Personal Capital Advisors Corporation

Personal Capital Advisors Corporation (CRD# 155172) is a financial advisory firm headquartered in San Francisco, CA. They manage $2,128,462,122 in 16,906 accounts and serve the financial needs of clients across 48 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,128
    MILLION
  • Total Number of Accounts
    16,906
    ACCOUNTS
  • Average Account Value
    $125,900
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

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, 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 Personal Capital Advisors Corporation
Showing 1 - 10 of 87 top financial advisors.
1
Craig A. Birk
CRD#: 5838518
500 Howard Street, Suite 400, San Francisco, CA 94105
96
Wealthminder
score

Craig Birk (CRD# 5838518) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in San Francisco, CA and has over 7 years of experience in the finance industry. Craig Birk 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
Michelle E. Brownstein
CRD#: 5621809
500 Howard Street, Suite 400, San Francisco, CA 94105
96
Wealthminder
score

Michelle Brownstein (CRD# 5621809) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in San Francisco, CA and has over 8 years of experience in the finance industry. Michelle Brownstein 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
Adam L. Deskins
CRD#: 5173092
999 18th Street, Suite 800, Denver, CO 80202
96
Wealthminder
score

Adam Deskins (CRD# 5173092) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in Denver, CO and has over 9 years of experience in the finance industry. Adam Deskins 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
Patrick O. Dinan
CRD#: 4974335
500 Howard Street, Suite 400, San Francisco, CA 94105
96
Wealthminder
score

Patrick Dinan (CRD# 4974335) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in San Francisco, CA and has over 12 years of experience in the finance industry. Patrick Dinan 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
Brendan J. Erne
CRD#: 4559368
500 Howard Street, Suite 400, San Francisco, CA 94105
96
Wealthminder
score

Brendan Erne (CRD# 4559368) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in San Francisco, CA and has over 15 years of experience in the finance industry.

6
Antwann J. Holmes
CRD#: 5442267
999 18th Street, Suite 800, Denver, CO 80202
96
Wealthminder
score

Antwann Holmes (CRD# 5442267) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in Denver, CO and has over 9 years of experience in the finance industry. Antwann Holmes 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
Stephen W. Nykamp
CRD#: 5132970
500 Howard Street, Suite 400, San Francisco, CA 94105
96
Wealthminder
score

Stephen Nykamp (CRD# 5132970) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in San Francisco, CA and has over 11 years of experience in the finance industry. Stephen Nykamp 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
Kyle C. Ryan
CRD#: 5168986
500 Howard Street, Suite 400, San Francisco, CA 94105
96
Wealthminder
score

Kyle Ryan (CRD# 5168986) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in San Francisco, CA and has over 11 years of experience in the finance industry. Kyle Ryan 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
William S. Baber
CRD#: 5048573
999 18th Street, Suite 800, Denver, CO 80202
93
Wealthminder
score

William Baber (CRD# 5048573) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in Denver, CO and has over 11 years of experience in the finance industry.

10
Ryan J. Bluske
CRD#: 5568516
999 18th Street, Suite 800, Denver, CO 80202
93
Wealthminder
score

Ryan Bluske (CRD# 5568516) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in Denver, CO and has over 9 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.