Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Strategic Advisers LLC financial advisors in Rancho Santa Margarita, CA

Every SEC-registered investment adviser representative at a Strategic Advisers LLC office in Rancho Santa Margarita, A to Z.

The short answer

4 registered advisors work at Strategic Advisers LLC in Rancho Santa Margarita, out of 15,454 at the firm nationwide; it ranks number 1 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Strategic Advisers LLC advisors in Rancho Santa Margarita, A to Z

Every Strategic Advisers LLC advisor →

Strategic Advisers LLC advisors in every city and state →Strategic Advisers LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Strategic Advisers LLC advisors in other cities

Jacksonville, FL 608Salt Lake City, UT 591Covington, KY 540Merrimack, NH 501Westlake, TX 477Greenwood Village, CO 320Denver, CO 210Durham, NC 201Cincinnati, OH 199Boston, MA 158New York, NY 157Houston, TX 132Fort Worth, TX 125San Diego, CA 112Chicago, IL 105

Questions

How many financial advisors does Strategic Advisers LLC have in Rancho Santa Margarita?

4 investment adviser representatives are registered at Strategic Advisers LLC offices in Rancho Santa Margarita, California, according to the SEC's Investment Adviser Public Disclosure records, out of 15,454 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is Strategic Advisers LLC one of the largest advisor employers in Rancho Santa Margarita?

Strategic Advisers LLC ranks number 1 in Rancho Santa Margarita by registered advisors, ahead of every other firm.

How do I check a Strategic Advisers LLC advisor in Rancho Santa Margarita?

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 Strategic Advisers LLC 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.