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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Solana Beach, CA

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

57 registered advisors work in Solana Beach; the most are at Blankinship & Foster, LLC (7). 15 list the CFP designation and 26 are also registered broker representatives.

Firms with the most advisors in Solana Beach

FirmAdvisors in Solana Beach
Blankinship & Foster, LLC7
Ameriprise Financial Services, LLC news5
Dlk Investment Management5
Focus Investment Advisors, Inc.5
Commonwealth Financial Network news4
D. M. Brenner, Inc.4
RBC Securities, Inc. news3
Hamilton Investment Advisors, LLC2
The Informed Momentum Company LLC2
Wells Fargo Clearing Services, LLC news2
Alder Capital1
American Independent Securities Group, LLC1
Cambridge Investment Research Advisors, Inc. news1
Citigroup Global Markets Inc. news1
Confluence Investment Management LLC1
Coppell Advisory Solutions LLC1
Cornerstone Asset Advisors Inc.1
Csj Wealth Management, LLC1
Equitable Advisors, LLC news1
Ervin Investment Management1
Goal Line Wealth Management, Inc.1
Hilltop Securities Asset Management, LLC1
Independent Financial Group, LLC1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1

Advisors in Solana Beach, A to Z

CFP advisors in Solana Beach →

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 Solana Beach, CA?

57 investment adviser representatives are registered at firm offices in Solana Beach, California, according to the SEC's Investment Adviser Public Disclosure records. 26 of them are also registered as broker representatives, and 15 list the CFP designation.

Which firm has the most financial advisors in Solana Beach?

Blankinship & Foster, LLC, with 7 registered advisors in Solana Beach, followed by Ameriprise Financial Services, LLC with 5.

How do I check a financial advisor in Solana Beach?

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.