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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Gold River, CA

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

28 registered advisors work in Gold River; the most are at Edward Jones (5). 8 list the CFP designation and 23 are also registered broker representatives.

Firms with the most advisors in Gold River

FirmAdvisors in Gold River
Edward Jones news5
Cetera Investment Advisers LLC news2
Equitable Advisors, LLC news2
Newedge Advisors2
Raymond James Financial Services Advisors, Inc. news2
State Farm Investment Management Corp.2
Three Oaks Wealth2
Transamerica Financial Advisors, LLC2
Zeller Kern Business Advisors2
Alpha Retirement Wealth, LLC1
Ameriprise Financial Services, LLC news1
Independent Financial Group, LLC1
J.P. Morgan Securities LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Onedigital1
Stifel, Nicolaus & Company, Incorporated news1
Strategic Advisers LLC1
Thrivent Investment Management Inc.1

Advisors in Gold River, A to Z

CFP advisors in Gold River →

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 Gold River, CA?

28 investment adviser representatives are registered at firm offices in Gold River, California, according to the SEC's Investment Adviser Public Disclosure records. 23 of them are also registered as broker representatives, and 8 list the CFP designation.

Which firm has the most financial advisors in Gold River?

Edward Jones, with 5 registered advisors in Gold River, followed by Cetera Investment Advisers LLC with 2.

How do I check a financial advisor in Gold River?

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.