Stonebridge Financial Group

RIASEC Registered

Total AUM

$896M

Discretionary

$896M

100% of AUM

Avg account

$479K

Accounts

1,871

Employees

Advisory reps

Firm details

Headquarters: San Rafael, California
CRD number: 340200
Registered since: January 29, 2026
Website: www.stonebridgefinancialgrp.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI71.72%
Individuals27.66%
Pension & Profit Sharing Plans0.33%
Corporations / Businesses0.29%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Stonebridge Financial Group is an independent registered investment adviser organized as an LLC that works with both individual/family and institutional clients. The firm is SEC-registered (2026) and operates as a dual-capacity advisory and broker/insurance practice: it acts as a registered representative of a broker-dealer and as an insurance broker while providing financial planning and portfolio management services for individuals and small businesses. Fee arrangements include percentage-of-AUM pricing and fixed fees. Stonebridge is owned by an individual and does not present itself as a capital allocator, pension consultant, or multi-state ESG-focused adviser.