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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Redwood City, CA

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

The short answer

109 registered advisors work in Redwood City; the most are at J.P. Morgan Securities LLC (8). 27 list the CFP designation and 76 are also registered broker representatives.

Firms with the most advisors in Redwood City

FirmAdvisors in Redwood City
J.P. Morgan Securities LLC news8
Stratos Wealth Partners, Ltd.8
Ameriprise Financial Services, LLC news7
Strategic Advisers LLC7
Neuberger Berman Bd LLC6
MML Investors Services, LLC5
Edward Jones news4
Griffin Black, LLC4
LPL Financial LLC news4
Wells Fargo Clearing Services, LLC news4
Cerity Partners LLC news3
Valley Wealth Strategies, LLC3
Arkadios Wealth Advisors2
Cerity Partners Retirement Plan Consultants news2
Ep Wealth Advisors2
Evart, Young & Hobbs Investment Management2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Morgan Stanley news2
Navigation Group LLC2
Northwestern Mutual Investment Services, LLC2
Redwood Park Advisors2
State Farm Investment Management Corp.2
Transamerica Financial Advisors, LLC2
Wealthvalues, LLC2
Allstate Financial Advisors, LLC1

Advisors in Redwood City, A to Z

CFP advisors in Redwood City →

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 Redwood City, CA?

109 investment adviser representatives are registered at firm offices in Redwood City, California, according to the SEC's Investment Adviser Public Disclosure records. 76 of them are also registered as broker representatives, and 27 list the CFP designation.

Which firm has the most financial advisors in Redwood City?

J.P. Morgan Securities LLC, with 8 registered advisors in Redwood City, followed by Stratos Wealth Partners, Ltd. with 8.

How do I check a financial advisor in Redwood City?

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.