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Financial ADVSR advisor directory · SEC adviser records

Whittier Advisors, LLC financial advisors in Newport Beach, CA

Every SEC-registered investment adviser representative at a Whittier Advisors, LLC office in Newport Beach, A to Z.

The short answer

6 registered advisors work at Whittier Advisors, LLC in Newport Beach, out of 7 at the firm nationwide; it ranks number 53 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Whittier Advisors, LLC advisors in Newport Beach, A to Z

Every Whittier Advisors, LLC advisor →

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

Whittier Advisors, LLC advisors in other cities

Los Angeles, CA 1

Other firms in Newport Beach

All Newport Beach advisors →

Beacon Pointe Advisors, LLC 207Merrill Lynch, Pierce, Fenner & Smith Incorporated 191Goldman Sachs Wealth Services, L.P. 142Morgan Stanley 84UBS Financial Services Inc. 79LPL Financial LLC 62Wells Fargo Clearing Services, LLC 54J.P. Morgan Securities LLC 52Creative Planning Institutional Advisors, LLC 49MML Investors Services, LLC 44Cetera Investment Advisers LLC 40Charles Schwab & Co., Inc. 39

Questions

How many financial advisors does Whittier Advisors, LLC have in Newport Beach?

6 investment adviser representatives are registered at Whittier Advisors, LLC offices in Newport Beach, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Whittier Advisors, LLC one of the largest advisor employers in Newport Beach?

Whittier Advisors, LLC ranks number 53 in Newport Beach by registered advisors; Beacon Pointe Advisors, LLC has the most, with 207.

How do I check a Whittier Advisors, LLC advisor in Newport Beach?

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 Whittier Advisors, 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.