Financial ADVSR advisor directory · SEC adviser records
The Mather Group, LLC financial advisors in Napa, CA
Every SEC-registered investment adviser representative at a The Mather Group, LLC office in Napa, A to Z.
The short answer
5 registered advisors work at The Mather Group, LLC in Napa, out of 106 at the firm nationwide; it ranks number 10 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
The Mather Group, LLC advisors in Napa, A to Z
Every The Mather Group, LLC advisor →- Timothy L. AylesInvestment adviser rep
- Robert J. BlanusaInvestment adviser rep
- George P. McCuenCertified Financial Planner
- Patrick A. McCuenInvestment adviser rep
- Tonya WestCertified Financial Planner
The Mather Group, LLC advisors in every city and state →The Mather Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
The Mather Group, LLC advisors in other cities
Chicago, IL 64Houston, TX 8Cincinnati, OH 5Lafayette, CA 4Dallas, TX 3Lisle, IL 3Brentwood, TN 2Portland, OR 2Red Bank, NJ 2Atlanta, GA 1Bellevue, WA 1Greenfield, IN 1McLean, VA 1Nashville, TN 1Prior Lake, MN 1
Other firms in Napa
All Napa advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 23LPL Financial LLC 22Morgan Stanley 18UBS Financial Services Inc. 10Wells Fargo Clearing Services, LLC 8Charles Schwab & Co., Inc. 6Dedora Capital, Inc. 6Edward Jones 6Osaic Wealth, Inc. 55t Wealth, LLC 4Cetera Investment Advisers LLC 4J.P. Morgan Securities LLC 4
Questions
How many financial advisors does The Mather Group, LLC have in Napa?
5 investment adviser representatives are registered at The Mather Group, LLC offices in Napa, California, according to the SEC's Investment Adviser Public Disclosure records, out of 106 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is The Mather Group, LLC one of the largest advisor employers in Napa?
The Mather Group, LLC ranks number 10 in Napa by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 23.
How do I check a The Mather Group, LLC advisor in Napa?
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 The Mather Group, 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.