Futureadvisor

Futureadvisor (CRD# 154604) is a financial advisory firm headquartered in San Francisco, CA. They manage $808,179,549 in 10,835 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    808
    MILLION
  • Total Number of Accounts
    10,835
    ACCOUNTS
  • Average Account Value
    $74,590
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
Showing 1 - 10 of 12 top financial advisors.
1
Mitchell St. Peter
CRD#: 5169190
116 New Montgomery Street, Suite 300, San Francisco, CA 94105
96
Wealthminder
score

Mitchell St. Peter (CRD# 5169190) is an Investment Advisor Representative working at Futureadvisor in San Francisco, CA and has over 9 years of experience in the finance industry.

2
Patrick R. Clark
CRD#: 5000106
116 New Montgomery Street, Suite 300, San Francisco, CA 94105
93
Wealthminder
score

Patrick Clark (CRD# 5000106) is an Investment Advisor Representative working at Futureadvisor in San Francisco, CA and has over 11 years of experience in the finance industry.

3
Meghan A. Coyle
CRD#: 5755338
116 New Montgomery Street, Suite 300, San Francisco, CA 94105
93
Wealthminder
score

Meghan Coyle (CRD# 5755338) is an Investment Advisor Representative working at Futureadvisor in San Francisco, CA and has over 5 years of experience in the finance industry.

4
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 in San Francisco, CA and has over 6 years of experience in the finance industry.

5
Magdalena A. Besser
CRD#: 5691909
116 New Montgomery Street, Suite 300, San Francisco, CA 94105
90
Wealthminder
score

Magdalena Besser (CRD# 5691909) is an Investment Advisor Representative working at Futureadvisor in San Francisco, CA and has over 4 years of experience in the finance industry.

6
Maria Caraballo
CRD#: 5942303
116 New Montgomery Street, Suite 300, San Francisco, CA 94105
90
Wealthminder
score

Maria Caraballo (CRD# 5942303) is an Investment Advisor Representative working at Futureadvisor in San Francisco, CA and has over 3 years of experience in the finance industry.

7
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 in San Francisco, CA and has 1 year of experience in the finance industry.

8
Gary L. Hall
CRD#: 6390522
116 New Montgomery Street, Suite 300, San Francisco, CA 94105
88
Wealthminder
score

Gary Hall (CRD# 6390522) is an Investment Advisor Representative working at Futureadvisor in San Francisco, CA and has over 2 years of experience in the finance industry.

9
Kathleen R. McGuirk
CRD#: 6479314
116 New Montgomery Street, Suite 300, San Francisco, CA 94105
88
Wealthminder
score

Kathleen McGuirk (CRD# 6479314) is an Investment Advisor Representative working at Futureadvisor in San Francisco, CA and has 1 year of experience in the finance industry.

10
Will G. Tuhacek
CRD#: 5612359
116 New Montgomery Street, Suite 300, San Francisco, CA 94105
88
Wealthminder
score

Will Tuhacek (CRD# 5612359) is an Investment Advisor Representative working at Futureadvisor in San Francisco, CA and has over 2 years of experience in the finance industry.

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