Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Concord, CA
Every SEC-registered investment adviser representative at a firm office in Concord, with the firms that employ the most of them.
The short answer
158 registered advisors work in Concord; the most are at Assetmark, Inc. (98). 15 list the CFP designation and 121 are also registered broker representatives.
Firms with the most advisors in Concord
| Firm | Advisors in Concord |
|---|---|
| Assetmark, Inc. | 98 |
| LPL Financial LLC news | 9 |
| Archvest Wealth Advisors, Inc. | 5 |
| J.P. Morgan Securities LLC news | 4 |
| State Farm Investment Management Corp. | 4 |
| Cetera Investment Advisers LLC news | 3 |
| D & T Financial Advisors, Inc. | 3 |
| Strategic Advisers LLC | 3 |
| Transamerica Financial Advisors, LLC | 3 |
| Api Capital, LLC | 2 |
| Hunt Wealth Management | 2 |
| Insight Capital Management | 2 |
| Wells Fargo Clearing Services, LLC news | 2 |
| Ameritas Advisory Services, LLC | 1 |
| Blodgett Wealth Advisors, LLC | 1 |
| Bradley & Company Private Wealth Management, LLC | 1 |
| Compound Planning, Inc. | 1 |
| Consolidated Portfolio Review Corp. | 1 |
| Eagle Strategies LLC | 1 |
| Edward Jones news | 1 |
| Equitable Advisors, LLC news | 1 |
| Golden Lion Wealth Management, LLC | 1 |
| Independent Financial Group, LLC | 1 |
| Index Gurus, Inc. | 1 |
| Investment Growth Management, Inc. | 1 |
Advisors in Concord, A to Z
CFP advisors in Concord →- Michael J. AbelsonAssetmark, Inc.
- Michael R. AulsonAssetmark, Inc.
- Chad A. AzaraAssetmark, Inc.
- Robert A. BarucciAssetmark, Inc.
- Maximilian D. BassoAssetmark, Inc.
- Tyler Benser- RidleyAssetmark, Inc.
- Dustin BlodgettIndependent Financial Group, LLC · Certified Financial Planner
- Landon T. BlodgettBlodgett Wealth Advisors, LLC
- Hope N. BolichJ.P. Morgan Securities LLC
- Scott H. BolinAssetmark, Inc.
- Tyler H. BolinAssetmark, Inc.
- Jean N. BoltonAssetmark, Inc.
- Justin L. BoydPrincipal Securities, Inc.
- Dylan J. BrandonAssetmark, Inc.
- Zoe BrunsonAssetmark, Inc. · Chartered Financial Analyst
- Badrakhmaa BukhkhuuJ.P. Morgan Securities LLC
- Eric R. BurkhardtAssetmark, Inc.
- David J. BursonAssetmark, Inc.
- Ryan D. ByrneAssetmark, Inc.
- Caden M. CallaAssetmark, Inc.
- Vanessa M. CamposJ.P. Morgan Securities LLC
- Benjamin F. CarrState Farm Investment Management Corp. · Chartered Financial Consultant
- Faith R. ChaffeeAssetmark, Inc.
- Michael R. ChapmanInsight Capital Management
- Michael S. ChongLPL Financial LLC · Certified Financial Planner
- Nikki T. ChuangAssetmark, Inc.
- Christopher D. CollinsAssetmark, Inc.
- Matthew G. CoonsApi Capital, LLC
- Trevor J. CornettAssetmark, Inc.
- Douglas P. DeeringAssetmark, Inc.
- Anthony J. Dirito Jr.Assetmark, Inc.
- Justin D. DiritoAssetmark, Inc.
- Michael B. DolanAssetmark, Inc.
- Maria C. DominguezWells Fargo Clearing Services, LLC
- Art J. DouganAssetmark, Inc.
- Gary P. DownsD & T Financial Advisors, Inc. · Personal Financial Specialist
- Joseph S. EbelingAssetmark, Inc.
- Rachael E. ElkenAssetmark, Inc.
- Jacob I. EpsteinAssetmark, Inc.
- Michael J. FergusonAssetmark, Inc.
- Mindy S. FoulgerAssetmark, Inc.
- Henry L. Frazier IIIEagle Strategies LLC
- Scott M. FrielAssetmark, Inc.
- Kirsten N. FroschAssetmark, Inc.
- Les A. Garaventa Jr.Ameritas Advisory Services, LLC
- Nidya Garcia-JimenezAssetmark, Inc.
- Gretchen B. GolembewskiAssetmark, Inc.
- Nicholas L. GomezLPL Financial LLC
- Lawrence I. GrossmanArchvest Wealth Advisors, Inc. · Certified Financial Planner
- Jill A. GuintuOsaic Wealth, Inc. · Certified Financial Planner
- Bijan HaghighiState Farm Investment Management Corp.
- Shelby R. HayesAssetmark, Inc.
- Frank A. Hayn IIIAssetmark, Inc.
- John HenryAssetmark, Inc.
- Zackary M. HernandezWells Fargo Clearing Services, LLC
- Cristian HerreraAssetmark, Inc.
- Christian J. HorcherAssetmark, Inc.
- Kelby V. HoustonApi Capital, LLC
- Ann HuchingsonAssetmark, Inc.
- David B. HuntHunt Wealth Management
- Ronald H. HuntHunt Wealth Management
- Faruk S. JafferIndex Gurus, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Brian P. KavanaughArchvest Wealth Advisors, Inc.
- Dennis J. KeeleyAssetmark, Inc.
- Karri H. KeepersAssetmark, Inc.
- Christopher K. KellerAssetmark, Inc.
- Jhon K. KhanAssetmark, Inc.
- Michael KimAssetmark, Inc.
- Anthony S. KucAssetmark, Inc.
- Kirstyn R. KunzAssetmark, Inc.
- Cruz LagunasAssetmark, Inc.
- Eric T. LaiArchvest Wealth Advisors, Inc. · Certified Financial Planner
- Randy J. LawrenceAssetmark, Inc.
- Liyuan LeeLPL Financial LLC
- Phillip E. LegorretaAssetmark, Inc.
- Umberto LeoneEdward Jones · Certified Financial Planner
- Vincent S. LewisAssetmark, Inc.
- Matthew W. LiameroAssetmark, Inc.
- Robert A. LimaAssetmark, Inc.
- Megan LinfordStrategic Advisers LLC
- Pouneh V. LomboyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph E. LongLPL Financial LLC
- Karry J. MaciakLPL Financial LLC
- Ysela G. MadrigalPfs Investments Inc.
- James E. MaguireAssetmark, Inc.
- Brendan P. MallonAssetmark, Inc.
- Phillip E. ManningAssetmark, Inc.
- Todd R. MarsellAssetmark, Inc.
- Elizabeth M. McConvilleAssetmark, Inc.
- Kevin E. McGregorCetera Investment Advisers LLC
- Andrew M. MendoncaD & T Financial Advisors, Inc.
- Mark Angelo P. MesinaSecure Investment Management, LLC
- Geoffrey A. MettlerPrime Capital Financial
- Jason F. MillerAssetmark, Inc.
- Philip J. MoraciAssetmark, Inc.
- Samuel R. MoraciAssetmark, Inc.
- Leesa J. NicholsAssetmark, Inc.
- Ryan F. NolanAssetmark, Inc.
- Reed A. NothwangCompound Planning, Inc. · Certified Financial Planner
- Sulaiman S. ParwizGolden Lion Wealth Management, LLC
- Sara A. PaulsonAssetmark, Inc.
- Premnauth PersaudLPL Financial LLC
- Andrew J. PetersenAssetmark, Inc. · Certified Financial Planner
- Alexander L. PetersonAssetmark, Inc.
- Mark S. PickettAssetmark, Inc.
- Ryan M. PinedaAssetmark, Inc.
- Bradley PoertnerAssetmark, Inc.
- Jared M. PoertnerAssetmark, Inc.
- Kevin L. PollardAssetmark, Inc.
- Stacey V. QuinnTransamerica Financial Advisors, LLC
- Patricia L. RamirezConsolidated Portfolio Review Corp.
- Alicia A. ReedAssetmark, Inc.
- Kurtis W. ReichertAssetmark, Inc.
- Timothy ReitzAssetmark, Inc.
- Richard F. RepaAssetmark, Inc.
- John D. ResnickAssetmark, Inc.
- Edna B. ReyesTransamerica Financial Advisors, LLC
- Courtney N. RicharsAssetmark, Inc.
- Alexe D. RodopoulosAssetmark, Inc.
- Michael C. RossiAssetmark, Inc.
- Amanda L. RysiewiczAssetmark, Inc.
- Elena J. SadurState Farm Investment Management Corp. · Chartered Financial Consultant
- Goran SanticAssetmark, Inc.
- John P. SaylorLPL Financial LLC
- John P. SchweitzerTransamerica Financial Advisors, LLC
- Levi D. ScogginsAssetmark, Inc.
- Megan E. ScogginsAssetmark, Inc.
- Mohammad Reza ShabaniJ.P. Morgan Securities LLC
- Jill E. ShibuyaArchvest Wealth Advisors, Inc. · Certified Financial Planner
- Ron A. SilvaLPL Financial LLC · Certified Financial Planner
- Michael StalilionisAssetmark, Inc.
- Maxwell P. StangretAssetmark, Inc.
- Eric A. StjernstromAssetmark, Inc.
- Todd E. SultAssetmark, Inc.
- David L. SunAssetmark, Inc.
- Thomas B. TaylorCetera Investment Advisers LLC · Certified Financial Planner
- Mara TebbenAssetmark, Inc.
- Briana-Capri ThadisonAssetmark, Inc.
- Melissa A. TiscarenoBradley & Company Private Wealth Management, LLC · Certified Financial Planner
- Kristina D. TolandAssetmark, Inc.
- Ian TongolInvestment Growth Management, Inc.
- Jeremy H. TrudellAssetmark, Inc.
- Alexander R. TsurudaD & T Financial Advisors, Inc.
- Joel M. VauseAssetmark, Inc.
- A.J. WaliaStrategic Advisers LLC
- Peter P. WalkerAssetmark, Inc.
- Heidi E. WallaceAssetmark, Inc.
- Paul S. WatkinsStrategic Advisers LLC
- Brian C. WayUSI Securities, Inc.
- John R. WenzelArchvest Wealth Advisors, Inc. · Certified Financial Planner
- Michael D. WestCetera Investment Advisers LLC · Certified Financial Planner
- Bannack T. WheelerAssetmark, Inc.
- Gail L. WilliamsState Farm Investment Management Corp. · Chartered Financial Consultant
- Sabrina A. WilliamsAssetmark, Inc.
- Ryan E. WilsonAssetmark, Inc.
- Robert WinderEquitable Advisors, LLC
- Geraldo J. WingateAssetmark, Inc.
- Kevin T. ZimmerLPL Financial LLC
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 Concord, CA?
158 investment adviser representatives are registered at firm offices in Concord, California, according to the SEC's Investment Adviser Public Disclosure records. 121 of them are also registered as broker representatives, and 15 list the CFP designation.
Which firm has the most financial advisors in Concord?
Assetmark, Inc., with 98 registered advisors in Concord, followed by LPL Financial LLC with 9.
How do I check a financial advisor in Concord?
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.