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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in La Verne, CA

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

13 registered advisors work in La Verne; the most are at Osaic Wealth, Inc. (2). 1 list the CFP designation and 7 are also registered broker representatives.

Firms with the most advisors in La Verne

FirmAdvisors in La Verne
Osaic Wealth, Inc. news2
Acap Asset Management, Inc.1
Coppell Advisory Solutions LLC1
Core Planning1
Creativeone Wealth, LLC1
Edwin Chiang Investment Advisor1
J.P. Morgan Securities LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Simplicity Wealth1
Strategic Advisers LLC1
U.S. Bancorp Advisors, LLC1
Voya Financial Advisors, Inc.1

Advisors in La Verne, A to Z

CFP advisors in La Verne →

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 La Verne, CA?

13 investment adviser representatives are registered at firm offices in La Verne, California, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in La Verne?

Osaic Wealth, Inc., with 2 registered advisors in La Verne, followed by Acap Asset Management, Inc. with 1.

How do I check a financial advisor in La Verne?

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.