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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in San Clemente, CA

Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in San Clemente, A to Z.

The short answer

5 registered advisors work at Osaic Wealth, Inc. in San Clemente, out of 7,287 at the firm nationwide; it ranks number 4 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.

Osaic Wealth, Inc. advisors in San Clemente, A to Z

Every Osaic Wealth, Inc. advisor →

Osaic Wealth, Inc. advisors in every city and state →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →

Osaic Wealth, Inc. advisors in other cities

Scottsdale, AZ 291Maumee, OH 54Omaha, NE 53Raleigh, NC 51Houston, TX 47Melville, NY 46San Diego, CA 46Honolulu, HI 45Irvine, CA 45Southfield, MI 42Rochester, NY 40Lincoln, NE 38Overland Park, KS 38Wichita, KS 36Dallas, TX 33

Other firms in San Clemente

All San Clemente advisors →

LPL Financial LLC 17Ignite Planners LLC 13J.P. Morgan Securities LLC 5Edward Jones 4Independent Financial Group, LLC 3Stephenson And Company, Inc. 3

Questions

How many financial advisors does Osaic Wealth, Inc. have in San Clemente?

5 investment adviser representatives are registered at Osaic Wealth, Inc. offices in San Clemente, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.

Is Osaic Wealth, Inc. one of the largest advisor employers in San Clemente?

Osaic Wealth, Inc. ranks number 4 in San Clemente by registered advisors; LPL Financial LLC has the most, with 17.

How do I check a Osaic Wealth, Inc. advisor in San Clemente?

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 Osaic Wealth, 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.