Be advised. This firm is no longer registered.

Personal Capital Advisors Corporation

Personal Capital Advisors Corporation (CRD# 155172) is a financial advisory firm headquartered in San Francisco, CA. They manage $6,489,032,086 in 37,793 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,489
    MILLION
  • Total Number of Accounts
    37,793
    ACCOUNTS
  • Average Account Value
    $171,699
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Personal Capital Advisors Corporation
Showing 1 - 10 of 160 top financial advisors.
1
Craig A. Birk
CRD#: 5838518
250 Montgomery Street, Suite 700, San Francisco, CA 94104
96
Wealthminder
score

Craig Birk (CRD# 5838518) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in San Francisco, CA and has over 8 years of experience in the finance industry. Craig Birk 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
Michelle E. Brownstein
CRD#: 5621809
250 Montgomery Street, Suite 700, San Francisco, CA 94104
96
Wealthminder
score

Michelle Brownstein (CRD# 5621809) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in San Francisco, CA and has over 9 years of experience in the finance industry. Michelle Brownstein 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
Amin N. Dabit
CRD#: 4935324
999 18th Street, Ste 900, Denver, CO 80202
96
Wealthminder
score

Amin Dabit (CRD# 4935324) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in Denver, CO and has over 13 years of experience in the finance industry. Amin Dabit 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
Nicholas J. Damico
CRD#: 5180025
Dallas, TX
96
Wealthminder
score

Nicholas Damico (CRD# 5180025) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in Dallas, TX and has over 11 years of experience in the finance industry. Nicholas Damico 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
Justin A. Davis
CRD#: 5435226
999 18th Street, Suite 800, Denver, CO 80202
96
Wealthminder
score

Justin Davis (CRD# 5435226) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in Denver, CO and has over 10 years of experience in the finance industry. Justin Davis 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.

6
Paul A. Deer
CRD#: 5610219
999 18th Street, Ste 900, Denver, CO 80202
96
Wealthminder
score

Paul Deer (CRD# 5610219) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in Denver, CO and has over 8 years of experience in the finance industry. Paul Deer 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.

7
Adam L. Deskins
CRD#: 5173092
999 18th Street, Suite 800, Denver, CO 80202
96
Wealthminder
score

Adam Deskins (CRD# 5173092) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in Denver, CO and has over 10 years of experience in the finance industry. Adam Deskins 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.

8
Brendan J. Erne
CRD#: 4559368
250 Montgomery Street, Suite 700, San Francisco, CA 94104
96
Wealthminder
score

Brendan Erne (CRD# 4559368) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in San Francisco, CA and has over 16 years of experience in the finance industry.

9
Timothy J. Greaves
CRD#: 4642388
Cumming, GA
96
Wealthminder
score

Timothy Greaves (CRD# 4642388) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in Cumming, GA and has over 15 years of experience in the finance industry. Timothy Greaves 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.

10
Megan E. Kanter
CRD#: 5907831
999 18th Street, Suite 800, Denver, CO 80202
96
Wealthminder
score

Megan Kanter (CRD# 5907831) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in Denver, CO and has over 7 years of experience in the finance industry. Megan Kanter 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.

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