Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Ameritas Advisory Services, LLC financial advisors in Folsom, CA

Every SEC-registered investment adviser representative at a Ameritas Advisory Services, LLC office in Folsom, A to Z.

The short answer

15 registered advisors work at Ameritas Advisory Services, LLC in Folsom, out of 493 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 15 are also registered broker representatives.

Ameritas Advisory Services, LLC advisors in Folsom, A to Z

Every Ameritas Advisory Services, LLC advisor →

Ameritas Advisory Services, LLC advisors in every city and state →Ameritas Advisory Services, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Ameritas Advisory Services, LLC advisors in other cities

Lincoln, NE 50Toledo, OH 15Cincinnati, OH 13San Ramon, CA 12Dallas, TX 10Omaha, NE 10Melville, NY 9Pittsburgh, PA 9Homewood, AL 8Perrysburg, OH 7Phoenixville, PA 7Roseville, CA 7Carmel, IN 6Exeter, CA 6Boca Raton, FL 5

Other firms in Folsom

All Folsom advisors →

Allworth Financial, L.P. 110Edward Jones 18Morgan Stanley 18Strategic Advisers LLC 18Equitable Advisors, LLC 17LPL Financial LLC 16Captrust 7Planned Solutions, Inc. 7Charles Schwab & Co., Inc. 6Osaic Wealth, Inc. 6Commonwealth Financial Network 4J.P. Morgan Securities LLC 4

Questions

How many financial advisors does Ameritas Advisory Services, LLC have in Folsom?

15 investment adviser representatives are registered at Ameritas Advisory Services, LLC offices in Folsom, California, according to the SEC's Investment Adviser Public Disclosure records, out of 493 nationwide. 0 list the CFP designation and 15 are also registered as broker representatives.

Is Ameritas Advisory Services, LLC one of the largest advisor employers in Folsom?

Ameritas Advisory Services, LLC ranks number 7 in Folsom by registered advisors; Allworth Financial, L.P. has the most, with 110.

How do I check a Ameritas Advisory Services, LLC advisor in Folsom?

Each advisor below links to a profile with their registrations, exams, designations 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 Ameritas Advisory Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.