Brian
Araki

First Republic Investment Management, Inc

CRD#2372924
Investment Advisor
in Palo Alto, CA

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About this Advisor

Brian Araki is a financial advisor who works in Palo Alto, California with 6 years of relevant experience. Araki is an employee of First Republic Investment Management, Inc. During their career, the advisor has held roles at First Republic Securities Company, LLC, Morgan Stanley Smith Barney and First Republic Investment Management, Inc. Araki maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in California. First Republic Investment Management, Inc is a registered investment company operating out of San Francisco, CA. The firm has offices in 37 locations and a total of 1,165 advisors. It handles $140 billion in total assets between its 84,774 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 393 charitable organizations. Of its 84,774 accounts, 43% are held by high-net-worth clients who have more than $1 million in assets available to invest. First Republic Investment Management, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees largely are based on which services the firm provides the client. Fee types billed by First Republic Investment Management, Inc likely consist of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

2100 El Camino Real 2Nd Floor
Palo Alto, CA 94306

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First Republic Investment Management, Inc Brokerage Details

Total Assets Under Management

$139,511,326,231

CA Average: $7,578,581,321
Total Number of Employees

1,165

CA Average: 43
Total Number of Accounts

84,774

CA Average: 3,727
Average Account Size

$1,645,685

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Brian Araki Work History

Brian has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

First Republic Securities Company, LLC

2017 - Present (7 years)

First Republic Investment Management, Inc

2009 - 2017 (8 years)

Morgan Stanley Smith Barney

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brian Araki to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at First Republic Investment Management, Inc

Arthur Karabelas
Boston, MA
Michael Strassmann
New York, NY
Sean Oliveira
Boston, MA
Noah Fox
San Francisco, CA
Justin Chamberlain
Los Angeles, CA
Mark Palmer
San Francisco, CA
James Morehouse
Palo Alto, CA
William Hartshorne
San Francisco, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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