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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Castro Valley, CA

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

32 registered advisors work in Castro Valley; the most are at Wells Fargo Clearing Services, LLC (6). 4 list the CFP designation and 30 are also registered broker representatives.

Firms with the most advisors in Castro Valley

FirmAdvisors in Castro Valley
Wells Fargo Clearing Services, LLC news6
State Farm Investment Management Corp.4
J.P. Morgan Securities LLC news3
LPL Financial LLC news3
Cambridge Investment Research Advisors, Inc. news2
Cetera Investment Advisers LLC news2
Malakoff Wealth2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Osaic Wealth, Inc. news2
Allstate Financial Advisors, LLC1
Davenport Wealth Advisors1
E. Demmler And Associates1
Edward Jones news1
Mwa Financial Services Inc.1
Osaic Advisory Services, LLC news1
Strategic Advisers LLC1
UBS Financial Services Inc. news1

Advisors in Castro Valley, A to Z

CFP advisors in Castro Valley →

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 Castro Valley, CA?

32 investment adviser representatives are registered at firm offices in Castro Valley, California, according to the SEC's Investment Adviser Public Disclosure records. 30 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Castro Valley?

Wells Fargo Clearing Services, LLC, with 6 registered advisors in Castro Valley, followed by State Farm Investment Management Corp. with 4.

How do I check a financial advisor in Castro Valley?

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.