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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Cypress, CA

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

21 registered advisors work in Cypress; the most are at Ivanoff Wealth Management Inc. (3). 0 list the CFP designation and 18 are also registered broker representatives.

Firms with the most advisors in Cypress

FirmAdvisors in Cypress
Ivanoff Wealth Management Inc.3
LPL Financial LLC news3
Osaic Wealth, Inc. news3
Cetera Investment Advisers LLC news2
United Planners' Financial Services Of America A Limited Partner2
Bcn Financial, Inc.1
Calton & Associates, Inc.1
Citigroup Global Markets Inc. news1
Farmers Asset Management, LLC1
J.P. Morgan Securities LLC news1
Miramontes Capital, LLC1
Thrivent Investment Management Inc.1
Transamerica Financial Advisors, LLC1
Tucker Asset Management LLC1

Advisors in Cypress, A to Z

Search all of California →

Other cities in California

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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 Cypress, CA?

21 investment adviser representatives are registered at firm offices in Cypress, California, according to the SEC's Investment Adviser Public Disclosure records. 18 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Cypress?

Ivanoff Wealth Management Inc., with 3 registered advisors in Cypress, followed by LPL Financial LLC with 3.

How do I check a financial advisor in Cypress?

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.