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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Grass Valley, CA

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

47 registered advisors work in Grass Valley; the most are at Robert W. Baird & Co. Incorporated (9). 11 list the CFP designation and 41 are also registered broker representatives.

Firms with the most advisors in Grass Valley

FirmAdvisors in Grass Valley
Robert W. Baird & Co. Incorporated news9
Raymond James Financial Services Advisors, Inc. news8
Edward Jones news5
Ostrofe Financial Consultants Inc.3
Private Advisor Group, LLC3
Apple & Associates2
J.P. Morgan Securities LLC news2
Kroeger Financial Partners2
LPL Financial LLC news2
Stifel, Nicolaus & Company, Incorporated news2
Wells Fargo Clearing Services, LLC news2
Ameritas Advisory Services, LLC1
Buckman Advisory Group LLC1
Cheryl Morhauser & Associates1
Commonwealth Financial Network news1
Eagle Strategies LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Osaic Wealth, Inc. news1
Prosperity Capital Advisors1

Advisors in Grass Valley, A to Z

CFP advisors in Grass Valley →

Other cities in California

All of California →

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 Grass Valley, CA?

47 investment adviser representatives are registered at firm offices in Grass Valley, California, according to the SEC's Investment Adviser Public Disclosure records. 41 of them are also registered as broker representatives, and 11 list the CFP designation.

Which firm has the most financial advisors in Grass Valley?

Robert W. Baird & Co. Incorporated, with 9 registered advisors in Grass Valley, followed by Raymond James Financial Services Advisors, Inc. with 8.

How do I check a financial advisor in Grass Valley?

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.