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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Claremont, CA

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

75 registered advisors work in Claremont; the most are at Morgan Stanley (21). 10 list the CFP designation and 56 are also registered broker representatives.

Firms with the most advisors in Claremont

FirmAdvisors in Claremont
Morgan Stanley news21
D.A. Davidson & Co.9
Gould Asset Management LLC8
LPL Financial LLC news8
Lifesteps Financial6
J.P. Morgan Securities LLC news4
Financial Designs Corporation3
Evermont Wealth2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Osaic Wealth, Inc. news2
Ae Wealth Management, LLC1
Ameriprise Financial Services, LLC news1
Cetera Investment Advisers LLC news1
Claremont Financial Group,inc.1
Edward Jones news1
Equitable Advisors, LLC news1
Northwestern Mutual Investment Services, LLC1
Park Avenue Securities LLC1
Raymond James Financial Services Advisors, Inc. news1
Stifel, Nicolaus & Company, Incorporated news1

Advisors in Claremont, A to Z

CFP advisors in Claremont →

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 Claremont, CA?

75 investment adviser representatives are registered at firm offices in Claremont, California, according to the SEC's Investment Adviser Public Disclosure records. 56 of them are also registered as broker representatives, and 10 list the CFP designation.

Which firm has the most financial advisors in Claremont?

Morgan Stanley, with 21 registered advisors in Claremont, followed by D.A. Davidson & Co. with 9.

How do I check a financial advisor in Claremont?

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.