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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Clovis, CA

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

The short answer

46 registered advisors work in Clovis; the most are at LPL Financial LLC (5). 7 list the CFP designation and 36 are also registered broker representatives.

Firms with the most advisors in Clovis

FirmAdvisors in Clovis
LPL Financial LLC news5
State Farm Investment Management Corp.5
Edward Jones news4
Bolt Wealth Management LLC3
Cambridge Investment Research Advisors, Inc. news3
J.P. Morgan Securities LLC news3
Integrated Planning & Investments2
Wells Fargo Advisors Financial Network, LLC news2
Ameriprise Financial Services, LLC news1
Cetera Investment Advisers LLC news1
Commonwealth Financial Network news1
Fallbrook Fi1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Mutual Of Omaha Investor Services, Inc.1
Nectarine1
Osaic Institutions, Inc. news1
Osaic Wealth, Inc. news1
Pfs Investments Inc.1
Raymond James Financial Services Advisors, Inc. news1
Rockefeller Capital Management news1
Rockefeller Financial LLC news1
Secure Investment Management, LLC1
Simplifiedfp1
Thrivent Investment Management Inc.1
Topturn Capital, LLC1

Advisors in Clovis, A to Z

CFP advisors in Clovis →

Other cities in California

All of California →

San Diego 3,492Los Angeles 3,345San Francisco 3,218Newport Beach 1,784Irvine 1,663Pasadena 1,078Walnut Creek 1,053San Jose 913Beverly Hills 654Roseville 611Westlake Village 601Sacramento 583Palo Alto 511Torrance 485La Jolla 463Santa Barbara 424Carlsbad 422Menlo Park 417Fresno 416San Rafael 411El Segundo 407Woodland Hills 357San Mateo 350Long Beach 341

Questions

How many financial advisors are in Clovis, CA?

46 investment adviser representatives are registered at firm offices in Clovis, California, according to the SEC's Investment Adviser Public Disclosure records. 36 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Clovis?

LPL Financial LLC, with 5 registered advisors in Clovis, followed by State Farm Investment Management Corp. with 5.

How do I check a financial advisor in Clovis?

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.