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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in San Gabriel, CA

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

24 registered advisors work in San Gabriel; the most are at Cetera Investment Advisers LLC (4). 3 list the CFP designation and 21 are also registered broker representatives.

Firms with the most advisors in San Gabriel

FirmAdvisors in San Gabriel
Cetera Investment Advisers LLC news4
J.P. Morgan Securities LLC news4
Independent Financial Group, LLC3
Geneos Wealth Management, Inc.2
Grattan Financial Strategies, Inc.2
Strategic Advisers LLC2
American Vision Advisors LLC1
Easy Sunday Financial Planning1
LPL Enterprise, LLC news1
LPL Financial LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Transamerica Financial Advisors, LLC1
You Investment Management LLC1

Advisors in San Gabriel, A to Z

CFP advisors in San Gabriel →

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 Gabriel, CA?

24 investment adviser representatives are registered at firm offices in San Gabriel, California, according to the SEC's Investment Adviser Public Disclosure records. 21 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in San Gabriel?

Cetera Investment Advisers LLC, with 4 registered advisors in San Gabriel, followed by J.P. Morgan Securities LLC with 4.

How do I check a financial advisor in San Gabriel?

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.