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WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Belmont, CA

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

14 registered advisors work in Belmont; the most are at Edward Jones (2). 4 list the CFP designation and 12 are also registered broker representatives.

Firms with the most advisors in Belmont

FirmAdvisors in Belmont
Edward Jones news2
Osaic Wealth, Inc. news2
Wells Fargo Clearing Services, LLC news2
Ameriprise Financial Services, LLC news1
Cambridge Investment Research Advisors, Inc. news1
Equitable Advisors, LLC news1
Farther news1
Invision Capital Advisor, LLC1
Private Advisor Group, LLC1
Strategic Advisers LLC1
U.S. Bancorp Advisors, LLC1

Advisors in Belmont, A to Z

CFP advisors in Belmont →

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 Belmont, CA?

14 investment adviser representatives are registered at firm offices in Belmont, California, according to the SEC's Investment Adviser Public Disclosure records. 12 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Belmont?

Edward Jones, with 2 registered advisors in Belmont, followed by Osaic Wealth, Inc. with 2.

How do I check a financial advisor in Belmont?

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.