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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Davis, CA

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

41 registered advisors work in Davis; the most are at Edward Jones (5). 6 list the CFP designation and 29 are also registered broker representatives.

Firms with the most advisors in Davis

FirmAdvisors in Davis
Edward Jones news5
LPL Financial LLC news3
Rmc Financial Advisors, LLC3
Ameriprise Financial Services, LLC news2
Apella Wealth2
Archer Pointe Wealth Management, LLC2
Carbahal Olsen Financial Services Group LLC2
Eagle Strategies LLC2
J.P. Morgan Securities LLC news2
MML Investors Services, LLC2
Osaic Wealth, Inc. news2
Strategic Advisers LLC2
U.S. Bancorp Advisors, LLC2
Wells Fargo Clearing Services, LLC news2
Commonwealth Financial Network news1
Flyway Advisors1
Kestra Advisory Services, LLC news1
Mariner news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Sorunke Wealth Advisors1
State Farm Investment Management Corp.1
Van Ham Wealth Management1
Wayne Gilbert & Company1

Advisors in Davis, A to Z

CFP advisors in Davis →

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 Davis, CA?

41 investment adviser representatives are registered at firm offices in Davis, California, according to the SEC's Investment Adviser Public Disclosure records. 29 of them are also registered as broker representatives, and 6 list the CFP designation.

Which firm has the most financial advisors in Davis?

Edward Jones, with 5 registered advisors in Davis, followed by LPL Financial LLC with 3.

How do I check a financial advisor in Davis?

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.