Rand & Associates

Rand & Associates (CRD# 157807) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,241,741,060 in 1,261 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,242
    MILLION
  • Total Number of Accounts
    1,261
    ACCOUNTS
  • Average Account Value
    $984,727
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.

AZ, CA, CO, FL, HI, LA, MA, NC, NV, NY, OR, TN, TX, UT, VA, WA

Financial Advisors at Rand & Associates
Showing 1 - 9 of 9 top financial advisors.
1
Gary L. Getman
CRD#: 2239499
49 Stevenson Street, Suite 1075, San Francisco, CA 94105
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
49 Stevenson Street, Suite 1075, San Francisco, CA 94105
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
James J. O'connor
CRD#: 4314571
49 Stevenson Street, Suite 1075, San Francisco, CA 94105
96
Wealthminder
score

James O'connor (CRD# 4314571) is an Investment Advisor Representative working at Rand & Associates in San Francisco, CA and has over 17 years of experience in the finance industry. James O'connor 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
Andrew J. Rand
CRD#: 2648600
49 Stevenson Street, Suite 1075, San Francisco, CA 94105
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.

5
David R. Griffin
CRD#: 6097893
650 California Street, Floor 24, San Francisco, CA 94108
93
Wealthminder
score

David Griffin (CRD# 6097893) is an Investment Advisor Representative working at Rand & Associates in San Francisco, CA and has over 5 years of experience in the finance industry.

6
Elizabeth A. Juson
CRD#: 3268701
49 Stevenson Street, Suite 1075, San Francisco, CA 94105
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.

7
John R. Roberson
CRD#: 1513409
49 Stevenson Street, Suite 1075, San Francisco, CA 94105
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.

8
Lawrence V. Zartarian
CRD#: 2306034
49 Stevenson Street, Suite 1075, San Francisco, CA 94105
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.

9
Erika De La Rosa Hennessey
CRD#: 6516053
49 Stevenson Street, Suite 1075, San Francisco, CA 94105
89
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 3 years of experience in the finance industry.

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