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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Moraga, CA

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

15 registered advisors work in Moraga; the most are at Contravisory Investment Management, Inc. (1). 2 list the CFP designation and 6 are also registered broker representatives.

Firms with the most advisors in Moraga

FirmAdvisors in Moraga
Contravisory Investment Management, Inc.1
Farther news1
Gaskin Wealth Management1
Generative Family Office LLC1
Investor Fan1
New York Life Investment Management LLC1
Osaic Wealth, Inc. news1
Pioneer Advisory1
Rittmann Capital Management Co.1
State Farm Investment Management Corp.1
Strategic Advisers LLC1
Teapot Investments LLC1
Victory Capital Management Inc.1
Voya Financial Advisors, Inc.1
Wells Fargo Clearing Services, LLC news1

Advisors in Moraga, A to Z

CFP advisors in Moraga →

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 Moraga, CA?

15 investment adviser representatives are registered at firm offices in Moraga, California, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Moraga?

Contravisory Investment Management, Inc., with 1 registered advisors in Moraga, followed by Farther with 1.

How do I check a financial advisor in Moraga?

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.