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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Morgan Hill, CA

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

27 registered advisors work in Morgan Hill; the most are at Strategic Advisers LLC (3). 6 list the CFP designation and 23 are also registered broker representatives.

Firms with the most advisors in Morgan Hill

FirmAdvisors in Morgan Hill
Strategic Advisers LLC3
Cambridge Investment Research Advisors, Inc. news2
Edward Jones news2
J.P. Morgan Securities LLC news2
LPL Financial LLC news2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Osaic Wealth, Inc. news2
Citigroup Global Markets Inc. news1
Commonwealth Financial Network news1
Eastsound Capital Advisors, LLC1
Equityftw1
J Ward Financial1
Montage Financial Advisors1
Morgan Stanley news1
State Farm Investment Management Corp.1
Thrivent Investment Management Inc.1
U.S. Bancorp Advisors, LLC1
Wealthfront Advisers LLC1
Wells Fargo Clearing Services, LLC news1

Advisors in Morgan Hill, A to Z

CFP advisors in Morgan Hill →

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 Morgan Hill, CA?

27 investment adviser representatives are registered at firm offices in Morgan Hill, California, according to the SEC's Investment Adviser Public Disclosure records. 23 of them are also registered as broker representatives, and 6 list the CFP designation.

Which firm has the most financial advisors in Morgan Hill?

Strategic Advisers LLC, with 3 registered advisors in Morgan Hill, followed by Cambridge Investment Research Advisors, Inc. with 2.

How do I check a financial advisor in Morgan Hill?

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.