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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Cardiff, CA

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

10 registered advisors work in Cardiff; the most are at Optimized Investment Partners, LLC (2). 1 list the CFP designation and 4 are also registered broker representatives.

Firms with the most advisors in Cardiff

FirmAdvisors in Cardiff
Optimized Investment Partners, LLC2
Aloha Wealth Partners1
Equitable Advisors, LLC news1
Focus Quantitative Methods, Inc.1
Hamilton-Bates Investment Research, Inc.1
LPL Financial LLC news1
Life Strategies, Inc.1
RBC Capital Markets, LLC news1
Savvy1

Advisors in Cardiff, A to Z

CFP advisors in Cardiff →

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 Cardiff, CA?

10 investment adviser representatives are registered at firm offices in Cardiff, California, according to the SEC's Investment Adviser Public Disclosure records. 4 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Cardiff?

Optimized Investment Partners, LLC, with 2 registered advisors in Cardiff, followed by Aloha Wealth Partners with 1.

How do I check a financial advisor in Cardiff?

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.