Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Malibu, CA
Every SEC-registered investment adviser representative at a firm office in Malibu, with the firms that employ the most of them.
15 registered advisors work in Malibu; the most are at Integrity Financial Corporation (3). 3 list the CFP designation and 3 are also registered broker representatives.
Firms with the most advisors in Malibu
| Firm | Advisors in Malibu |
|---|---|
| Integrity Financial Corporation | 3 |
| Kanan Advisors | 2 |
| Vincimus Capital, LLC | 2 |
| Wells Fargo Clearing Services, LLC news | 2 |
| Mem Investments | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 1 |
| Mission Wealth Management, LP | 1 |
| Newedge Advisors | 1 |
| Rmr Wealth Builders, Inc. | 1 |
| Zuma Wealth LLC | 1 |
Advisors in Malibu, A to Z
CFP advisors in Malibu →- Amir AlishahiWells Fargo Clearing Services, LLC
- Adam M. AnschultzKanan Advisors
- Finn CaseRmr Wealth Builders, Inc.
- Jeremy D. CumbeeMission Wealth Management, LP · Certified Financial Planner
- Jason S. GorensteinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kristofer R. GrayIntegrity Financial Corporation
- Lockwood P. HolmesVincimus Capital, LLC
- Steven I. LevinNewedge Advisors
- Joel LopataVincimus Capital, LLC
- Matthew E. MillerMem Investments
- Michael A. SanchezIntegrity Financial Corporation
- Taylor C. SniderKanan Advisors · Certified Financial Planner
- Theresa F. SpathZuma Wealth LLC · Certified Financial Planner, Chartered Financial Analyst
- Kambiz TangestanifarWells Fargo Clearing Services, LLC
- Alexander D. WhitneyIntegrity Financial Corporation
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 Malibu, CA?
15 investment adviser representatives are registered at firm offices in Malibu, California, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Malibu?
Integrity Financial Corporation, with 3 registered advisors in Malibu, followed by Kanan Advisors with 2.
How do I check a financial advisor in Malibu?
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.