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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Beverly Hills, CA

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

656 registered advisors work in Beverly Hills; the most are at Morgan Stanley (154). 38 list the CFP designation and 550 are also registered broker representatives.

Firms with the most advisors in Beverly Hills

FirmAdvisors in Beverly Hills
Morgan Stanley news154
Wells Fargo Clearing Services, LLC news85
Merrill Lynch, Pierce, Fenner & Smith Incorporated news78
RBC Capital Markets, LLC news39
UBS Financial Services Inc. news37
Raymond James & Associates, Inc. news35
Citigroup Global Markets Inc. news28
Hsbc Securities (USA) Inc.14
Aire Advisors, LLC12
Siebert Advisornxt, LLC.10
Wells Fargo Advisors Financial Network, LLC news10
Grant Tani Barash & Altman, LLC7
RBC Rochdale, LLC news7
RBC Securities, Inc. news7
U.S. Bancorp Advisors, LLC7
Beverly Hills Private Wealth, LLC6
Checchi Capital Advisers, LLC6
Elyxium Wealth LLC6
Cheviot Value Management, LLC5
LPL Financial LLC news5
O'Boyle Wealth Management, Inc.5
Americana Partners, LLC4
J.P. Morgan Securities LLC news4
Cambridge Investment Research Advisors, Inc. news3
Citizens Securities, Inc.3

Advisors in Beverly Hills, A to Z (first 300 of 656)

CFP advisors in Beverly Hills →

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 897Roseville 611Westlake Village 597Sacramento 588Palo Alto 500Torrance 471La Jolla 463Carlsbad 429Menlo Park 428Santa Barbara 422El Segundo 421Fresno 413San Rafael 394San Mateo 354Woodland Hills 343Long Beach 335Folsom 305

Questions

How many financial advisors are in Beverly Hills, CA?

656 investment adviser representatives are registered at firm offices in Beverly Hills, California, according to the SEC's Investment Adviser Public Disclosure records. 550 of them are also registered as broker representatives, and 38 list the CFP designation.

Which firm has the most financial advisors in Beverly Hills?

Morgan Stanley, with 154 registered advisors in Beverly Hills, followed by Wells Fargo Clearing Services, LLC with 85.

How do I check a financial advisor in Beverly Hills?

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.