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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Foster City, CA

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

210 registered advisors work in Foster City; the most are at Ieq Capital, LLC (106). 0 list the CFP designation and 19 are also registered broker representatives.

Firms with the most advisors in Foster City

FirmAdvisors in Foster City
Ieq Capital, LLC106
Bailard, Inc.36
Summitry, LLC17
Team Hewins, LLC17
LPL Financial LLC news6
Neumann Capital Management3
Citigroup Global Markets Inc. news2
Gamma Investing LLC2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
State Farm Investment Management Corp.2
Cetera Investment Advisers LLC news1
Cowan Capital Advisors1
Emerson Equity LLC1
Graystone Advisor, LLC1
Holbrook Global Strategies1
Hsbc Securities (USA) Inc.1
J.P. Morgan Securities LLC news1
Knuff & Company LLC1
Nipun Capital, L.P.1
Osaic Wealth, Inc. news1
Stanford Pacific Fund Management, LLC1
Strategic Advisers LLC1
Tianhu Investments1
Tiburon Research Group1
Tranquil Asset Management LLC1

Advisors in Foster City, A to Z

Search all of California →

Other cities in California

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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 Foster City, CA?

210 investment adviser representatives are registered at firm offices in Foster City, California, according to the SEC's Investment Adviser Public Disclosure records. 19 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Foster City?

Ieq Capital, LLC, with 106 registered advisors in Foster City, followed by Bailard, Inc. with 36.

How do I check a financial advisor in Foster City?

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.