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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Granite Bay, CA

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

47 registered advisors work in Granite Bay; the most are at LPL Financial LLC (7). 14 list the CFP designation and 28 are also registered broker representatives.

Firms with the most advisors in Granite Bay

FirmAdvisors in Granite Bay
LPL Financial LLC news7
Edward Jones news6
Parkshore Wealth Management4
Dynamic Wealth Strategies, LLC3
Kerux, LLC3
Sowell Management3
Spectrum Wealth Advisory Group, LLC3
J.P. Morgan Securities LLC news2
Onesource Wealth Management2
Wells Fargo Clearing Services, LLC news2
360dividends1
Brookstone Wealth Advisors, LLC1
Delta Wealth Management1
Global Retirement Partners LLC1
Independent Financial Group, LLC1
Legacy Wealth, Inc.1
MML Investors Services, LLC1
Morgan Stanley news1
Rutherford Capital, Inc.1
Strategic Advisers LLC1
Talon LLC1
The Logan Group Securities1
True Worth Financial Planning LLC1
World Investment Advisors, LLC1

Advisors in Granite Bay, A to Z

CFP advisors in Granite Bay →

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 Granite Bay, CA?

47 investment adviser representatives are registered at firm offices in Granite Bay, California, according to the SEC's Investment Adviser Public Disclosure records. 28 of them are also registered as broker representatives, and 14 list the CFP designation.

Which firm has the most financial advisors in Granite Bay?

LPL Financial LLC, with 7 registered advisors in Granite Bay, followed by Edward Jones with 6.

How do I check a financial advisor in Granite Bay?

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.