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Financial ADVSR advisor directory · SEC adviser records

Mirador Capital Partners financial advisors in Pleasanton, CA

Every SEC-registered investment adviser representative at a Mirador Capital Partners office in Pleasanton, A to Z.

The short answer

7 registered advisors work at Mirador Capital Partners in Pleasanton, out of 8 at the firm nationwide; it ranks number 8 in the city by advisors. 2 list the CFP designation and 1 are also registered broker representatives.

Mirador Capital Partners advisors in Pleasanton, A to Z

Every Mirador Capital Partners advisor →

Mirador Capital Partners advisors in every city and state →Mirador Capital Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →

Mirador Capital Partners advisors in other cities

Larkspur, CA 1

Other firms in Pleasanton

All Pleasanton advisors →

Morgan Stanley 47Transamerica Financial Advisors, LLC 25Merrill Lynch, Pierce, Fenner & Smith Incorporated 20Charles Schwab & Co., Inc. 16MML Investors Services, LLC 15Wells Fargo Clearing Services, LLC 14Mariner 7Ameriprise Financial Services, LLC 6Grant Private Wealth Management 6Kaizen Financial Strategies, LLC 5U.S. Bancorp Advisors, LLC 5J.P. Morgan Securities LLC 4

Questions

How many financial advisors does Mirador Capital Partners have in Pleasanton?

7 investment adviser representatives are registered at Mirador Capital Partners offices in Pleasanton, California, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 2 list the CFP designation and 1 are also registered as broker representatives.

Is Mirador Capital Partners one of the largest advisor employers in Pleasanton?

Mirador Capital Partners ranks number 8 in Pleasanton by registered advisors; Morgan Stanley has the most, with 47.

How do I check a Mirador Capital Partners advisor in Pleasanton?

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 Mirador Capital Partners 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.