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
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 lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund Market

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Coronado, CA

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

30 registered advisors work in Coronado; the most are at J.P. Morgan Securities LLC (5). 0 list the CFP designation and 21 are also registered broker representatives.

Firms with the most advisors in Coronado

FirmAdvisors in Coronado
J.P. Morgan Securities LLC news5
LPL Financial LLC news5
Commonwealth Financial Network news3
Edward Jones news2
Orion Capital Management LLC news2
Sestante Family Office2
U.S. Bancorp Advisors, LLC2
Advisory Solutions Group1
Andrews Capital Management Inc.1
Hayes Hart CPA's Wealth Management, Inc.1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Parabolic Asset Management LLC1
Rabbitplans1
Raymond James & Associates, Inc. news1
UBS Financial Services Inc. news1
Wealth Enhancement Advisory Services, LLC news1

Advisors in Coronado, A to Z

Search all of California →

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 Coronado, CA?

30 investment adviser representatives are registered at firm offices in Coronado, California, according to the SEC's Investment Adviser Public Disclosure records. 21 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Coronado?

J.P. Morgan Securities LLC, with 5 registered advisors in Coronado, followed by LPL Financial LLC with 5.

How do I check a financial advisor in Coronado?

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.