Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in El Cajon, CA

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

40 registered advisors work in El Cajon; the most are at LPL Financial LLC (9). 5 list the CFP designation and 34 are also registered broker representatives.

Firms with the most advisors in El Cajon

FirmAdvisors in El Cajon
LPL Financial LLC news9
State Farm Investment Management Corp.4
Wells Fargo Clearing Services, LLC news3
Edward Jones news2
Infinity Financial Services Advisory2
J.P. Morgan Securities LLC news2
MML Investors Services, LLC2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Strategic Advisers LLC2
U.S. Bancorp Advisors, LLC2
Bolton Securities Corporation1
Cetera Investment Advisers LLC news1
Frassati Wealth1
Insigneo Advisory Services, LLC1
Legion Private Wealth Management1
Orion Capital Management LLC news1
Osaic Wealth, Inc. news1
Strategy Asset Managers L.L.C.1
True Fiduciary Capital, LLC1
UBS Financial Services Inc. news1

Advisors in El Cajon, A to Z

CFP advisors in El Cajon →

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 El Cajon, CA?

40 investment adviser representatives are registered at firm offices in El Cajon, California, according to the SEC's Investment Adviser Public Disclosure records. 34 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in El Cajon?

LPL Financial LLC, with 9 registered advisors in El Cajon, followed by State Farm Investment Management Corp. with 4.

How do I check a financial advisor in El Cajon?

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.