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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Long Beach, CA

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

359 registered advisors work in Long Beach; the most are at Morgan Stanley (81). 0 list the CFP designation and 269 are also registered broker representatives.

Firms with the most advisors in Long Beach

FirmAdvisors in Long Beach
Morgan Stanley news81
Halbert Hargrove39
LPL Financial LLC news28
Wells Fargo Advisors Financial Network, LLC news21
Ameriprise Financial Services, LLC news16
Clg LLC16
J.P. Morgan Securities LLC news14
Edward Jones news11
Strategic Advisers LLC11
Cetera Investment Advisers LLC news6
Osaic Wealth, Inc. news6
Crux Wealth Advisors5
Global Retirement Partners LLC5
Integrated Wealth Concepts LLC5
State Farm Investment Management Corp.5
Leyland Cypress, LLC4
Merrill Lynch, Pierce, Fenner & Smith Incorporated news4
Nwf Advisory Services Inc.4
Stifel, Nicolaus & Company, Incorporated news4
Goldman Lancaster, Inc. news3
LPL Enterprise, LLC news3
U.S. Bancorp Advisors, LLC3
Wealthspring3
Wells Fargo Clearing Services, LLC news3
Accelerate Retirement2

Advisors in Long Beach, A to Z (first 300 of 359)

Search all of California →

Other cities in California

All of California →

San Diego 3,692Los Angeles 3,528San Francisco 3,395Newport Beach 1,868Irvine 1,751Pasadena 1,138Walnut Creek 1,114San Jose 962Beverly Hills 692Westlake Village 638Roseville 633Sacramento 613Palo Alto 546Torrance 513La Jolla 490Santa Barbara 454Carlsbad 446Fresno 446El Segundo 438San Rafael 434Menlo Park 432Woodland Hills 377San Mateo 373Folsom 325

Questions

How many financial advisors are in Long Beach, CA?

359 investment adviser representatives are registered at firm offices in Long Beach, California, according to the SEC's Investment Adviser Public Disclosure records. 269 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Long Beach?

Morgan Stanley, with 81 registered advisors in Long Beach, followed by Halbert Hargrove with 39.

How do I check a financial advisor in Long 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.