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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Rancho Cucamonga, CA

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

94 registered advisors work in Rancho Cucamonga; the most are at Strategic Advisers LLC (19). 7 list the CFP designation and 73 are also registered broker representatives.

Firms with the most advisors in Rancho Cucamonga

FirmAdvisors in Rancho Cucamonga
Strategic Advisers LLC19
Cetera Investment Advisers LLC news9
LPL Financial LLC news9
Transamerica Financial Advisors, LLC8
Edward Jones news7
Ameriprise Financial Services, LLC news5
J.P. Morgan Securities LLC news5
Legacy Investment Services, LLC5
Ae Wealth Management, LLC3
Merrill Lynch, Pierce, Fenner & Smith Incorporated news3
U.S. Bancorp Advisors, LLC3
Fox & Holland Investing LLC2
Baynes Financial LLC1
Brookstone Capital Management LLC1
Citigroup Global Markets Inc. news1
Equitable Advisors, LLC news1
Ernst & Young Investment Advisers LLP1
Independent Financial Group, LLC1
Kinetic Investment Management, Inc.1
LPL Enterprise, LLC news1
Pde Wealth Advisors, LLC1
Santa Cruz Financial1
Seapoint Capital Management LLC1
Shepherd Advisor1
Sovran Advisors, LLC1

Advisors in Rancho Cucamonga, A to Z

CFP advisors in Rancho Cucamonga →

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 Cucamonga, CA?

94 investment adviser representatives are registered at firm offices in Rancho Cucamonga, California, according to the SEC's Investment Adviser Public Disclosure records. 73 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Rancho Cucamonga?

Strategic Advisers LLC, with 19 registered advisors in Rancho Cucamonga, followed by Cetera Investment Advisers LLC with 9.

How do I check a financial advisor in Rancho Cucamonga?

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.