Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Carmel By The Sea, CA
Every SEC-registered investment adviser representative at a firm office in Carmel By The Sea, with the firms that employ the most of them.
The short answer
17 registered advisors work in Carmel By The Sea; the most are at Thepartners Wealth Management (15). 2 list the CFP designation and 4 are also registered broker representatives.
Firms with the most advisors in Carmel By The Sea
| Firm | Advisors in Carmel By The Sea |
|---|---|
| Thepartners Wealth Management | 15 |
| Elite Portfolios | 2 |
| Cetera Investment Advisers LLC news | 1 |
| RBC Capital Markets, LLC news | 1 |
Advisors in Carmel By The Sea, A to Z
CFP advisors in Carmel By The Sea →- Justin BalasThepartners Wealth Management
- Kyle J. BradyThepartners Wealth Management
- Matthew J. BradyThepartners Wealth Management
- Bart P. CutinoThepartners Wealth Management
- Sonja M. EliaThepartners Wealth Management · Chartered Financial Consultant
- Peter J. FreidelThepartners Wealth Management
- Gary B. GordonThepartners Wealth Management
- Derek C. KartchnerThepartners Wealth Management
- Trevin R. KentThepartners Wealth Management · Certified Financial Planner
- William P. KrauseThepartners Wealth Management · Chartered Financial Consultant
- Bradley W. LarsonCetera Investment Advisers LLC
- Gregory A. RutherfordThepartners Wealth Management · Certified Financial Planner
- Richard A. SchaeferRBC Capital Markets, LLC
- Joseph D. ShalomThepartners Wealth Management
- Cylynn K. SheffieldThepartners Wealth Management
- Antonio B. TrivelloniThepartners Wealth Management
- Jill TrivelloniThepartners Wealth Management
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 Carmel By The Sea, CA?
17 investment adviser representatives are registered at firm offices in Carmel By The Sea, California, according to the SEC's Investment Adviser Public Disclosure records. 4 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Carmel By The Sea?
Thepartners Wealth Management, with 15 registered advisors in Carmel By The Sea, followed by Elite Portfolios with 2.
How do I check a financial advisor in Carmel By The Sea?
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.