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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Fremont, CA

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

143 registered advisors work in Fremont; the most are at Morling Financial Advisors, LLC (17). 0 list the CFP designation and 107 are also registered broker representatives.

Firms with the most advisors in Fremont

FirmAdvisors in Fremont
Morling Financial Advisors, LLC17
J.P. Morgan Securities LLC news16
LPL Financial LLC news15
Strategic Advisers LLC14
Charles Schwab & Co., Inc. news9
Hsbc Securities (USA) Inc.6
Transamerica Financial Advisors, LLC6
Edward Jones news5
Wells Fargo Clearing Services, LLC news5
Merrill Lynch, Pierce, Fenner & Smith Incorporated news4
Pfs Investments Inc.4
Eagle Strategies LLC3
Silicon Private Wealth, LLC3
Cetera Investment Advisers LLC news2
Five Stone Capital, LLC2
Osaic Wealth, Inc. news2
U.S. Bancorp Advisors, LLC2
Agentech Equities, LLC1
Ajay Agrawal1
Avaari Financial1
Beyond Financial Services1
Citigroup Global Markets Inc. news1
Empower Financial1
Encover Personal Finance1
Equitable Advisors, LLC news1

Advisors in Fremont, 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 Fremont, CA?

143 investment adviser representatives are registered at firm offices in Fremont, California, according to the SEC's Investment Adviser Public Disclosure records. 107 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Fremont?

Morling Financial Advisors, LLC, with 17 registered advisors in Fremont, followed by J.P. Morgan Securities LLC with 16.

How do I check a financial advisor in Fremont?

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.