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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in San Ramon, CA

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

259 registered advisors work in San Ramon; the most are at Osaic Wealth, Inc. (25). 51 list the CFP designation and 177 are also registered broker representatives.

Firms with the most advisors in San Ramon

FirmAdvisors in San Ramon
Osaic Wealth, Inc. news25
Raymond James Financial Services Advisors, Inc. news22
LPL Financial LLC news16
Charles Schwab & Co., Inc. news14
California Financial Advisors13
Ameritas Advisory Services, LLC12
American Investors Company9
Eagle Strategies LLC8
Prosperity Financial Group, Inc.8
Cetera Investment Advisers LLC news7
Insight Wealth Strategies, LLC6
Strategic Advisers LLC6
Cambridge Investment Research Advisors, Inc. news5
J.P. Morgan Securities LLC news5
Mai Capital Management, LLC5
World Investment Advisors, LLC5
New Insight Wealth Advisors4
Private Advisor Group, LLC4
Ameriprise Financial Services, LLC news3
Blossom Wealth Management, LLC3
Brooker Wealth Management3
Exodus Wealth, LLC3
Integrity Alliance, LLC.3
Lido3
Pfs Investments Inc.3

Advisors in San Ramon, A to Z

CFP advisors in San Ramon →

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 Ramon, CA?

259 investment adviser representatives are registered at firm offices in San Ramon, California, according to the SEC's Investment Adviser Public Disclosure records. 177 of them are also registered as broker representatives, and 51 list the CFP designation.

Which firm has the most financial advisors in San Ramon?

Osaic Wealth, Inc., with 25 registered advisors in San Ramon, followed by Raymond James Financial Services Advisors, Inc. with 22.

How do I check a financial advisor in San Ramon?

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.