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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-29-2026
- Office Locations
- 1
Office Locations
About Stonebridge Financial Group
Stonebridge Financial Group is a SAN Rafael-based RIA. The firm has been operating for 0 years. Managing $896.0M in total assets under management, with 12 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 12 advisory representatives and 951 clients, or 79.3 clients per representative. That equates to $942.2K in reported AUM per client.
The profile lists 1 reported office location. The source data was last updated on August 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Stonebridge Financial Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Blair Lawton Martin
PRINCIPAL
- CRD
- #4011810
- Ownership
- 75% or more
Marcus Nilsson
Director of Investment Management
- CRD
- #4990631
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ROBERTA LYNN BECHTEL
COO/Director of Qualified Plans
- CRD
- #5224536
MITCHELL LOUIS BORTOLOTTO
Financial Advisor
- CRD
- #6208516
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $895,995,473 | $478,886 |
| Non-Discretionary | $0 | -- |
| Total | $895,995,473 | $478,886 |
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Separately Managed Accounts
SMA allocation detail is available
Stonebridge Financial Group has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.