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

Raymond James Financial Services Advisors, Inc. financial advisors in Rocklin, CA

Every SEC-registered investment adviser representative at a Raymond James Financial Services Advisors, Inc. office in Rocklin, A to Z.

The short answer

7 registered advisors work at Raymond James Financial Services Advisors, Inc. in Rocklin, out of 5,977 at the firm nationwide; it ranks number 2 in the city by advisors. 1 list the CFP designation and 7 are also registered broker representatives.

Raymond James Financial Services Advisors, Inc. advisors in Rocklin, A to Z

Every Raymond James Financial Services Advisors, Inc. advisor →

Raymond James Financial Services Advisors, Inc. advisors in every city and state →Raymond James Financial Services Advisors, Inc.: assets, clients and custodians →Raymond James news and advisor moves →Raymond James Financial Services Advisors, Inc. payout grid vs. other firms →Advisor Moves: who changed firms this week →

Raymond James Financial Services Advisors, Inc. advisors in other cities

Saint Petersburg, FL 154St. Petersburg, FL 56Nashville, TN 46Orlando, FL 41Dallas, TX 38Colorado Springs, CO 33Atlanta, GA 32Honolulu, HI 31Charlotte, NC 30Phoenix, AZ 29St Petersburg, FL 28Clearwater, FL 27Tampa, FL 27Virginia Beach, VA 26Bellevue, WA 25

Other firms in Rocklin

All Rocklin advisors →

Edward Jones 7Strategic Advisers LLC 6Cambridge Investment Research Advisors, Inc. 4LPL Financial LLC 4Osaic Wealth, Inc. 3Tidwell Wealth Management LLC 3

Questions

How many financial advisors does Raymond James Financial Services Advisors, Inc. have in Rocklin?

7 investment adviser representatives are registered at Raymond James Financial Services Advisors, Inc. offices in Rocklin, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5,977 nationwide. 1 list the CFP designation and 7 are also registered as broker representatives.

Is Raymond James Financial Services Advisors, Inc. one of the largest advisor employers in Rocklin?

Raymond James Financial Services Advisors, Inc. ranks number 2 in Rocklin by registered advisors; Edward Jones has the most, with 7.

How do I check a Raymond James Financial Services Advisors, Inc. advisor in Rocklin?

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 Raymond James Financial Services Advisors, Inc. 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.