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Financial ADVSR advisor directory · SEC adviser records

Focus Partners Wealth, LLC financial advisors in Santa Rosa, CA

Every SEC-registered investment adviser representative at a Focus Partners Wealth, LLC office in Santa Rosa, A to Z.

The short answer

3 registered advisors work at Focus Partners Wealth, LLC in Santa Rosa, out of 952 at the firm nationwide; it ranks number 9 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Focus Partners Wealth, LLC advisors in Santa Rosa, A to Z

Every Focus Partners Wealth, LLC advisor →

Focus Partners Wealth, LLC advisors in every city and state →Focus Partners Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Focus Partners Wealth, LLC advisors in other cities

St. Louis, MO 151Chicago, IL 53Atlanta, GA 32Boston, MA 30Deerfield, IL 27Scottsdale, AZ 22Clayton, MO 21Wellesley, MA 21Menlo Park, CA 19Nashville, TN 17Denver, CO 16Indianapolis, IN 15New York, NY 15Seattle, WA 15Westport, CT 15

Other firms in Santa Rosa

All Santa Rosa advisors →

Morgan Stanley 50LPL Financial LLC 36Wells Fargo Clearing Services, LLC 36Edward Jones 27Merrill Lynch, Pierce, Fenner & Smith Incorporated 16Charles Schwab & Co., Inc. 13Eagle Strategies LLC 9Stifel, Nicolaus & Company, Incorporated 7Osaic Wealth, Inc. 4Raymond James & Associates, Inc. 4Commonwealth Financial Network 3J.P. Morgan Securities LLC 3

Questions

How many financial advisors does Focus Partners Wealth, LLC have in Santa Rosa?

3 investment adviser representatives are registered at Focus Partners Wealth, LLC offices in Santa Rosa, California, according to the SEC's Investment Adviser Public Disclosure records, out of 952 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Focus Partners Wealth, LLC one of the largest advisor employers in Santa Rosa?

Focus Partners Wealth, LLC ranks number 9 in Santa Rosa by registered advisors; Morgan Stanley has the most, with 50.

How do I check a Focus Partners Wealth, LLC advisor in Santa Rosa?

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 Focus Partners Wealth, LLC 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.