AdvisorCensus / Financial advisors / California / San Francisco, CA / Apex Clearing Corporation
Financial advisors in San Francisco, CA using Apex Clearing Corporation
5 SEC-registered investment advisory firms headquartered in the San Francisco, CA metro area name Apex Clearing Corporation as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Balance Cash Management Inc. | San Francisco | SEC-registered investment adviser | Under $25 million |
| Bunker | San Francisco | SEC-registered investment adviser | $25 million to $100 million |
| Mercury Advisory, LLC | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Sidepocket Incorporated | San Francisco | SEC-registered investment adviser | Under $25 million |
| Sofi Wealth LLC | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Apex Clearing Corporation nationwide
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AdvisorCensus. Financial advisors in San Francisco, CA using Apex Clearing Corporation. https://advisorcensus.com/advisors/ca/san-francisco/custodians/apex-clearing https://advisorcensus.com/advisors/ca/san-francisco/custodians/apex-clearing