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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Huntington Beach, CA

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

The short answer

173 registered advisors work in Huntington Beach; the most are at LPL Financial LLC (30). 29 list the CFP designation and 134 are also registered broker representatives.

Firms with the most advisors in Huntington Beach

FirmAdvisors in Huntington Beach
LPL Financial LLC news30
J.P. Morgan Securities LLC news13
Edward Jones news10
Strategic Advisers LLC10
State Farm Investment Management Corp.6
Ameriprise Financial Services, LLC news5
Merrill Lynch, Pierce, Fenner & Smith Incorporated news5
Thrivent Investment Management Inc.5
Cetera Investment Advisers LLC news4
Osaic Wealth, Inc. news4
Centaurus Financial, Inc.3
LPL Enterprise, LLC news3
Pfs Investments Inc.3
Trilogy Capital, Inc.3
U.S. Bancorp Advisors, LLC3
Weaver Consulting Group, LLC3
Wells Fargo Clearing Services, LLC news3
Citigroup Global Markets Inc. news2
Cm First Capital Corp.2
Ip Financial Advisory Services LLC2
J. W. Cole Advisors, Inc.2
Raymond James & Associates, Inc. news2
Southland Investments2
Stewardship Wealth Management Solutions2
Stock Traders2

Advisors in Huntington Beach, A to Z

CFP advisors in Huntington Beach →

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 Huntington Beach, CA?

173 investment adviser representatives are registered at firm offices in Huntington Beach, California, according to the SEC's Investment Adviser Public Disclosure records. 134 of them are also registered as broker representatives, and 29 list the CFP designation.

Which firm has the most financial advisors in Huntington Beach?

LPL Financial LLC, with 30 registered advisors in Huntington Beach, followed by J.P. Morgan Securities LLC with 13.

How do I check a financial advisor in Huntington Beach?

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.