Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Clayton, CA
Every SEC-registered investment adviser representative at a firm office in Clayton, with the firms that employ the most of them.
9 registered advisors work in Clayton; the most are at Investment Growth Management, Inc. (2). 0 list the CFP designation and 1 are also registered broker representatives.
Firms with the most advisors in Clayton
| Firm | Advisors in Clayton |
|---|---|
| Investment Growth Management, Inc. | 2 |
| Csp Financial Group LLC | 1 |
| Intelligent Investing | 1 |
| LPL Financial LLC news | 1 |
| Moment Private Wealth | 1 |
| Muhr Advisory Group | 1 |
| State Farm Investment Management Corp. | 1 |
| Willis Financial Services, Inc. | 1 |
Advisors in Clayton, A to Z
Search all of California →- Brendan J. FraleighMoment Private Wealth
- Timothy A. McGallianState Farm Investment Management Corp. · Chartered Financial Consultant
- Jeffrey L. MuhrMuhr Advisory Group
- Andrew J. RedlickInvestment Growth Management, Inc. · Certified Financial Planner
- Michael J. RedlickInvestment Growth Management, Inc.
- Daryl A. SalcedoLPL Financial LLC
- Rory C. VanderheydenIntelligent Investing · Certified Financial Planner
- Tonya S. WhiteCsp Financial Group LLC
- Steven M. WillisWillis Financial Services, Inc. · Certified Financial Planner, Personal Financial Specialist
Other cities in California
All of California →San Diego 3,692Los Angeles 3,528San Francisco 3,395Newport Beach 1,868Irvine 1,751Pasadena 1,138Walnut Creek 1,114San Jose 962Beverly Hills 692Westlake Village 638Roseville 633Sacramento 613Palo Alto 546Torrance 513La Jolla 490Santa Barbara 454Carlsbad 446Fresno 446El Segundo 438San Rafael 434Menlo Park 432Woodland Hills 377San Mateo 373Long Beach 359
Questions
How many financial advisors are in Clayton, CA?
9 investment adviser representatives are registered at firm offices in Clayton, California, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Clayton?
Investment Growth Management, Inc., with 2 registered advisors in Clayton, followed by Csp Financial Group LLC with 1.
How do I check a financial advisor in Clayton?
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.