Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Los Alamitos, CA

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

45 registered advisors work in Los Alamitos; the most are at LPL Financial LLC (9). 7 list the CFP designation and 32 are also registered broker representatives.

Firms with the most advisors in Los Alamitos

FirmAdvisors in Los Alamitos
LPL Financial LLC news9
Asset Planning, Inc.5
Fhwv Financial LLC4
Osaic Wealth, Inc. news3
Cetera Investment Advisers LLC news2
Edward Jones news2
J.P. Morgan Securities LLC news2
MML Investors Services, LLC2
Newedge Advisors2
Osaic Institutions, Inc. news2
Allstate Financial Advisors, LLC1
Centaurus Financial, Inc.1
Citigroup Global Markets Inc. news1
Equitable Advisors, LLC news1
Fernandez Financial Advisory, LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Open Square Capital, LLC1
Perennial Financial Services1
Planmember Securities Corporation1
Quantumvest, Inc.1
State Farm Investment Management Corp.1
Strategic Advisers LLC1
U.S. Bancorp Advisors, LLC1

Advisors in Los Alamitos, A to Z

CFP advisors in Los Alamitos →

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 Los Alamitos, CA?

45 investment adviser representatives are registered at firm offices in Los Alamitos, California, according to the SEC's Investment Adviser Public Disclosure records. 32 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Los Alamitos?

LPL Financial LLC, with 9 registered advisors in Los Alamitos, followed by Asset Planning, Inc. with 5.

How do I check a financial advisor in Los Alamitos?

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.