Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Nevada City, CA
Every SEC-registered investment adviser representative at a firm office in Nevada City, with the firms that employ the most of them.
The short answer
10 registered advisors work in Nevada City; the most are at Edward Jones (2). 6 list the CFP designation and 5 are also registered broker representatives.
Firms with the most advisors in Nevada City
| Firm | Advisors in Nevada City |
|---|---|
| Edward Jones news | 2 |
| LPL Financial LLC news | 2 |
| Oak Street Advisory Group, LLC | 2 |
| Encore Wealth Advisors, LLC | 1 |
| Financial Strategies | 1 |
| Osaic Wealth, Inc. news | 1 |
| Sierra Financial Advisory | 1 |
Advisors in Nevada City, A to Z
CFP advisors in Nevada City →- James L. BelluominiEdward Jones · Certified Financial Planner
- Julian J. BelluominiEdward Jones
- Meghan M. CoolbaughOak Street Advisory Group, LLC · Certified Financial Planner
- Aileen L. DanleyOak Street Advisory Group, LLC · Certified Financial Planner
- Kimberly M. KorfOsaic Wealth, Inc.
- Janet D. PeakeLPL Financial LLC
- Emily I. RivenesLPL Financial LLC · Certified Financial Planner
- Fred L. RuddFinancial Strategies
- Mark A. StempelEncore Wealth Advisors, LLC · Certified Financial Planner
- Michael H. TomkiewiczSierra Financial Advisory · Certified Financial Planner
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 Nevada City, CA?
10 investment adviser representatives are registered at firm offices in Nevada City, California, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 6 list the CFP designation.
Which firm has the most financial advisors in Nevada City?
Edward Jones, with 2 registered advisors in Nevada City, followed by LPL Financial LLC with 2.
How do I check a financial advisor in Nevada City?
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.