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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Palm Desert, CA

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

165 registered advisors work in Palm Desert; the most are at Morgan Stanley (23). 32 list the CFP designation and 128 are also registered broker representatives.

Firms with the most advisors in Palm Desert

FirmAdvisors in Palm Desert
Morgan Stanley news23
Wells Fargo Clearing Services, LLC news18
Keystone Private Wealth12
Raymond James & Associates, Inc. news12
Cypress Wealth Services, LLC9
The Wealth Consulting Group8
Hoainvest LLC6
J.P. Morgan Securities LLC news5
Merrill Lynch, Pierce, Fenner & Smith Incorporated news5
RBC Capital Markets, LLC news5
D.A. Davidson & Co.4
Fortem Financial Group, LLC4
LPL Financial LLC news4
Beacon Pointe Advisors, LLC news3
Cetera Investment Advisers LLC news3
Flc Capital Advisors3
Stifel, Nicolaus & Company, Incorporated news3
Ameriprise Financial Services, LLC news2
Boracchia Wiviott Wealth Partners LLC2
Desert Wealth Management LLC2
Equitable Advisors, LLC news2
Marsha Lee & Company,inc.2
Osaic Wealth, Inc. news2
Planmember Securities Corporation2
U.S. Bancorp Advisors, LLC2

Advisors in Palm Desert, A to Z

CFP advisors in Palm Desert →

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 Palm Desert, CA?

165 investment adviser representatives are registered at firm offices in Palm Desert, California, according to the SEC's Investment Adviser Public Disclosure records. 128 of them are also registered as broker representatives, and 32 list the CFP designation.

Which firm has the most financial advisors in Palm Desert?

Morgan Stanley, with 23 registered advisors in Palm Desert, followed by Wells Fargo Clearing Services, LLC with 18.

How do I check a financial advisor in Palm Desert?

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.