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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Escondido, CA

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

69 registered advisors work in Escondido; the most are at Integrated Wealth Concepts LLC (8). 14 list the CFP designation and 34 are also registered broker representatives.

Firms with the most advisors in Escondido

FirmAdvisors in Escondido
Integrated Wealth Concepts LLC8
Edward Jones news6
J.P. Morgan Securities LLC news4
LPL Financial LLC news4
Red Seven4
Ameritas Advisory Services, LLC3
Vector Financial Solutions, Inc.3
Cetera Investment Advisers LLC news2
Devore Financial Advisors LLC2
Raymond James Financial Services Advisors, Inc. news2
Tri-Ad Capital Management I, LLC2
Wealth Watch Advisors, Inc.2
Wells Fargo Clearing Services, LLC news2
Astra Wealth Management LLC1
Bell Strategic Investments, Inc.1
Calton & Associates, Inc.1
Eagle Strategies LLC1
Empower Advisory Group, LLC1
Farrar Financials1
Fox Wealth Strategies1
Goodrich Financial Group, LLC1
Harvestwise Wealth Planning1
Hornor, Townsend & Kent, LLC1
Independent Financial Group, LLC1
Lasalle St. Investment Advisors, L.L.C.1

Advisors in Escondido, A to Z

CFP advisors in Escondido →

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 Escondido, CA?

69 investment adviser representatives are registered at firm offices in Escondido, California, according to the SEC's Investment Adviser Public Disclosure records. 34 of them are also registered as broker representatives, and 14 list the CFP designation.

Which firm has the most financial advisors in Escondido?

Integrated Wealth Concepts LLC, with 8 registered advisors in Escondido, followed by Edward Jones with 6.

How do I check a financial advisor in Escondido?

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.