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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Rancho Cordova, CA

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

The short answer

26 registered advisors work in Rancho Cordova; the most are at Pfs Investments Inc. (5). 0 list the CFP designation and 20 are also registered broker representatives.

Firms with the most advisors in Rancho Cordova

FirmAdvisors in Rancho Cordova
Pfs Investments Inc.5
LPL Financial LLC news4
Strategic Advisers LLC3
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Cetera Investment Advisers LLC news1
Dean Peterson Capital Management, LLC1
J.P. Morgan Securities LLC news1
LPL Enterprise, LLC news1
Newfront Retirement Services, Inc.1
Nuna Investments1
Peak American Investment Advisors, Inc.1
Rehoboth Financial Planning, Inc.1
T. Rowe Price Associates, Inc.1
U.S. Bancorp Advisors, LLC1
Voska Wealth1
Wells Fargo Clearing Services, LLC news1

Advisors in Rancho Cordova, A to Z

Search all of California →

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 Rancho Cordova, CA?

26 investment adviser representatives are registered at firm offices in Rancho Cordova, California, according to the SEC's Investment Adviser Public Disclosure records. 20 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Rancho Cordova?

Pfs Investments Inc., with 5 registered advisors in Rancho Cordova, followed by LPL Financial LLC with 4.

How do I check a financial advisor in Rancho Cordova?

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.