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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Dublin, CA

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

The short answer

69 registered advisors work in Dublin; the most are at Strategic Advisers LLC (26). 2 list the CFP designation and 57 are also registered broker representatives.

Firms with the most advisors in Dublin

FirmAdvisors in Dublin
Strategic Advisers LLC26
J.P. Morgan Securities LLC news13
LPL Financial LLC news3
Merrill Lynch, Pierce, Fenner & Smith Incorporated news3
Atlas Grove Capital LLC2
Lucerna Capital Management LLC2
Marathon Retirement Planning2
State Farm Investment Management Corp.2
American Investors Company1
Bayleaf Financial Services1
Conaghan Financial Services1
Eagle Strategies LLC1
Edward Jones news1
Empower Advisory Group, LLC1
Fincop Financial Planning1
Five Talents Wealth Management1
Halo Investment Services, LLC1
Khalis Financial Advisors LLC1
MML Investors Services, LLC1
RBC Capital Markets, LLC news1
Schwab Wealth Advisory, Inc. news1
Spc1
UBS Financial Services Inc. news1
Virtue Capital Management, LLC1

Advisors in Dublin, A to Z

CFP advisors in Dublin →

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 Dublin, CA?

69 investment adviser representatives are registered at firm offices in Dublin, California, according to the SEC's Investment Adviser Public Disclosure records. 57 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Dublin?

Strategic Advisers LLC, with 26 registered advisors in Dublin, followed by J.P. Morgan Securities LLC with 13.

How do I check a financial advisor in Dublin?

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.