Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Altadena, CA
Every SEC-registered investment adviser representative at a firm office in Altadena, with the firms that employ the most of them.
The short answer
12 registered advisors work in Altadena; the most are at Brightorange Advisors (1). 0 list the CFP designation and 7 are also registered broker representatives.
Firms with the most advisors in Altadena
| Firm | Advisors in Altadena |
|---|---|
| Brightorange Advisors | 1 |
| Brookwood Investment Group | 1 |
| Caldwell Sutter Capital, Inc. | 1 |
| Capital Partners Investment Group | 1 |
| Fortis Capital Advisors, LLC news | 1 |
| LPL Enterprise, LLC news | 1 |
| LPL Financial LLC news | 1 |
| Plectrum Advisers LLC | 1 |
| Strategic Advisers LLC | 1 |
| Thrivent Investment Management Inc. | 1 |
| Wedbush Securities Inc. | 1 |
| Wells Fargo Clearing Services, LLC news | 1 |
Advisors in Altadena, A to Z
Search all of California →- Terry D. BensonWells Fargo Clearing Services, LLC
- Cole J. BryantThrivent Investment Management Inc.
- Patrick BunyamanopLPL Enterprise, LLC
- Douglas E. DialCapital Partners Investment Group
- Jonathan D. GrimmFortis Capital Advisors, LLC
- Joseph F. HelmerCaldwell Sutter Capital, Inc.
- David E. HendershottBrookwood Investment Group
- James R. LarewWedbush Securities Inc.
- Alexander J. MillerStrategic Advisers LLC
- Howard B. RaffLPL Financial LLC
- Annmarie RizzoPlectrum Advisers LLC
- Robert E. WycoffBrightorange Advisors
Other cities in California
All of California →San Diego 3,490San Francisco 3,219Los Angeles 3,218Newport Beach 1,783Irvine 1,659Pasadena 1,109Walnut Creek 1,049San Jose 897Beverly Hills 656Roseville 611Westlake Village 597Sacramento 588Palo Alto 500Torrance 471La Jolla 463Carlsbad 429Menlo Park 428Santa Barbara 422El Segundo 421Fresno 413San Rafael 394San Mateo 354Woodland Hills 343Long Beach 335
Questions
How many financial advisors are in Altadena, CA?
12 investment adviser representatives are registered at firm offices in Altadena, California, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Altadena?
Brightorange Advisors, with 1 registered advisors in Altadena, followed by Brookwood Investment Group with 1.
How do I check a financial advisor in Altadena?
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.