Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Robert M
CFA®, Series 63, Series 65
San Francisco, CA
RBC Rochdale, LLC
Robert Meckstroth is a CFA charterholder with 16 years of industry experience, currently with RBC Rochdale, LLC in San Francisco. He has been associated with Rochdale Investment Management LLC and Rim Securities LLC since 2011. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and nonprofit organizations, offering discretionary and non-discretionary portfolio management along with sub-advisory and wrap-fee program services. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis to tailor portfolios across various asset classes.
Madeleine F
Series 66
San Francisco, CA
RBC Rochdale, LLC
Madeleine Frost is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation. She has approximately one year of industry experience, with prior roles at CNR Securities, LLC and Thornburg Investment Management. Her background also includes work in diverse sectors such as hospitality and retail. RBC Rochdale serves a wide range of clients, including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis, utilizing proprietary tools and a variety of asset classes to tailor portfolios to client Investment Policy Statements.
Austin C
CFA®, Series 63
San Francisco, CA
RBC Rochdale, LLC
Austin Chow is a CFA® charterholder with eight years of industry experience. He is currently with RBC Rochdale, LLC, where he has worked since 2017, following two years at Beacon Pointe Advisors. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment approach that incorporates quantitative and fundamental analysis, utilizing proprietary tools to tailor portfolios across various asset classes.
Yuan W
CFA®, Series 66
San Francisco, CA
RBC Rochdale, LLC
Yuan Wang is a CFA® charterholder and holds a Series 66 license, currently with RBC Rochdale, LLC in San Francisco. He has four years of industry experience, including roles at CNR Securities, LLC, Morgan Stanley, and CEFC Futures Co., Ltd. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management along with sub-advisory services. The firm employs a multi-strategy investment approach that integrates quantitative and fundamental analysis supported by proprietary tools to tailor portfolios across various asset classes.
Andrew A
Series 66
San Francisco, CA
RBC Rochdale, LLC
Andrew Austin is a financial advisor at RBC Rochdale, LLC in San Francisco, CA with 11 years of industry experience. He holds a Series 66 designation and has been with City National Rochdale since 2014. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment approach that combines quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools to align portfolios with clients’ investment objectives.
John R
CFA®, Series 63
San Francisco, CA
RBC Rochdale, LLC
John Rossiter is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at RBC Rochdale, LLC since 2019. Prior to joining Rochdale, he worked for six years at The Vanguard Group, Inc. based in San Francisco, CA. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, offering discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services.
Rachael C
Series 66
San Francisco, CA
RBC Rochdale, LLC
Rachael Crane is a financial advisor at RBC Rochdale, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at Rim Securities and City National Rochdale since 2013. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis to tailor portfolios across various asset classes, often collaborating with sub-advisors and independent financial advisors.
Maria A
Series 63, Series 66
San Francisco, CA
RBC Rochdale, LLC
Maria Aronoff is a financial advisor at RBC Rochdale, LLC in San Francisco, CA, holding Series 63 and Series 66 licenses with 14 years of industry experience. Her prior roles include positions at CNR Securities, LLC, Portsmouth Financial Services, Eqis Capital Management, Inc., Bank of America, N.A., and Merrill. RBC Rochdale serves a diverse clientele including high net worth individuals, corporations, charitable organizations, and public entities. The firm employs a multi-strategy investment approach combining quantitative and fundamental analysis, utilizing proprietary tools to tailor portfolios across various asset classes.
Vincent L
CFA®, Series 63
San Francisco, CA
RBC Rochdale, LLC
Vincent Lemoine is a CFA® charterholder with four years of industry experience. He currently works at RBC Rochdale, LLC, having previously been employed by La Francaise Asset Management. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and various institutional clients. The firm uses an active, multi-strategy investment approach that blends quantitative screening, fundamental analysis, and proprietary tools to build portfolios across equities, fixed income, real assets, and alternative investments.
Paul S
Series 66
San Francisco, CA
RBC Rochdale, LLC
Paul Single is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and 12 years of industry experience. He has been associated with CNR Securities, LLC and RIM SECURITIES since 2012. Outside of his advisory work, Paul serves as a director on the finance committee for the Church of Christ in Portola Valley, CA. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools to construct tailored portfolios across a range of asset classes.
Evan L
Series 65, Series 63
San Francisco, CA
RBC Rochdale, LLC
Evan Lincoln is a financial advisor at RBC Rochdale, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fisher Investments for nine years before joining City National Rochdale and CNR Securities in 2024. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and nonprofit organizations. The firm employs a multi-strategy investment approach combining quantitative and fundamental analysis, using proprietary tools to tailor portfolios across various asset classes and often collaborates with third-party sub-advisors and independent financial advisors.
Charlton S
Series 66
San Francisco, CA
RBC Rochdale, LLC
Charlton Strait is a financial advisor with RBC Rochdale, LLC, holding the Series 66 designation and one year of industry experience. His prior roles include positions at CNR Securities, LLC and Zazove Associates, as well as work outside finance in food service establishments such as Tha Joint Sushi and Basik Acai Cafe. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, and institutional investors, offering discretionary and non-discretionary portfolio management with a multi-strategy investment approach that integrates quantitative modeling and fundamental analysis. The firm manages approximately $73 billion in assets and sponsors City National Rochdale mutual funds and interval funds.
Hareesh S
CFP®, CFA®, Series 63
San Francisco, CA
RBC Rochdale, LLC
Hareesh Sivashanker is a CFP® and CFA® with 10 years of industry experience. He is currently with RBC Rochdale, LLC, where he has worked since 2022. Prior to this, he held roles at Fisher Investments, HD Vest Advisory Services, HD Vest Investment Services, and The Vanguard Group. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors, employing an active, multi-strategy investment process that combines quantitative modeling with fundamental analysis. The firm manages portfolios across multiple asset classes using proprietary tools and works with third-party sub-advisors to customize client portfolios.
Poul Erik O
Series 63, Series 65
San Francisco, CA
RBC Rochdale, LLC
Poul Erik Olsen is a financial advisor at RBC Rochdale, LLC in San Francisco, CA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has worked at Rim Securities since 2003. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, charitable organizations, and government entities, offering discretionary and non-discretionary portfolio management through a multi-strategy approach that combines quantitative screening, statistical modeling, and fundamental analysis. The firm manages approximately $73 billion in assets and sponsors the City National Rochdale mutual and interval funds.
Edward P
Series 65, Series 63
San Francisco, CA
RBC Rochdale, LLC
Edward Pope is a financial advisor with RBC Rochdale, LLC in San Francisco, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He has been with Rochdale Investment Management LLC and Rim Securities LLC since 2012. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process that integrates quantitative and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to build tailored portfolios.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters