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Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,523,810,877
Total clients
8,051
32% high-net worth
Total advisors
250
of 275 employees
Firm size
Enterprise
51-2,000 advisors or $10B+ in AUM
Average clients per advisor
32
Average account size
$934,519
Client services
Fee options
Flat annual fee basis (negotiable)
Negotiable up to 2.00% annually
Negotiable up to $1,000 per hour
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
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345 California Street, Suite 600
San Francisco CA 94104, United States
Number of offices
31
Quick links
Advisors at this firm
Ember M
CFP®
Mountain City, TN
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We strive to deliver values-aligned planning advice to improve people’s lives. Living a higher quality of life means making decisions and having experiences that are aligned with your closest held personal values. We help you make the best use of your financial resources, freeing your time to enjoy what matters most in life. We show you where you are, protect you from financial dangers, create a roadmap for your future, manage your investments, and provide advice that touches every area of your life. With a customized personal financial plan, you can make informed decisions, take advantage of opportunities – and avoid potential obstacles and pitfalls – so that you can make measurable progress toward your goals. At Vested Wealth, we measure our success by the quality of life you achieve.
Devin H
CFP®, Series 65
Bend, OR
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Zachery B
CFP®, Series 66
Bend, OR
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Nathan B
CFP®, ChFC®, Series 66
San Francisco, CA
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Allison D
Series 65
Washington, DC
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Todd S
CFP®, CFA®, Series 63
San Francisco, CA
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Craig S
CFP®, Series 66
San Francisco, CA
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Arthur C
Series 63, Series 65
San Francisco, CA
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William H
CFP®
San Francisco, CA
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Sutanto W
Series 65
San Francisco, CA
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Eric W
Series 66
San Francisco, CA
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Robert K
CFA®, Series 63, Series 66
Crawford, NJ
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Lauren M
CFP®, CFA®, Series 65
San Francisco, CA
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James W
Series 66
San Francisco, CA
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Tyler M
Series 66
San Francisco, CA
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