representativeParallel AdvisorsCRD 2280316
- Conor SheridanInvestment adviser representativeParallel AdvisorsCRD 2377368
- Knud GotterupInvestment adviser representativeParallel AdvisorsCRD 2384573
- Ashley DaggsInvestment adviser representativeParallel AdvisorsCRD 2592728
- Darin FiersteinInvestment adviser representativeParallel AdvisorsCRD 2608446
- Victor LiaoInvestment adviser representativeParallel AdvisorsCRD 2647776
- Michael MillmanInvestment adviser representativeParallel AdvisorsCRD 2696729
- Michael StephensInvestment adviser representativeParallel AdvisorsCRD 2726593
- William BarrettInvestment adviser representativeParallel AdvisorsCRD 2772521
- Elaina SerotteInvestment adviser representativeParallel AdvisorsCRD 3249136
- John KangInvestment adviser representativeParallel AdvisorsCRD 4087685
- Matthew KennedyInvestment adviser representativeParallel AdvisorsCRD 4215506
- Shannon StoneInvestment adviser representativeParallel AdvisorsCRD 4342338
Arthur AmbarikChief Executive Officer and PartnerPerigon Wealth ManagementCRD 4447307- Michael MaInvestment adviser representativeParallel AdvisorsCRD 4475896
- Jason BeccarisInvestment adviser representativeParallel AdvisorsCRD 4524388
Sandra BragarChief Client OfficerAspiriantCRD 4533687- Karen McMillanInvestment adviser representativeParallel AdvisorsCRD 4567056
Jacob SchuttChief Wealth OfficerParallel AdvisorsCRD 4588040- Kenneth MillmanInvestment adviser representativeParallel AdvisorsCRD 4687376
- Charles HatchInvestment adviser representativeParallel AdvisorsCRD 4690683
- Daniel D'OrazioInvestment adviser representativeParallel AdvisorsCRD 4818393
- Evan JonesInvestment adviser representativeParallel AdvisorsCRD 5134573
- Heather KatzensteinInvestment adviser representativeParallel AdvisorsCRD 5514735
- Lia SearaInvestment adviser representativeParallel AdvisorsCRD 5823084
- Matthew ClementsInvestment adviser representativeParallel AdvisorsCRD 5886012
- Gray JaggersInvestment adviser representativeParallel AdvisorsCRD 6072919
Joseph MatthewsManaging MemberFartherCRD 6077030
Gavin NeilBoard of DirectorsAspiriantCRD 6163690- Robert RoesenerInvestment adviser representativeParallel AdvisorsCRD 6176833
- Cara BarrInvestment adviser representativeParallel AdvisorsCRD 6278540
- Stephanie CooperInvestment adviser representativeParallel AdvisorsCRD 6433956
- Christopher BroderickInvestment adviser representativeParallel AdvisorsCRD 6491628
- Christopher CummockInvestment adviser representativeParallel AdvisorsCRD 6820380
- Kyte CriggerInvestment adviser representativeParallel AdvisorsCRD 7268008
- Caroline BurnsInvestment adviser representativeParallel AdvisorsCRD 7446965
- Spencer TerrisInvestment adviser representativeParallel AdvisorsCRD 7687597
- Bridget McGuireInvestment adviser representativeParallel AdvisorsCRD 7754105
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.