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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Sausalito, CA

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

42 registered advisors work in Sausalito; the most are at Blackrock Investment Management, LLC (4). 0 list the CFP designation and 15 are also registered broker representatives.

Firms with the most advisors in Sausalito

FirmAdvisors in Sausalito
Blackrock Investment Management, LLC4
Caldwell Sutter Capital, Inc.4
Baker Street Asset Management, LLC2
Composition Wealth, LLC2
Edward Jones news2
Marin Bay Wealth Advisors, LLC2
Stafford Capital Management LLC2
Strategic Advisers LLC2
Verity Wealth Advisors, LLC2
Abunda Financial, LLC1
Ai Funds1
Assetmark, Inc.1
Avondale Conquest, LLC1
Balanced Financial Advisors1
Barbara S. Gault1
Cetera Investment Advisers LLC news1
Core Asset Management Company1
Delta Accumulation, LLC1
Gridley Associates Inc.1
Integrated Advisors Network LLC1
Jfd Capital, LLC1
Macroclimate LLC1
Mathematica Capital Management, LLC1
Pacific Management Ltd.1
Paolo Bernardi Advisor1

Advisors in Sausalito, A to Z

Search all of California →

Other cities in California

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San Diego 3,692Los Angeles 3,528San Francisco 3,395Newport Beach 1,868Irvine 1,751Pasadena 1,138Walnut Creek 1,114San Jose 962Beverly Hills 692Westlake Village 638Roseville 633Sacramento 613Palo Alto 546Torrance 513La Jolla 490Santa Barbara 454Carlsbad 446Fresno 446El Segundo 438San Rafael 434Menlo Park 432Woodland Hills 377San Mateo 373Long Beach 359

Questions

How many financial advisors are in Sausalito, CA?

42 investment adviser representatives are registered at firm offices in Sausalito, California, according to the SEC's Investment Adviser Public Disclosure records. 15 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Sausalito?

Blackrock Investment Management, LLC, with 4 registered advisors in Sausalito, followed by Caldwell Sutter Capital, Inc. with 4.

How do I check a financial advisor in Sausalito?

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.