Opes Advisors, Inc.

Opes Advisors, Inc. (CRD# 132996) is a financial advisory firm headquartered in Cupertino, CA. They manage $298,628,930 in 874 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    299
    MILLION
  • Total Number of Accounts
    874
    ACCOUNTS
  • Average Account Value
    $341,681
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CA, OR, TX, WA

Financial Advisors at Opes Advisors, Inc.
Showing 1 - 10 of 55 top financial advisors.
1
Kristie D. Cahill, CFP
CRD#: 4439727
19330 Stevens Creek Blvd, Suite 200, Cupertino, CA 95014
103
Wealthminder
score

Opes Advisors was founded specifically to integrate wealth management, real estate and real estate financing expertise.

 

As a Certified Financial Planner, I provide real-time, holistic analysis of your financial decisions. I help you define your financial goals and provide a diversified investment strategy to help you reach your goals.

 

I'm looking to build relationships with individuals who need a well-defined plan and a team to help them not only implement their plan, but also make any necessary adjustments over time

2
David F. Firth
CRD#: 4331941
555 College Ave, Palo Alto, CA 94306
96
Wealthminder
score

David Firth (CRD# 4331941) is an Investment Advisor Representative working at Opes Advisors, Inc. in Palo Alto, CA and has over 15 years of experience in the finance industry. David Firth 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
David M. Silveira
CRD#: 2928841
19330 Stevens Creek Blvd, Cupertino, CA 95014
96
Wealthminder
score

David Silveira (CRD# 2928841) is an Investment Advisor Representative working at Opes Advisors, Inc. in Cupertino, CA and has over 8 years of experience in the finance industry.

4
Corinne I. Andrews
CRD#: 2584108
1859 First Street, Livermore, CA 94550
93
Wealthminder
score

Corinne Andrews (CRD# 2584108) is an Investment Advisor Representative working at Opes Advisors, Inc. in Livermore, CA and has over 21 years of experience in the finance industry.

5
Diana L. Andrews
CRD#: 5644107
19330 Stevens Creek Blvd, Suite 200, Cupertino, CA 95014
93
Wealthminder
score

Diana Andrews (CRD# 5644107) is an Investment Advisor Representative working at Opes Advisors, Inc. in Cupertino, CA and has over 7 years of experience in the finance industry.

6
Andrew K. Block
CRD#: 5245244
19330 Stevens Creek Blvd, Suite 200, Cupertino, CA 95014
93
Wealthminder
score

Andrew Block (CRD# 5245244) is an Investment Advisor Representative working at Opes Advisors, Inc. in Cupertino, CA and has over 9 years of experience in the finance industry.

7
Mark T. Duvall
CRD#: 2432588
19330 Stevens Creek Boulevard, Cupertino, CA 95014
93
Wealthminder
score

Mark Duvall (CRD# 2432588) is the Chief Investment Officer working at Opes Advisors in Cupertino & Palo Alto, CA and has over 25 years of experience in the finance industry. Opes Advisors works with clients on their entire balance sheet, planning to take care of longevity needs and investing in stocks, bonds, alternatives, and real estate to generate the growth and income individual clients need.

8
Elisa M. Garibay
CRD#: 5154488
19330 Stevens Creek Blvd, Suite 200, Cupertino, CA 95014
93
Wealthminder
score

Elisa Garibay (CRD# 5154488) is an Investment Advisor Representative working at Opes Advisors, Inc. in Cupertino, CA and has over 10 years of experience in the finance industry.

9
Margaret K. Keough
CRD#: 5068522
14042 Ne 8th Street, Suite 201c, Bellevue, WA 98007
93
Wealthminder
score

Margaret Keough (CRD# 5068522) is an Investment Advisor Representative working at Opes Advisors, Inc. in Bellevue, WA and has over 8 years of experience in the finance industry.

10
Hwangmin Ki
CRD#: 5710070
19330 Stevens Creek Blvd, Suite 200, Cupertino, CA 95014
93
Wealthminder
score

Hwangmin Ki (CRD# 5710070) is an Investment Advisor Representative working at Opes Advisors, Inc. in Cupertino, CA and has over 7 years of experience in the finance industry.

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