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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Arcadia, CA

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

75 registered advisors work in Arcadia; the most are at J.P. Morgan Securities LLC (12). 6 list the CFP designation and 63 are also registered broker representatives.

Firms with the most advisors in Arcadia

FirmAdvisors in Arcadia
J.P. Morgan Securities LLC news12
Hsbc Securities (USA) Inc.7
Charles Schwab & Co., Inc. news6
Ameriprise Financial Services, LLC news5
LPL Enterprise, LLC news4
Equitable Advisors, LLC news3
LPL Financial LLC news3
MML Investors Services, LLC3
State Farm Investment Management Corp.3
Wells Fargo Clearing Services, LLC news3
Castle Group Investment Counsel, Inc.2
Citigroup Global Markets Inc. news2
Thrivent Investment Management Inc.2
U.S. Bancorp Advisors, LLC2
Bartlett, Lawrence E1
Bright Light Capital Advisor1
Cetera Investment Advisers LLC news1
Clarity Financial1
Colton Wealth Management1
Csi Wealth Management1
Eagle Strategies LLC1
Edward Jones news1
Fengcapital LLC1
Guardian Financial Partners, LLC1
Gwn Securities Inc.1

Advisors in Arcadia, A to Z

CFP advisors in Arcadia →

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 Arcadia, CA?

75 investment adviser representatives are registered at firm offices in Arcadia, California, according to the SEC's Investment Adviser Public Disclosure records. 63 of them are also registered as broker representatives, and 6 list the CFP designation.

Which firm has the most financial advisors in Arcadia?

J.P. Morgan Securities LLC, with 12 registered advisors in Arcadia, followed by Hsbc Securities (USA) Inc. with 7.

How do I check a financial advisor in Arcadia?

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.