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2009 Leading Providers
Wealth Managers of Northern California
Based upon proprietary research conducted by Goldline Research, there are more than 1,250 Securities and Exchange Commission (SEC)-registered investment advisors in Northern California. Goldline Research undertook an in-depth, multi-month research process to identify leading firms in the region.

Gerald Butrimovitz Wealth Advisory
Gerald Butrimovitz, Ph.D., CFP®**
170 San Fernando Way
San Francisco, CA 94127
415.566.0400
moneydoctor@ix.netcom.com


Excelcia Wealth Management
99 South Almaden Boulevard, Suite 880
San Jose, CA 95113
408.261.3300 | www.excelcia.com


Monetary Management Corporation
1 Embarcadero Center, Suite 4100
San Francisco, CA 94111
415.981.9200 | www.mmcmgt.com


Beck Investment Management, LLC*
530 Lytton Avenue, Suite 305
Palo Alto, CA 94301
650.328.7900 | www.beckinvmgt.com

Ascension Wealth Partners, LLC
391 Taylor Boulevard, Suite 125
Pleasant Hill, CA 94523
925.798.7200 | www.ascensionwp.com


Praetorian Guard
3775 Via Nona Marie, Suite 220
Carmel, CA 93923
877.474.9600 | www.praetorianguard.biz


Legacy Wealth Advisors, LLC
2001 Gateway Place
Suite 340 East Tower
San Jose, CA 95110
408.452.7700 | www.lwallc.com


** Second Year Selected
* Previously Selected as part of the 2008 Wealth Managers for Women in the United States


To download a pdf of the printed list that ran in the August 24, 2009 issue of Forbes, please click here.

To download a pdf of a list of additional companies that qualified, please click here.

To download a market overview for this region and category, please click here.



 
 


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