First Republic Investment Management, Inc.

First Republic Investment Management, Inc. (CRD# 108559) is a financial advisory firm headquartered in San Francisco, CA. They manage $47,210,888,726 in 31,062 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    47,211
    MILLION
  • Total Number of Accounts
    31,062
    ACCOUNTS
  • Average Account Value
    $1,519,892
Compensation Options
  • A percentage of assets under your management
  • 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 301 top financial advisors.
1
Alphonse J. Antonitis
CRD#: 1719683
111, Pine Street, San Francisco, CA 94111
96
Wealthminder
score

Alphonse Antonitis (CRD# 1719683) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in San Francisco, CA and has over 29 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.

2
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 18 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.

3
Eileen K. Bohn
CRD#: 2082863
1200 State Street, Santa Barbara, CA 93101
96
Wealthminder
score

Eileen Bohn (CRD# 2082863) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Santa Barbara, CA and has over 18 years of experience in the finance industry. Eileen Bohn 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 13 years of experience in the finance industry.

5
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 10 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.

6
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 14 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.

7
Jeffrey S. Dore
CRD#: 4568096
1888 Century Park East, 3rd Floor, Los Angeles, CA 90067
96
Wealthminder
score

Jeffrey Dore (CRD# 4568096) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Los Angeles, CA and has over 13 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.

8
Douglas J. Feliciano
CRD#: 4305990
111, Pine Street, San Francisco, CA 94111
96
Wealthminder
score

Douglas Feliciano (CRD# 4305990) 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. Douglas Feliciano 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
John D. Froley
CRD#: 2481618
111, Pine Street, San Francisco, CA 94111
96
Wealthminder
score

John Froley (CRD# 2481618) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in San Francisco, CA and has over 22 years of experience in the finance industry. John Froley 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
John P. Gavey
CRD#: 2072764
111, Pine Street, San Francisco, CA 94111
96
Wealthminder
score

John Gavey (CRD# 2072764) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in San Francisco, CA and has over 23 years of experience in the finance industry. John Gavey 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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