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San Francisco

San Francisco, CA


  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services

Branch Manager



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About the Branch

The Oppenheimer San Francisco office is located in the heart of the city’s vibrant financial district and is home to a growing group of dynamic Financial Professionals. Combining a local presence and Silicon Valley with the national framework of a recognized Wall Street boutique, we are able to deliver the integrated strategies and expertise for individuals and institutions.

The San Francisco team of nationally recognized equity research analysts, investment bankers, institutional equity and bond traders, and asset management divisions, work collaboratively to deliver the best service and strategies to our clients.

We provide our clients and Financial Professionals with a wide range of resources to support and develop their business.

We are proud to have a number of award-winning Financial Professionals within each of our offices throughout the United States.

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Our Story in Numbers

*Stats as of September 30, 2022
  • 985

    Financial Professionals

  • $100.3

    Billion Client Assets under Administration

  • 91

    Branch Offices across the United States

Customer Asset Protection

Oppenheimer & Co. Inc. (Oppenheimer) and its predecessor firms have been offering investment services since 1881. We are a financially sound institution committed to maintaining a strong, conservatively managed balance sheet, disciplined risk management and robust internal controls designed to protect our clients’ assets. In the unlikely event that Oppenheimer becomes insolvent, there are multiple layers of protection which safeguard our customers’ holdings.

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Products & Services

business people

Protecting My Assets

Preserve your wealth. Safeguard your future.

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three generations of women

Transitioning My Wealth

Your estate and legacy.

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Engaging Family Office Services

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Growing My Wealth

Planning your wealth on your terms.

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Planning for Retirement

Achieve your retirement goals on your terms.

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