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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Palos Verdes Estates, CA

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

19 registered advisors work in Palos Verdes Estates; the most are at Delarme Wealth Management, Inc. (3). 2 list the CFP designation and 7 are also registered broker representatives.

Firms with the most advisors in Palos Verdes Estates

FirmAdvisors in Palos Verdes Estates
Delarme Wealth Management, Inc.3
Malaga Cove Capital, LLC3
Integrated Wealth Concepts LLC2
Ameritas Advisory Services, LLC1
Blackrock Investment Management, LLC1
Confido Capital, LLC1
Contrarian Labs Inc.1
Cypress Wealth Services, LLC1
LPL Financial LLC news1
On Investment Management Co.1
Raymond James Financial Services Advisors, Inc. news1
Thornburg Investment Management Inc.1
Wells Fargo Advisors Financial Network, LLC news1
Wescal Wealth LLC1

Advisors in Palos Verdes Estates, A to Z

CFP advisors in Palos Verdes Estates →

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 Palos Verdes Estates, CA?

19 investment adviser representatives are registered at firm offices in Palos Verdes Estates, California, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Palos Verdes Estates?

Delarme Wealth Management, Inc., with 3 registered advisors in Palos Verdes Estates, followed by Malaga Cove Capital, LLC with 3.

How do I check a financial advisor in Palos Verdes Estates?

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.