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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Corte Madera, CA

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

The short answer

81 registered advisors work in Corte Madera; the most are at Wells Fargo Clearing Services, LLC (40). 13 list the CFP designation and 69 are also registered broker representatives.

Firms with the most advisors in Corte Madera

FirmAdvisors in Corte Madera
Wells Fargo Clearing Services, LLC news40
Charles Schwab & Co., Inc. news19
Mariner news3
Diversified Planning Concepts, Inc.2
Holzberg Wealth Management, Inc.2
J.P. Morgan Securities LLC news2
Aikapa1
Alliancebernstein L.P.1
Alpha Wealth Management And Planning LLC1
Cohen Capital Management Inc.1
Eagle Strategies LLC1
Equitable Advisors, LLC news1
Financial Security Planning Services, Inc.1
Fisher Investments news1
Hall Financial Services, Inc.1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Missionsquare Retirement1
Mountain Capital Investment Advisors Inc.1
Raymond James Financial Services Advisors, Inc. news1
Strasburg Asset Management Company LLC1

Advisors in Corte Madera, A to Z

CFP advisors in Corte Madera →

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 Corte Madera, CA?

81 investment adviser representatives are registered at firm offices in Corte Madera, California, according to the SEC's Investment Adviser Public Disclosure records. 69 of them are also registered as broker representatives, and 13 list the CFP designation.

Which firm has the most financial advisors in Corte Madera?

Wells Fargo Clearing Services, LLC, with 40 registered advisors in Corte Madera, followed by Charles Schwab & Co., Inc. with 19.

How do I check a financial advisor in Corte Madera?

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.