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Robert Sullivan
Financial Advisor
Email Address
Robert.M.Sullivan@wellsfargo.comPhone Number
(415) 396-3133Rob M. Sullivan is a Managing Director - Investment Officer with Wells Fargo Advisors. Mr. Sullivan has extensive investment advisory experience, helping individuals and families achieve their unique financial goals. Prior to joining Wells Fargo Advisors in 2016, Mr. Sullivan spent nearly five years as a financial advisor at Merrill Lynch. Previously, he worked for a compensation consulting firm, Radford, valuing and recommending annual equity awards. Services include asset management, investment planning, retirement planning, self-directed accounts and providing clients with access to lending and banking services through Wells Fargo affiliates. He has over $1,200,000,000 of investments under management (as of 4/22/2026). He graduated with honors from the University of California at Berkeley with a Bachelor of Arts in Environmental Economics, and was a member of a ranked NCAA football team and national champion rugby team. Many years later he now contents himself with being in the back row (and middle row, when he feels ambitious) of yoga class. Rob has been named as one of Forbes Best-In-State Wealth Advisors: 2025, 2026. He has also been named Top Next-Gen Wealth Advisors Best-In-State for 2022, 2023, 2024, 2025.
CA Insurance License Number: 0G98683. Resident State CA.
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2025 Forbes Top Next-Gen Wealth Advisors: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2024 Forbes Top Next-Gen Wealth Advisors: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2023 Forbes Top Next-Gen Wealth Advisors: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2022 Forbes Top Next-Gen Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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