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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Laguna Hills, CA

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

The short answer

65 registered advisors work in Laguna Hills; the most are at Mwa Financial Services Inc. (9). 19 list the CFP designation and 40 are also registered broker representatives.

Firms with the most advisors in Laguna Hills

FirmAdvisors in Laguna Hills
Mwa Financial Services Inc.9
Edward Jones news7
Towneley Capital Management, Inc.6
Cambridge Investment Research Advisors, Inc. news3
Emerald Blue Advisors3
J.P. Morgan Securities LLC news3
LPL Financial LLC news3
Osage Pacific Advisors, Inc.3
Align Wealth Advisors2
Equitable Advisors, LLC news2
Laguna Financial Advisory2
Skorheim Wealth Management, LLC2
State Farm Investment Management Corp.2
Strategic Advisers LLC2
Advisors On Call1
Allstate Financial Advisors, LLC1
Avalon Financial Advisors1
Barlow, Paul David1
Brookstone Wealth Advisors, LLC1
Cetera Investment Advisers LLC news1
Embarcadero Capital Advisors, Inc.1
Fusion Financial1
Integrity Alliance, LLC.1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Osaic Wealth, Inc. news1

Advisors in Laguna Hills, A to Z

CFP advisors in Laguna Hills →

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 Laguna Hills, CA?

65 investment adviser representatives are registered at firm offices in Laguna Hills, California, according to the SEC's Investment Adviser Public Disclosure records. 40 of them are also registered as broker representatives, and 19 list the CFP designation.

Which firm has the most financial advisors in Laguna Hills?

Mwa Financial Services Inc., with 9 registered advisors in Laguna Hills, followed by Edward Jones with 7.

How do I check a financial advisor in Laguna Hills?

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.