AdvisorCensus / Financial advisors / California / San Francisco, CA / Interactive Brokers LLC
Financial advisors in San Francisco, CA using Interactive Brokers LLC
14 SEC-registered investment advisory firms headquartered in the San Francisco, CA metro area name Interactive Brokers LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Atlas Capital Advisors Inc. | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| Black Hill Capital Partners, LLC | San Francisco | SEC-registered investment adviser | $25 million to $100 million |
| Broadside Wealth | San Francisco | SEC-registered investment adviser | $500 million to $1 billion |
| Bunker | San Francisco | SEC-registered investment adviser | $25 million to $100 million |
| Christmas Corporation | Berkeley | SEC-registered investment adviser | Under $25 million |
| Delta Accumulation, LLC | Sausalito | SEC-registered investment adviser | $100 million to $500 million |
| International Asset Management | San Mateo | SEC-registered investment adviser | $100 million to $500 million |
| Meson Quantitative Management LLC | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| RHS Financial, LLC | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| RPG Investment Advisory, LLC | Pleasanton | SEC-registered investment adviser | $1 billion to $5 billion |
| Sasser Investment Management, Inc. | Berkeley | SEC-registered investment adviser | $100 million to $500 million |
| Syntheticfi LLC | San Francisco | SEC-registered investment adviser | $500 million to $1 billion |
| Tamalpais Asset Management | Larkspur | SEC-registered investment adviser | $100 million to $500 million |
| Trinity Alps Capital | 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. Interactive Brokers LLC nationwide
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AdvisorCensus. Financial advisors in San Francisco, CA using Interactive Brokers LLC. https://advisorcensus.com/advisors/ca/san-francisco/custodians/interactive-brokers https://advisorcensus.com/advisors/ca/san-francisco/custodians/interactive-brokers