Stonebridge Financial Group: new SEC registration, $896M AUM, San Rafael, CA
Stonebridge Financial Group (San Rafael, California): new SEC registration, $896M AUM, San Rafael, CA. Its amount of 896 is top-decile (94th percentile of 1,149 records). Dated 279 days ago, it serves as a historical benchmark. Score 55/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 896 · 94th percentile of 1,149 NewRiaPulse records · 6.7x the median
Free preview: all 11 published fields of this record are shown below. Locked: 147 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Stonebridge Financial Group |
| Legal name | Stonebridge Financial Group, LLC |
| CRD | 340200 |
| Status | Approved |
| Registered with the SEC | 2026-01-29 |
| Latest Form ADV filing | 2026-08-07 |
| Location | San Rafael, CA, United States |
| Regulatory AUM | $895,995,473 |
| Accounts | 1871 |
| Employees | 21 |
| Website | https://www.sb-fg.com |
| amount percentile | 94th of 1,149 (median 134, 6.7x median) |
| Peer records CSV (148 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Stonebridge Financial Group
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Unlock Stonebridge Financial Group + all 148 CA records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-01-29
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (CA first): Ftv Capital · Owl Ventures · Beacon Coast Partners, LLC · Meson Quantitative Management LLC · Wndrco Capital Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: Stonebridge Financial Group and 148 California peers
- California NewRiaPulse records like this one: 148
- Stonebridge Financial Group's amount: 94th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $29,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
55 / 100 Score
- $896M under management.
- Website on file.
What is the NewRiaPulse record for Stonebridge Financial Group in San Rafael, California?
Stonebridge Financial Group received SEC registration as an investment adviser (2026-01-29) with $895,995,473 in regulatory assets under management, based in San Rafael, CA.
How does Stonebridge Financial Group compare to other California NewRiaPulse records?
This is a top-decile record: its amount of 896 is 6.7x the median of 134 across 1,149 records. It is 279 days old; check the official source for later updates before acting.
Stonebridge Financial Group vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date | Compare |
|---|---|---|---|---|---|
| Stonebridge Financial Group | San Rafael, CA | 896 | 94th | 2026-01-29 | This record |
| Pearson Financial Services | Dennis, MA | 885 | 93rd | 2026-08-21 | View record → |
| Gatsby Management, LLC | 922 | 94th | 2026-09-01 | View record → | |
| Arc Capital Partners | Los Angeles, CA | 862 | 93rd | 2026-09-02 | Compare Stonebridge Financial Group vs Arc Capital Partners → |
Related records
- Coefficient Capital
- Sageone Investment Managers LLP
- Whiterock Wealth Design, LLC
- Wealth Intelligently Navigated, LLC
- Dawson Partners
- Arc Capital Partners
- Gatsby Management, LLC
- Pearson Financial Services
- Banyan Tree Advisors Pvt. LTD.
- Florida Atlantic Securities Corp.
- Neman Ventures LLC
- Multiplier Capital, LLC
NewRiaPulse: $500M-$1B NewRiaPulse: records in California NewRiaPulse: Approved
Cross-dataset signals in California
Newly funded companies in California (SEC Form D) (89) IpoFilingPulse: records in California (85)
More California public-record feeds
Newly Medicare-Certified Hospices, Home Health Agencies & Dialysis Centers in California Los Angeles CA Listing of Active Businesses Pulse in California Excluded Health Care Business Search (OIG LEIE) in California Federal Alcohol Permit Holder Directory in California New Executive & Auditor Changes (SEC 8-K) in California New SBA 7(a) & 504 Loan Approvals in California FEMA Hazard Mitigation Project Tracker in California New Grants by Vendor Procurement Need in California
How to monitor Stonebridge Financial Group and peer approved records
Get new NewRiaPulse records like Stonebridge Financial Group by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.