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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Manteca, CA

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

14 registered advisors work in Manteca; the most are at Ameriprise Financial Services, LLC (3). 0 list the CFP designation and 12 are also registered broker representatives.

Firms with the most advisors in Manteca

FirmAdvisors in Manteca
Ameriprise Financial Services, LLC news3
Wells Fargo Clearing Services, LLC news2
Advisor Share Wealth Management, LLC1
Edward Jones news1
Foundations Investment Advisors LLC1
J.P. Morgan Securities LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Principal Securities, Inc.1
State Farm Investment Management Corp.1
Strategic Advisers LLC1
U.S. Bancorp Advisors, LLC1

Advisors in Manteca, A to Z

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Other cities in California

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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 Manteca, CA?

14 investment adviser representatives are registered at firm offices in Manteca, California, according to the SEC's Investment Adviser Public Disclosure records. 12 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Manteca?

Ameriprise Financial Services, LLC, with 3 registered advisors in Manteca, followed by Wells Fargo Clearing Services, LLC with 2.

How do I check a financial advisor in Manteca?

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.