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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Alameda, CA

Every SEC-registered investment adviser representative at a firm office in Alameda, with the firms that employ the most of them.

64 registered advisors work in Alameda; the most are at Edward Jones (12). 0 list the CFP designation and 40 are also registered broker representatives.

Firms with the most advisors in Alameda

FirmAdvisors in Alameda
Edward Jones news12
Bcn Financial, Inc.5
J.P. Morgan Securities LLC news5
Asia Global Asset Management, Inc.4
Shum Financial Group, Inc.4
Strategic Advisers LLC4
Osaic Wealth, Inc. news3
Independent Financial Group, LLC2
Innovest Portfolio Solutions LLC2
Phocas Financial Corporation2
Wells Fargo Clearing Services, LLC news2
Beacon Pointe Advisors, LLC news1
Capital Analysts1
Creative Planning news1
De Luchi Investment Management1
Gemmer Asset Management LLC1
Gp Wealth Management, LLC1
Herriot Financial, LLC1
Integrated Wealth Concepts LLC1
Kevin Kennedy, LLC1
LPL Financial LLC news1
Legacy Wealth Management, LLC1
Lincoln Investment1
Lowery Thomas, LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1

Advisors in Alameda, A to Z

Search all of California →

Other cities in California

All of California →

San Diego 3,692Los Angeles 3,528San Francisco 3,395Newport Beach 1,868Irvine 1,751Pasadena 1,138Walnut Creek 1,114San Jose 962Beverly Hills 692Westlake Village 638Roseville 633Sacramento 613Palo Alto 546Torrance 513La Jolla 490Santa Barbara 454Carlsbad 446Fresno 446El Segundo 438San Rafael 434Menlo Park 432Woodland Hills 377San Mateo 373Long Beach 359

Questions

How many financial advisors are in Alameda, CA?

64 investment adviser representatives are registered at firm offices in Alameda, California, according to the SEC's Investment Adviser Public Disclosure records. 40 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Alameda?

Edward Jones, with 12 registered advisors in Alameda, followed by Bcn Financial, Inc. with 5.

How do I check a financial advisor in Alameda?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.