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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in San Clemente, CA

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

The short answer

99 registered advisors work in San Clemente; the most are at LPL Financial LLC (17). 20 list the CFP designation and 67 are also registered broker representatives.

Firms with the most advisors in San Clemente

FirmAdvisors in San Clemente
LPL Financial LLC news17
Ignite Planners LLC13
J.P. Morgan Securities LLC news5
Osaic Wealth, Inc. news5
Edward Jones news4
Independent Financial Group, LLC3
Stephenson And Company, Inc.3
Equitable Advisors, LLC news2
LPL Enterprise, LLC news2
Pfs Investments Inc.2
Quiver Financial Holdings LLC2
State Farm Investment Management Corp.2
Strategic Advisers LLC2
Wedbush Securities Inc.2
401k Assist, LLC1
8020 Capital Management1
All Weather Portfolio Management, Inc.1
Capo Creek Financial Solutions1
Chicago Capital Management Advisors, LLC1
Coast Wealth Management, Inc.1
Creative Financial Advisor Group LLC1
Creative Financial Designs, Inc.1
Dark Horse Advisors LLC1
Duncan Financial Planning Advisors1
Edelman Financial Engines news1

Advisors in San Clemente, A to Z

CFP advisors in San Clemente →

Other cities in California

All of California →

San Diego 3,492Los Angeles 3,345San Francisco 3,218Newport Beach 1,784Irvine 1,663Pasadena 1,078Walnut Creek 1,053San Jose 913Beverly Hills 654Roseville 611Westlake Village 601Sacramento 583Palo Alto 511Torrance 485La Jolla 463Santa Barbara 424Carlsbad 422Menlo Park 417Fresno 416San Rafael 411El Segundo 407Woodland Hills 357San Mateo 350Long Beach 341

Questions

How many financial advisors are in San Clemente, CA?

99 investment adviser representatives are registered at firm offices in San Clemente, California, according to the SEC's Investment Adviser Public Disclosure records. 67 of them are also registered as broker representatives, and 20 list the CFP designation.

Which firm has the most financial advisors in San Clemente?

LPL Financial LLC, with 17 registered advisors in San Clemente, followed by Ignite Planners LLC with 13.

How do I check a financial advisor in San Clemente?

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.