Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Encinitas, CA
Every SEC-registered investment adviser representative at a firm office in Encinitas, with the firms that employ the most of them.
79 registered advisors work in Encinitas; the most are at LPL Financial LLC (13). 0 list the CFP designation and 49 are also registered broker representatives.
Firms with the most advisors in Encinitas
| Firm | Advisors in Encinitas |
|---|---|
| LPL Financial LLC news | 13 |
| Lifetime Financial Advisors Inc. | 4 |
| Raymond James Financial Services Advisors, Inc. news | 4 |
| Cooper Capital Group | 3 |
| J.P. Morgan Securities LLC news | 3 |
| Salient Wealth Planning | 3 |
| Stone Steps Financial, LLC | 3 |
| Strategic Advisers LLC | 3 |
| Archstone Capital Advisors | 2 |
| Balboa Wealth Partners, Inc. | 2 |
| Cornell Capital Group LLC | 2 |
| Edward Jones news | 2 |
| Independent Financial Group, LLC | 2 |
| Longhouse Wealth Management | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 2 |
| State Farm Investment Management Corp. | 2 |
| Stout Capital Management LLC | 2 |
| Wells Fargo Clearing Services, LLC news | 2 |
| Advisors Asset Management, Inc. | 1 |
| Alden Investment Group | 1 |
| Ballast Rock Private Wealth | 1 |
| Caris Investment Partners | 1 |
| Cetera Investment Advisers LLC news | 1 |
| Commonwealth Financial Network news | 1 |
| Corto Capital Advisors LLC | 1 |
Advisors in Encinitas, A to Z
Search all of California →- Daniel D. AnderleRaymond James Financial Services Advisors, Inc.
- Dan AtkinStrategic Advisers LLC
- Matthew B. AuchardGolden State Wealth Management, LLC
- Blake D. Baxter Jr.LPL Financial LLC
- Garrison BeckEmpower Advisory Group, LLC
- Mark E. BobinIndependent Financial Group, LLC
- Walter A. Bowser IIEdward Jones · Certified Financial Planner
- Patrick J. BrazellBalboa Wealth Partners, Inc.
- Mary E. BrennanStone Steps Financial, LLC · Certified Financial Planner
- Carla CampbellCetera Investment Advisers LLC · Certified Financial Planner
- David J. CarianiPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Analyst
- Darren J. CarisCaris Investment Partners
- Riley P. CavanaughLPL Financial LLC
- Andrea ChillakIntegrated Wealth Concepts LLC
- Clinton W. CooperCooper Capital Group
- Andrew CornellCornell Capital Group LLC
- Shaun C. CornellCornell Capital Group LLC · Chartered Financial Analyst
- Kathleen A. CoveyIndependent Financial Group, LLC · Certified Financial Planner
- Justine E. DelauroWells Fargo Clearing Services, LLC
- Darren DevriesDe Vries Asset Management, LLC
- Magdalena DoemenyFarther · Certified Financial Planner
- Dean V. FerraroLonghouse Wealth Management
- John M. FerraroLonghouse Wealth Management
- Brian S. FieldLPL Financial LLC
- Zachary I. ForsterThornburg Investment Management Inc.
- Scott R. FrankStone Steps Financial, LLC · Certified Financial Planner, Chartered Financial Analyst
- Joseph A. Ganino IIIBalboa Wealth Partners, Inc.
- Devin M. GarrettStrategic Advisers LLC · Certified Financial Planner
- Rene A. GonzalezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Scott A. GoswamiArchstone Capital Advisors · Chartered Financial Analyst
- Kameron HallCommonwealth Financial Network
- Katelin G. HarlanState Farm Investment Management Corp.
- Scott B. HinkleAlden Investment Group · Certified Financial Planner
- Brian M. HowarthPrincipal Securities, Inc.
- Aram JanoyanArchstone Capital Advisors
- Minjoo JeongMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Hannah KellyLPL Financial LLC
- Sean M. KellyKelly Financial Group LLC · Certified Financial Planner
- Francesco P. LeighAdvisors Asset Management, Inc.
- Brandon S. LinsterU.S. Bancorp Advisors, LLC
- Daniel W. LoganRaymond James Financial Services Advisors, Inc.
- Anton F. MadsenStone Steps Financial, LLC · Certified Financial Planner
- Francisco X. MaldonadoGlobal Vantage Wealth Management · Certified Financial Planner
- David L. MathiasLPL Financial LLC · Certified Financial Planner
- Michael R. McKenzieUBS Financial Services Inc.
- Brendan F. McNamaraLPL Financial LLC
- Jeffery S. MelemedWells Fargo Clearing Services, LLC
- Christopher A. MeltonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Andrew J. MesconBallast Rock Private Wealth
- Nate MilesCooper Capital Group
- Rasaan MosheshEdward Jones
- Blake T. MuchnickStrategic Advisers LLC
- James P. NaldiVirtus Investment Advisers, LLC · Chartered Financial Analyst
- Lauren H. PeckJ.P. Morgan Securities LLC
- Nicole E. PeterkinPeterkin Financial, LLC · Certified Financial Planner
- Cullen O. RocheOrcam Financial Group, LLC
- Veronica RodriguezJ.P. Morgan Securities LLC
- Michelle E. RohrbachSei Investments Management Corp.
- Zoran SelakovicLPL Financial LLC
- Zachary A. ShannonCorto Capital Advisors LLC · Chartered Financial Analyst
- Philip E. SmithSalient Wealth Planning · Certified Financial Planner, Chartered Financial Consultant
- Michael F. SouzaKoa Wealth Management, LLC
- Bryan M. StebelLPL Financial LLC · Certified Financial Planner
- Dekker J. StebelLPL Financial LLC
- Kyle W. StitsCooper Capital Group
- Gary R. StoutStout Capital Management LLC
- Thomas G. StoutStout Capital Management LLC · Certified Financial Planner
- John G. TaylorLPL Financial LLC
- Lisa M. TrappState Farm Investment Management Corp. · Chartered Financial Consultant
- Matthew J. TurnbullTurnbull Financial Services LLC
- Luke D. Van HoutenLPL Financial LLC · Certified Financial Planner
- Steven L. Van HoutenLPL Financial LLC · Certified Financial Planner
- Patrick VentoJ.P. Morgan Securities LLC
- Richard J. Vertucci Jr.Salient Wealth Planning
- Kevin P. WilsonRBC Capital Markets, LLC · Chartered Financial Analyst
- Maxwell WittenbergIndependent Wealth Solutions
- Allison S. WootonSalient Wealth Planning
- Timothy R. WrightLPL Financial LLC · Certified Financial Planner
- Dean R. ZackRaymond James Financial Services Advisors, Inc.
Other cities in California
All of California →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 Encinitas, CA?
79 investment adviser representatives are registered at firm offices in Encinitas, California, according to the SEC's Investment Adviser Public Disclosure records. 49 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Encinitas?
LPL Financial LLC, with 13 registered advisors in Encinitas, followed by Lifetime Financial Advisors Inc. with 4.
How do I check a financial advisor in Encinitas?
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.