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
RB 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 leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghTA Advisors Have a Big Impact on Long-Term Care Planning: Northwestern MutualIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsTA Workers Think They're Financially Healthier Than They Are: Voya

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Monrovia, CA

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

51 registered advisors work in Monrovia; the most are at Transglobal Advisory, LLC (21). 0 list the CFP designation and 32 are also registered broker representatives.

Firms with the most advisors in Monrovia

FirmAdvisors in Monrovia
Transglobal Advisory, LLC21
LPL Financial LLC news3
Ameriprise Financial Services, LLC news2
Bfc Planning, Inc.2
Equitable Advisors, LLC news2
Fort Ross Capital Management, LLC2
J.P. Morgan Securities LLC news2
O'Connor Wealth Management, Inc.2
Veritas Financial Consulting LLC2
Cambridge Investment Research Advisors, Inc. news1
Cetera Investment Advisers LLC news1
Citigroup Global Markets Inc. news1
Fintent1
Global Retirement Partners LLC1
Ifmgroup1
Integrated Wealth Concepts LLC1
Keystone Global Partners LLC1
Mercer Global Advisors Inc.1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Pfs Investments Inc.1
Strategic Advisers LLC1
Syndicated Capital, Inc.1

Advisors in Monrovia, A to Z

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 373Long Beach 359

Questions

How many financial advisors are in Monrovia, CA?

51 investment adviser representatives are registered at firm offices in Monrovia, California, according to the SEC's Investment Adviser Public Disclosure records. 32 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Monrovia?

Transglobal Advisory, LLC, with 21 registered advisors in Monrovia, followed by LPL Financial LLC with 3.

How do I check a financial advisor in Monrovia?

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.