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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in San Dimas, CA

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

The short answer

22 registered advisors work in San Dimas; the most are at Ameriprise Financial Services, LLC (7). 2 list the CFP designation and 21 are also registered broker representatives.

Firms with the most advisors in San Dimas

FirmAdvisors in San Dimas
Ameriprise Financial Services, LLC news7
LPL Financial LLC news4
Eagle Strategies LLC2
Capital Analysts1
Cheng Wealth Management, LLC1
Commonwealth Financial Network news1
J.P. Morgan Securities LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Osaic Wealth, Inc. news1
Planmember Securities Corporation1
State Farm Investment Management Corp.1
Transamerica Financial Advisors, LLC1

Advisors in San Dimas, A to Z

CFP advisors in San Dimas →

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 San Dimas, CA?

22 investment adviser representatives are registered at firm offices in San Dimas, California, according to the SEC's Investment Adviser Public Disclosure records. 21 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in San Dimas?

Ameriprise Financial Services, LLC, with 7 registered advisors in San Dimas, followed by LPL Financial LLC with 4.

How do I check a financial advisor in San Dimas?

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.