What departments does Open Advisors, LLC have?

Open Advisors, LLC has employees across 3 departments including Business, Finance, Administrative.

What is the largest department at Open Advisors, LLC?

The largest department at Open Advisors, LLC is Finance with 2 employees.

Where are Open Advisors, LLC employees located globally?

Open Advisors, LLC has employees across 1 continents and 1 countries including United States Of America.

How has Open Advisors, LLC's team size changed over time?

Open Advisors, LLC's team has remained stable from approximately 7 to 7 employees based on available data.

Open Advisors, LLC Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Open Advisors, LLC operates in the financial services sector, providing financial planning services targeted at successful executives, business owners, and their families. Based in San Francisco, California, the firm emphasizes a collaborative planning process intended to keep clients accountable and on course over time. With a small to mid-sized team, it aims to deliver individualized guidance rather than a one-size-fits-all approach.

Securities and investment advisory services are offered through Osaic FA, Inc., a member of FINRA and SIPC. Osaic FA is independently owned, and other entities or marketing names referenced are independent of Osaic FA.

Open Advisors, LLC Global Highlights

North America
17

United States Of America
17

Open Advisors, LLC's Leadership

R. B.
Partner
Mobile Phone
Email
A. K.
Managing Partner And President
Mobile Phone
Email
A. P.
Houston Area Chapter President Institute For Independent Business
Mobile Phone
Email
A. V.
Partner
Mobile Phone
Email
M. P.
Managing Partner And President
Mobile Phone
Email
B. N.
Client Services Manager
Mobile Phone
Email
J. W.
Financial Planner
Mobile Phone
Email
L. B.
Investment Advisor Representative
Mobile Phone
Email

Open Advisors, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Support
Accounting
Administrative
Analytics
Other

Contact profiles from Open Advisors, LLC

Name

Title

Contact Info

Location

Last Update

R. B.
Partner
Mobile Phone
Email
United StatesIdaho
Jun 12, 2024
A. K.
Managing Partner And President
Mobile Phone
Email
Oct 22, 2024
A. P.
Houston Area Chapter President Institute For Independent Business
Mobile Phone
Email
Oct 17, 2024
A. V.
Partner
Mobile Phone
Email
United StatesOregon
Oct 22, 2025
M. P.
Managing Partner And President
Mobile Phone
Email
Oct 22, 2024
B. N.
Client Services Manager
Mobile Phone
Email
United StatesUtah
May 28, 2026
J. W.
Financial Planner
Mobile Phone
Email
United StatesIdaho
Feb 17, 2026
L. B.
Investment Advisor Representative
Mobile Phone
Email
Oct 22, 2024
V. M.
Office Manger
Mobile Phone
Email
Oct 23, 2024
W. M.
Founding Member
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Open Advisors, LLC known for?

Open Advisors, LLC was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 44 Montgomery Street San Francisco, California United States. Explore Open Advisors, LLC's company overview page for more information.

What is Open Advisors, LLC's most common email format?

Open Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Open Advisors, LLC email formats with LeadIQ.

How many employees does Open Advisors, LLC have currently?

Open Advisors, LLC has approximately 12 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Open Advisors, LLC's key employees and leadership?

As of May 2026, Open Advisors, LLC's key employees include:

Partner: R. B.
Managing Partner And President: A. K.
Houston Area Chapter President Institute For Independent Business: A. P.
Partner: A. V.
Managing Partner And President: M. P.

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Open Advisors, LLC Employee Directory

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