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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Anaheim, CA

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

216 registered advisors work in Anaheim; the most are at Centaurus Financial, Inc. (79). 29 list the CFP designation and 179 are also registered broker representatives.

Firms with the most advisors in Anaheim

FirmAdvisors in Anaheim
Centaurus Financial, Inc.79
LPL Financial LLC news24
Wells Fargo Clearing Services, LLC news17
Eagle Strategies LLC15
Mosley Wealth Management, Inc.11
Chatterton & Associates6
Pfs Investments Inc.6
Strategic Advisers LLC6
Merrill Lynch, Pierce, Fenner & Smith Incorporated news5
Edelman Financial Engines news4
J.P. Morgan Securities LLC news4
Osaic Wealth, Inc. news4
Retirementadvice | Jka4
Aegis Asset Management, Inc.2
Bsias Advisors, LLC2
Cetera Investment Advisers LLC news2
Dw Financial Inc.2
Ells Financial Services LLC2
Raymond James & Associates, Inc. news2
State Farm Investment Management Corp.2
Ameriprise Financial Services, LLC news1
Ames Financial Services1
Creativeone Securities, LLC1
Investek Company1
LPL Enterprise, LLC news1

Advisors in Anaheim, A to Z

CFP advisors in Anaheim →

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 Anaheim, CA?

216 investment adviser representatives are registered at firm offices in Anaheim, California, according to the SEC's Investment Adviser Public Disclosure records. 179 of them are also registered as broker representatives, and 29 list the CFP designation.

Which firm has the most financial advisors in Anaheim?

Centaurus Financial, Inc., with 79 registered advisors in Anaheim, followed by LPL Financial LLC with 24.

How do I check a financial advisor in Anaheim?

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.