Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Integris Wealth Management, LLC financial advisors in Monterey, CA

Every SEC-registered investment adviser representative at a Integris Wealth Management, LLC office in Monterey, A to Z.

10 registered advisors work at Integris Wealth Management, LLC in Monterey, out of 11 at the firm nationwide; it ranks number 3 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Integris Wealth Management, LLC advisors in Monterey, A to Z

Every Integris Wealth Management, LLC advisor →

Integris Wealth Management, LLC advisors in every city and state →Integris Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Integris Wealth Management, LLC advisors in other cities

Frisco, NC 1

Other firms in Monterey

All Monterey advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Ameriprise Financial Services, LLC 16Morgan Stanley 10Hilltop Securities Inc. 7LPL Financial LLC 7Strategic Advisers LLC 7Commonwealth Financial Network 5RBC Capital Markets, LLC 4

Questions

How many financial advisors does Integris Wealth Management, LLC have in Monterey?

10 investment adviser representatives are registered at Integris Wealth Management, LLC offices in Monterey, California, according to the SEC's Investment Adviser Public Disclosure records, out of 11 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Integris Wealth Management, LLC one of the largest advisor employers in Monterey?

Integris Wealth Management, LLC ranks number 3 in Monterey by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 18.

How do I check a Integris Wealth Management, LLC advisor in Monterey?

Each advisor below links to a profile with their registrations, exams, designations 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 Integris Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.