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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Brentwood, CA

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

The short answer

33 registered advisors work in Brentwood; the most are at Edward Jones (3). 4 list the CFP designation and 26 are also registered broker representatives.

Firms with the most advisors in Brentwood

FirmAdvisors in Brentwood
Edward Jones news3
LPL Financial LLC news3
Strategic Advisers LLC3
Wells Fargo Clearing Services, LLC news3
Blodgett Wealth Advisors, LLC2
Commonwealth Financial Network news2
Oak Tree Securities, Inc.2
Wells Fargo Advisors Financial Network, LLC news2
Allspring Funds Management, LLC1
Beacon Veterinary Wealth1
Bolt Wealth Management LLC1
Cetera Investment Advisers LLC news1
Eagle Strategies LLC1
Forthright Capital1
Gxii Inc.1
J.P. Morgan Securities LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Nardene Wealth Management Inc.1
Osaic Wealth, Inc. news1
Pfs Investments Inc.1
UBS Financial Services Inc. news1

Advisors in Brentwood, A to Z

CFP advisors in Brentwood →

Other cities in California

All of California →

San Diego 3,495Los Angeles 3,224San Francisco 3,217Newport Beach 1,784Irvine 1,661Pasadena 1,107Walnut Creek 1,049San Jose 897Beverly Hills 655Roseville 609Westlake Village 596Sacramento 590Palo Alto 499Torrance 470La Jolla 464Carlsbad 429Menlo Park 429El Segundo 423Santa Barbara 423Fresno 412San Rafael 394San Mateo 354Woodland Hills 342Long Beach 337

Questions

How many financial advisors are in Brentwood, CA?

33 investment adviser representatives are registered at firm offices in Brentwood, California, according to the SEC's Investment Adviser Public Disclosure records. 26 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Brentwood?

Edward Jones, with 3 registered advisors in Brentwood, followed by LPL Financial LLC with 3.

How do I check a financial advisor in Brentwood?

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.