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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Diamond Bar, CA

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

45 registered advisors work in Diamond Bar; the most are at Independent Financial Group, LLC (8). 11 list the CFP designation and 38 are also registered broker representatives.

Firms with the most advisors in Diamond Bar

FirmAdvisors in Diamond Bar
Independent Financial Group, LLC8
J.P. Morgan Securities LLC news5
LPL Financial LLC news5
Osaic Wealth, Inc. news5
Cetera Investment Advisers LLC news4
Ameriprise Financial Services, LLC news2
Lagos Wealth Advisors2
MML Investors Services, LLC2
Ambrosia Asset Management1
Bos Taurus1
Cambridge Investment Research Advisors, Inc. news1
Llg Wealth Management1
Merit Financial Advisors1
Morgan Stanley news1
Mutual Advisors, LLC1
State Farm Investment Management Corp.1
Strategic Advisers LLC1
The Financial Group1
U.S. Bancorp Advisors, LLC1
Valuetech Private Advisors1

Advisors in Diamond Bar, A to Z

CFP advisors in Diamond Bar →

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 Diamond Bar, CA?

45 investment adviser representatives are registered at firm offices in Diamond Bar, California, according to the SEC's Investment Adviser Public Disclosure records. 38 of them are also registered as broker representatives, and 11 list the CFP designation.

Which firm has the most financial advisors in Diamond Bar?

Independent Financial Group, LLC, with 8 registered advisors in Diamond Bar, followed by J.P. Morgan Securities LLC with 5.

How do I check a financial advisor in Diamond Bar?

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.