Svb Wealth Advisory, Inc.

Svb Wealth Advisory, Inc. (CRD# 168116) is a financial advisory firm headquartered in San Francisco, CA. They manage $488,569,002 in 1,328 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    489
    MILLION
  • Total Number of Accounts
    1,328
    ACCOUNTS
  • Average Account Value
    $367,898
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, CT, GA, MA, NV, NY, OR, SC, TX, UT, WA

Financial Advisors at Svb Wealth Advisory, Inc.
Showing 1 - 10 of 22 top financial advisors.
1
Ann M. Lucchesi
CRD#: 1640981
2770 Sand Hill Road, Menlo Park, CA 94025
96
Wealthminder
score

Ann Lucchesi (CRD# 1640981) is an Investment Advisor Representative working at Svb Wealth Advisory, Inc. in Menlo Park, CA and has over 22 years of experience in the finance industry. Ann Lucchesi 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
David T. Buxton
CRD#: 5401619
275 Grove Street, Suite 2-200, Newton, MA 02466
93
Wealthminder
score

David Buxton (CRD# 5401619) is an Investment Advisor Representative working at Svb Wealth Advisory, Inc. in Newton, MA and has over 10 years of experience in the finance industry.

3
Michael J. Conway
CRD#: 5350912
505 Howard Street, Third Floor, San Francisco, CA 94105
93
Wealthminder
score

Michael Conway (CRD# 5350912) is an Investment Advisor Representative working at Svb Wealth Advisory, Inc. in San Francisco, CA and has over 7 years of experience in the finance industry.

4
Ryan M. Ficks
CRD#: 5069793
2770 Sand Hill Road, Menlo Park, CA 94025
93
Wealthminder
score

Ryan Ficks (CRD# 5069793) is an Investment Advisor Representative working at Svb Wealth Advisory, Inc. in Menlo Park, CA and has over 12 years of experience in the finance industry.

5
Kelli M. Frostad
CRD#: 1867067
2770 Sand Hill Road, Menlo Park, CA 94025
93
Wealthminder
score

Kelli Frostad (CRD# 1867067) is an Investment Advisor Representative working at Svb Wealth Advisory, Inc. in Menlo Park, CA and has over 23 years of experience in the finance industry.

6
Judy Han
CRD#: 4680280
2770 Sand Hill Road, Menlo Park, CA 94025
93
Wealthminder
score

Judy Han (CRD# 4680280) is an Investment Advisor Representative working at Svb Wealth Advisory, Inc. in Menlo Park, CA and has over 11 years of experience in the finance industry.

7
Amy Ko
CRD#: 4663802
505 Howard Street, Third Floor, San Francisco, CA 94105
93
Wealthminder
score

Amy Ko (CRD# 4663802) is an Investment Advisor Representative working at Svb Wealth Advisory, Inc. in San Francisco, CA and has over 14 years of experience in the finance industry.

8
Pamela G. Landes
CRD#: 1286779
505 Howard Street, Third Floor, San Francisco, CA 94105
93
Wealthminder
score

Pamela Landes (CRD# 1286779) is an Investment Advisor Representative working at Svb Wealth Advisory, Inc. in San Francisco, CA and has over 26 years of experience in the finance industry.

9
Jeffrey N. Manuel
CRD#: 4768741
2770 Sand Hill Road, Menlo Park, CA 94025
93
Wealthminder
score

Jeffrey Manuel (CRD# 4768741) is an Investment Advisor Representative working at Svb Wealth Advisory, Inc. in Menlo Park, CA and has over 13 years of experience in the finance industry.

10
Jeffrey N. Schnitz
CRD#: 2659365
505 Howard Street, Third Floor, San Francisco, CA 94105
93
Wealthminder
score

Jeffrey Schnitz (CRD# 2659365) is an Investment Advisor Representative working at Svb Wealth Advisory, Inc. in San Francisco, CA and has over 21 years of experience in the finance industry.

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