Futureadvisor, Inc.

Futureadvisor, Inc. (CRD# 154604) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,133,110,000 in 7,200 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,133
    MILLION
  • Total Number of Accounts
    7,200
    ACCOUNTS
  • Average Account Value
    $157,376
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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 Futureadvisor, Inc.
Showing 1 - 10 of 13 top financial advisors.
1
Mitchell St. Peter
CRD#: 5169190
505 Howard Street, 4th Floor, San Francisco, CA 94105
96
Wealthminder
score

Mitchell St. Peter (CRD# 5169190) is an Investment Advisor Representative working at Futureadvisor, Inc. in San Francisco, CA and has over 10 years of experience in the finance industry.

2
Magdalena A. Besser
CRD#: 5691909
505 Howard Street, 4th Floor, San Francisco, CA 94105
93
Wealthminder
score

Magdalena Besser (CRD# 5691909) is an Investment Advisor Representative working at Futureadvisor, Inc. in San Francisco, CA and has over 6 years of experience in the finance industry.

3
Maria Caraballo
CRD#: 5942303
505 Howard Street, 4th Floor, San Francisco, CA 94105
93
Wealthminder
score

Maria Caraballo (CRD# 5942303) is an Investment Advisor Representative working at Futureadvisor, Inc. in San Francisco, CA and has over 5 years of experience in the finance industry.

4
Patrick R. Clark
CRD#: 5000106
505 Howard Street, 4th Floor, San Francisco, CA 94105
93
Wealthminder
score

Patrick Clark (CRD# 5000106) is an Investment Advisor Representative working at Futureadvisor, Inc. in San Francisco, CA and has over 12 years of experience in the finance industry.

5
Meghan A. Coyle
CRD#: 5755338
505 Howard Street, 4th Floor, San Francisco, CA 94105
93
Wealthminder
score

Meghan Coyle (CRD# 5755338) is an Investment Advisor Representative working at Futureadvisor, Inc. in San Francisco, CA and has over 7 years of experience in the finance industry.

6
Michael D. Lee
CRD#: 4973341
505 Howard Street, 4th Floor, San Francisco, CA 94105
93
Wealthminder
score

Michael Lee (CRD# 4973341) is an Investment Advisor Representative working at Futureadvisor, Inc. in San Francisco, CA and has over 9 years of experience in the finance industry.

7
Bo N. Lu
CRD#: 5838177
580 Market Street, Suite 500, San Francisco, CA 94104
93
Wealthminder
score

Bo Lu (CRD# 5838177) is an Investment Advisor Representative working at Futureadvisor, Inc. in San Francisco, CA and has over 7 years of experience in the finance industry.

8
Gary L. Hall
CRD#: 6390522
505 Howard Street, 4th Floor, San Francisco, CA 94105
90
Wealthminder
score

Gary Hall (CRD# 6390522) is an Investment Advisor Representative working at Futureadvisor, Inc. in San Francisco, CA and has over 3 years of experience in the finance industry.

9
Kathleen R. McGuirk
CRD#: 6479314
116 New Montgomery Street, Suite 300, San Francisco, CA 94105
90
Wealthminder
score

Kathleen McGuirk (CRD# 6479314) is an Investment Advisor Representative working at Futureadvisor, Inc. in San Francisco, CA and has over 3 years of experience in the finance industry.

10
Simon W. Moore
CRD#: 6340599
116 New Montgomery Street, Suite 300, San Francisco, CA 94105
90
Wealthminder
score

Simon Moore (CRD# 6340599) is an Investment Advisor Representative working at Futureadvisor, Inc. in San Francisco, CA and has 1 year of experience in the finance industry.

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