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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Larkspur, CA

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

72 registered advisors work in Larkspur; the most are at Strategic Advisers LLC (20). 18 list the CFP designation and 32 are also registered broker representatives.

Firms with the most advisors in Larkspur

FirmAdvisors in Larkspur
Strategic Advisers LLC20
Beacon Pointe Advisors, LLC news8
Raub Brock Capital Management, LP6
LPL Financial LLC news4
United Capital Financial Advisors4
The Strategic Financial Alliance, Inc.3
Broadwing Capital Advisors, Inc.2
Farther news2
Shepherd Street Advisors2
Tamalpais Asset Management2
UBS Financial Services Inc. news2
Wealth Enhancement Advisory Services, LLC news2
Advisor Resource Council1
Allspring Funds Management, LLC1
Apella Wealth1
Girton Capital Management, Inc.1
Independent Advisor Alliance, LLC1
Integrated Advisors Network LLC1
Kennicott Capital Management LLC1
Liberty Wealth Management, LLC1
Longview Investment Management1
Mirador Capital Partners1
Pmb Advisors1
Proprietor Wealth Management Inc.1
Shira Ridge Wealth Management1

Advisors in Larkspur, A to Z

CFP advisors in Larkspur →

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 Larkspur, CA?

72 investment adviser representatives are registered at firm offices in Larkspur, California, according to the SEC's Investment Adviser Public Disclosure records. 32 of them are also registered as broker representatives, and 18 list the CFP designation.

Which firm has the most financial advisors in Larkspur?

Strategic Advisers LLC, with 20 registered advisors in Larkspur, followed by Beacon Pointe Advisors, LLC with 8.

How do I check a financial advisor in Larkspur?

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.