Rand & Associates

Rand & Associates (CRD# 157807) is a financial advisory firm headquartered in San Francisco, CA. They manage $929,532,160 in 1,079 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    930
    MILLION
  • Total Number of Accounts
    1,079
    ACCOUNTS
  • Average Account Value
    $861,476
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
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, CO, HI, IL, LA, MA, NV, NY, OR, TN, TX, VA, WA

Financial Advisors at Rand & Associates
Showing 1 - 8 of 8 top financial advisors.
1
Gary L. Getman
CRD#: 2239499
650 California St, 24th Floor, San Francisco, CA 94108
96
Wealthminder
score

Gary Getman (CRD# 2239499) is an Investment Advisor Representative working at Rand & Associates in San Francisco, CA and has over 25 years of experience in the finance industry. Gary Getman 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
Cynthia J. Morris
CRD#: 1143459
650 California Street, Floor 24, San Francisco, CA 94108
96
Wealthminder
score

Cynthia Morris (CRD# 1143459) is an Investment Advisor Representative working at Rand & Associates in San Francisco, CA and has over 7 years of experience in the finance industry. Cynthia Morris 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
Andrew J. Rand
CRD#: 2648600
650 California St, 24th Floor, San Francisco, CA 94108
96
Wealthminder
score

Andrew Rand (CRD# 2648600) is an Investment Advisor Representative working at Rand & Associates in San Francisco, CA and has over 22 years of experience in the finance industry. Andrew Rand 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
Elizabeth A. Juson
CRD#: 3268701
650 California Street, Floor 24, San Francisco, CA 94108
93
Wealthminder
score

Elizabeth Juson (CRD# 3268701) is an Investment Advisor Representative working at Rand & Associates in San Francisco, CA and has over 18 years of experience in the finance industry.

5
John R. Roberson
CRD#: 1513409
650 California St, 24th Floor, San Francisco, CA 94108
93
Wealthminder
score

John Roberson (CRD# 1513409) is an Investment Advisor Representative working at Rand & Associates in San Francisco, CA and has over 31 years of experience in the finance industry.

6
Lawrence V. Zartarian
CRD#: 2306034
650 California St, 24th Floor, San Francisco, CA 94108
93
Wealthminder
score

Lawrence Zartarian (CRD# 2306034) is an Investment Advisor Representative working at Rand & Associates in San Francisco, CA and has over 18 years of experience in the finance industry.

7
David R. Griffin
CRD#: 6097893
650 California Street, Floor 24, San Francisco, CA 94108
90
Wealthminder
score

David Griffin (CRD# 6097893) is an Investment Advisor Representative working at Rand & Associates in San Francisco, CA and has over 4 years of experience in the finance industry.

8
Erika De La Rosa Hennessey
CRD#: 6516053
650 California Street, Floor 24, San Francisco, CA 94108
88
Wealthminder
score

Erika De La Rosa Hennessey (CRD# 6516053) is an Investment Advisor Representative working at Rand & Associates in San Francisco, CA and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
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.