First Republic Investment Management, Inc.

First Republic Investment Management, Inc. (CRD# 108559) is a financial advisory firm headquartered in San Francisco, CA. They manage $65,377,734,195 in 39,752 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    65,378
    MILLION
  • Total Number of Accounts
    39,752
    ACCOUNTS
  • Average Account Value
    $1,644,640
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at First Republic Investment Management, Inc.
Showing 1 - 10 of 409 top financial advisors.
1
Jennifer Buckner
CRD#: 5933051
1411 Chapin Avenue, Burlingame, CA 94010
98
Wealthminder
score

Jennifer Buckner (CRD# 5933051) is an Investment Advisor Representative working at Strategic Advisors, Inc. 

2
Alphonse J. Antonitis
CRD#: 1719683
160 Federal St., Boston, MA 02110
96
Wealthminder
score

Alphonse Antonitis (CRD# 1719683) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Boston, MA and has over 30 years of experience in the finance industry. Alphonse Antonitis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Thomas E. Beaty
CRD#: 3081882
111, Pine Street, San Francisco, CA 94111
96
Wealthminder
score

Thomas Beaty (CRD# 3081882) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in San Francisco, CA and has over 19 years of experience in the finance industry. Thomas Beaty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Sean F. Bricmont
CRD#: 4917927
111, Pine Street, San Francisco, CA 94111
96
Wealthminder
score

Sean Bricmont (CRD# 4917927) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in San Francisco, CA and has over 15 years of experience in the finance industry.

5
Kevin T. Burt
CRD#: 5872828
388 Market Street, 16th Floor, San Francisco, CA 94111
96
Wealthminder
score

Kevin Burt (CRD# 5872828) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in San Francisco, CA and has over 5 years of experience in the finance industry.

6
George L. Buza
CRD#: 2160341
111, Pine Street, San Francisco, CA 94111
96
Wealthminder
score

George Buza (CRD# 2160341) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in San Francisco, CA and has over 12 years of experience in the finance industry. George Buza has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Renee P. Capellaro
CRD#: 5226870
1888 Century Park East, Los Angeles, CA 90067
96
Wealthminder
score

Renee Capellaro (CRD# 5226870) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Los Angeles, CA and has over 11 years of experience in the finance industry. Renee Capellaro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Brian Chinn
CRD#: 3272854
111 Pine St, 11th Floor, San Francisco, CA 94111
96
Wealthminder
score

Brian Chinn (CRD# 3272854) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in San Francisco, CA and has over 18 years of experience in the finance industry. Brian Chinn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Joseph M. Dionisio
CRD#: 1406403
1230 Avenue Of The Americas 2nd Floor, New York, NY 10020
96
Wealthminder
score

Joseph Dionisio (CRD# 1406403) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in New York, NY and has over 16 years of experience in the finance industry. Joseph Dionisio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Jeffrey S. Dore
CRD#: 4568096
111, Pine Street, San Francisco, CA 94111
96
Wealthminder
score

Jeffrey Dore (CRD# 4568096) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in San Francisco, CA and has over 15 years of experience in the finance industry. Jeffrey Dore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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