AdvisorCensus / Financial advisors / California / San Francisco, CA / LPL Financial LLC
Financial advisors in San Francisco, CA using LPL Financial LLC
6 SEC-registered investment advisory firms headquartered in the San Francisco, CA metro area name LPL Financial LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Alpha Wealth Management and Planning LLC | Novato | SEC-registered investment adviser | $100 million to $500 million |
| Fisher & Wiens Wealth Management, LLC | Danville | SEC-registered investment adviser | $100 million to $500 million |
| Global Retirement Partners LLC | San Rafael | SEC-registered investment adviser | Over $5 billion |
| Navigation Group LLC | Redwood Shores | SEC-registered investment adviser | $1 billion to $5 billion |
| PMB Advisors | Larkspur | SEC-registered investment adviser | $100 million to $500 million |
| Roof Eidam Maycock Peralta LLC | San Francisco | SEC-registered investment adviser | $500 million to $1 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. LPL Financial LLC nationwide
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AdvisorCensus. Financial advisors in San Francisco, CA using LPL Financial LLC. https://advisorcensus.com/advisors/ca/san-francisco/custodians/lpl-financial https://advisorcensus.com/advisors/ca/san-francisco/custodians/lpl-financial