Osborne Partners

Osborne Partners (CRD# 108100) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,376,910,297 in 1,236 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,377
    MILLION
  • Total Number of Accounts
    1,236
    ACCOUNTS
  • Average Account Value
    $1,114,005
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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
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.

AZ, CA, CO, CT, FL, IL, LA, MA, MN, NE, NH, NJ, NV, NY, OR, PA, TX, WA

Financial Advisors at Osborne Partners
Showing 1 - 10 of 11 top financial advisors.
1
Jeremy M. Enos
CRD#: 5601021
535 Middlefield Road, Suite 160, Menlo Park, CA 94025
96
Wealthminder
score

Jeremy Enos (CRD# 5601021) is an Investment Advisor Representative working at Osborne Partners in Menlo Park, CA and has over 9 years of experience in the finance industry. Jeremy Enos 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
Daniel M. Haut
CRD#: 4577033
580 California St, Ste 1900, San Francisco, CA 94104
96
Wealthminder
score

Daniel Haut (CRD# 4577033) is an Investment Advisor Representative working at Osborne Partners in San Francisco, CA and has over 14 years of experience in the finance industry. Daniel Haut 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
Karen J. McMillan
CRD#: 4567056
580 California St, Ste 1900, San Francisco, CA 94104
96
Wealthminder
score

Karen McMillan (CRD# 4567056) is an Investment Advisor Representative working at Osborne Partners in San Francisco, CA and has over 12 years of experience in the finance industry. Karen McMillan 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
Lia A. Whisler
CRD#: 5823084
580 California St, Ste 1900, San Francisco, CA 94104
96
Wealthminder
score

Lia Whisler (CRD# 5823084) is an Investment Advisor Representative working at Osborne Partners in San Francisco, CA and has over 7 years of experience in the finance industry. Lia Whisler 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.

5
James W. Baer
CRD#: 1749788
580 California St, Ste 1900, San Francisco, CA 94104
93
Wealthminder
score

James Baer (CRD# 1749788) is an Investment Advisor Representative working at Osborne Partners in San Francisco, CA and has over 28 years of experience in the finance industry.

6
Charles J. Else
CRD#: 4372469
580 California St, Ste 1900, San Francisco, CA 94104
93
Wealthminder
score

Charles Else (CRD# 4372469) is an Investment Advisor Representative working at Osborne Partners in San Francisco, CA and has over 17 years of experience in the finance industry.

7
Morgan W. White
CRD#: 1560447
Reno, NV
93
Wealthminder
score

Morgan White (CRD# 1560447) is an Investment Advisor Representative working at Osborne Partners in Reno, NV and has over 31 years of experience in the finance industry.

8
Nickolas R. Prieto
CRD#: 6684988
580 California St, Ste 1900, San Francisco, CA 94104
88
Wealthminder
score

Nickolas Prieto (CRD# 6684988) is an Investment Advisor Representative working at Osborne Partners in San Francisco, CA and has 1 year of experience in the finance industry.

9
Paul G. Resnick
CRD#: 846277
580 California St, Ste 1900, San Francisco, CA 94104
87
Wealthminder
score

Paul Resnick (CRD# 846277) is an Investment Advisor Representative working at Osborne Partners in San Francisco, CA and has 1 year of experience in the finance industry.

10
Donald N. Klahre
CRD#: 823732
Las Vegas, NV
81
Wealthminder
score

Donald Klahre (CRD# 823732) is an Investment Advisor Representative working at Osborne Partners in Las Vegas, NV and has over 20 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.