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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Pacific Grove, CA

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

22 registered advisors work in Pacific Grove; the most are at Chimera Wealth (3). 7 list the CFP designation and 15 are also registered broker representatives.

Firms with the most advisors in Pacific Grove

FirmAdvisors in Pacific Grove
Chimera Wealth3
C & T Financial Services Group, Inc.2
Centaurus Financial, Inc.2
Edward Jones news2
J.P. Morgan Securities LLC news2
Raymond James Financial Services Advisors, Inc. news2
Charles Schwab & Co., Inc. news1
Elliott Financial, LLC1
LPL Financial LLC news1
Marathon Financial Advisors1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Nwf Advisory Services Inc.1
Schwab Wealth Advisory, Inc. news1
The Investment House LLC1
Wells Fargo Advisors Financial Network, LLC news1
World Equity Group, Inc.1

Advisors in Pacific Grove, A to Z

CFP advisors in Pacific Grove →

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 Pacific Grove, CA?

22 investment adviser representatives are registered at firm offices in Pacific Grove, California, according to the SEC's Investment Adviser Public Disclosure records. 15 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Pacific Grove?

Chimera Wealth, with 3 registered advisors in Pacific Grove, followed by C & T Financial Services Group, Inc. with 2.

How do I check a financial advisor in Pacific Grove?

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.