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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Orinda, CA

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

The short answer

80 registered advisors work in Orinda; the most are at Morgan Stanley (23). 8 list the CFP designation and 47 are also registered broker representatives.

Firms with the most advisors in Orinda

FirmAdvisors in Orinda
Morgan Stanley news23
Bell Investment Advisors Inc.7
Penserra Capital Management LLC7
Wespac Advisors, LLC7
Penserra Global Investors LLC6
Wells Fargo Advisors Financial Network, LLC news6
Ameriprise Financial Services, LLC news5
Naylor & Company4
Osaic Wealth, Inc. news3
Penserra Wealth Management3
Hightower Advisors, LLC news2
Park Place Wealth Advisors, Inc.2
Charles Schwab & Co., Inc. news1
Choreo, LLC1
Crosspoint Capital Management1
Evidencial Financial Consulting1
Gamma Investing LLC1
LPL Financial LLC news1
MML Investors Services, LLC1
Mb Inman Investment Advisors, LLC1
Outflyers LLC1
Paragon Asset Management Inc.1
Private Financial Management LLC1
Realta Investment Advisors, Inc.1
Rhodes Consulting Group LLC1

Advisors in Orinda, A to Z

CFP advisors in Orinda →

Other cities in California

All of California →

San Diego 3,492Los Angeles 3,345San Francisco 3,218Newport Beach 1,784Irvine 1,663Pasadena 1,078Walnut Creek 1,053San Jose 913Beverly Hills 654Roseville 611Westlake Village 601Sacramento 583Palo Alto 511Torrance 485La Jolla 463Santa Barbara 424Carlsbad 422Menlo Park 417Fresno 416San Rafael 411El Segundo 407Woodland Hills 357San Mateo 350Long Beach 341

Questions

How many financial advisors are in Orinda, CA?

80 investment adviser representatives are registered at firm offices in Orinda, California, according to the SEC's Investment Adviser Public Disclosure records. 47 of them are also registered as broker representatives, and 8 list the CFP designation.

Which firm has the most financial advisors in Orinda?

Morgan Stanley, with 23 registered advisors in Orinda, followed by Bell Investment Advisors Inc. with 7.

How do I check a financial advisor in Orinda?

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.