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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Livermore, CA

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

63 registered advisors work in Livermore; the most are at Cetera Investment Advisers LLC (17). 9 list the CFP designation and 57 are also registered broker representatives.

Firms with the most advisors in Livermore

FirmAdvisors in Livermore
Cetera Investment Advisers LLC news17
State Farm Investment Management Corp.8
Merrill Lynch, Pierce, Fenner & Smith Incorporated news7
Osaic Wealth, Inc. news6
Edward Jones news4
Strategic Advisers LLC4
Baybridge Capital Group, LLC2
J.P. Morgan Securities LLC news2
Wells Fargo Clearing Services, LLC news2
Allstate Financial Advisors, LLC1
Altamont Wealth Management, Inc.1
B. Riley Wealth Advisors, Inc.1
Commonwealth Financial Network news1
Coppell Advisory Solutions LLC1
LPL Financial LLC news1
Oak Tree Securities, Inc.1
Orrell Capital Management1
Park Avenue Securities LLC1
The Ameriflex Group1
Wealth Enhancement Advisory Services, LLC news1

Advisors in Livermore, A to Z

CFP advisors in Livermore →

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 Livermore, CA?

63 investment adviser representatives are registered at firm offices in Livermore, California, according to the SEC's Investment Adviser Public Disclosure records. 57 of them are also registered as broker representatives, and 9 list the CFP designation.

Which firm has the most financial advisors in Livermore?

Cetera Investment Advisers LLC, with 17 registered advisors in Livermore, followed by State Farm Investment Management Corp. with 8.

How do I check a financial advisor in Livermore?

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.