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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in San Marino, CA

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

27 registered advisors work in San Marino; the most are at J.P. Morgan Securities LLC (5). 3 list the CFP designation and 20 are also registered broker representatives.

Firms with the most advisors in San Marino

FirmAdvisors in San Marino
J.P. Morgan Securities LLC news5
Wealth Enhancement Advisory Services, LLC news4
Cetera Investment Advisers LLC news2
LPL Financial LLC news2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Cl Wealth Management LLC1
Crosslight Global Investment Partners, LLC1
Edward Jones news1
Equitable Advisors, LLC news1
Greyfield Capital Management LLC1
Gwn Securities Inc.1
Inplay Global Advisors1
MML Investors Services, LLC1
Morgan Stanley news1
Oliver Regan Advisors, LLC1
Sherwood Oak Knoll, LLC1
Wells Fargo Clearing Services, LLC news1

Advisors in San Marino, A to Z

CFP advisors in San Marino →

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 Marino, CA?

27 investment adviser representatives are registered at firm offices in San Marino, California, according to the SEC's Investment Adviser Public Disclosure records. 20 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in San Marino?

J.P. Morgan Securities LLC, with 5 registered advisors in San Marino, followed by Wealth Enhancement Advisory Services, LLC with 4.

How do I check a financial advisor in San Marino?

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.