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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Folsom, CA

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

The short answer

305 registered advisors work in Folsom; the most are at Allworth Financial, L.P. (110). 83 list the CFP designation and 198 are also registered broker representatives.

Firms with the most advisors in Folsom

FirmAdvisors in Folsom
Allworth Financial, L.P. news110
Edward Jones news18
Morgan Stanley news18
Strategic Advisers LLC18
Equitable Advisors, LLC news17
LPL Financial LLC news16
Ameritas Advisory Services, LLC15
Captrust news7
Planned Solutions, Inc.7
Charles Schwab & Co., Inc. news6
Osaic Wealth, Inc. news6
Commonwealth Financial Network news4
J.P. Morgan Securities LLC news4
Prudent Investor Advisors, LLC4
Ameriprise Financial Services, LLC news3
Cambridge Investment Research Advisors, Inc. news3
Cetera Investment Advisers LLC news3
Advisor Share Wealth Management, LLC2
Calton & Associates, Inc.2
Gasber Financial Advisors, Inc.2
Hightower Advisors, LLC news2
Independent Financial Group, LLC2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Osaic Advisory Services, LLC news2
Raymond James Financial Services Advisors, Inc. news2

Advisors in Folsom, A to Z (first 300 of 305)

CFP advisors in Folsom →

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 Folsom, CA?

305 investment adviser representatives are registered at firm offices in Folsom, California, according to the SEC's Investment Adviser Public Disclosure records. 198 of them are also registered as broker representatives, and 83 list the CFP designation.

Which firm has the most financial advisors in Folsom?

Allworth Financial, L.P., with 110 registered advisors in Folsom, followed by Edward Jones with 18.

How do I check a financial advisor in Folsom?

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.