Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder look

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Chula Vista, CA

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

53 registered advisors work in Chula Vista; the most are at Edward Jones (5). 7 list the CFP designation and 44 are also registered broker representatives.

Firms with the most advisors in Chula Vista

FirmAdvisors in Chula Vista
Edward Jones news5
J.P. Morgan Securities LLC news4
Merrill Lynch, Pierce, Fenner & Smith Incorporated news4
Strategic Advisers LLC4
LPL Financial LLC news3
Ameriprise Financial Services, LLC news2
Cambridge Investment Research Advisors, Inc. news2
Pfs Investments Inc.2
U.S. Bancorp Advisors, LLC2
Voya Financial Advisors, Inc.2
Wells Fargo Advisors Financial Network, LLC news2
Wells Fargo Clearing Services, LLC news2
Allora Wealth, LLC1
Bbva Global Wealth Advisors, Inc.1
Berthel, Fisher & Company Financial Services, Inc.1
Cetera Investment Advisers LLC news1
Charles Schwab & Co., Inc. news1
Economic Research And Insurance Solutions, LLC1
Equitable Advisors, LLC news1
Fourzan Financial LLC1
Gold Path Investment Group1
Infinity Financial Services Advisory1
Insigneo Advisory Services, LLC1
Integrated Wealth Concepts LLC1
Osaic Institutions, Inc. news1

Advisors in Chula Vista, A to Z

CFP advisors in Chula Vista →

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 Chula Vista, CA?

53 investment adviser representatives are registered at firm offices in Chula Vista, California, according to the SEC's Investment Adviser Public Disclosure records. 44 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Chula Vista?

Edward Jones, with 5 registered advisors in Chula Vista, followed by J.P. Morgan Securities LLC with 4.

How do I check a financial advisor in Chula Vista?

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.