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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in South San Francisco, CA

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

The short answer

23 registered advisors work in South San Francisco; the most are at Alpha Solutions Investment Advisors (4). 2 list the CFP designation and 14 are also registered broker representatives.

Firms with the most advisors in South San Francisco

FirmAdvisors in South San Francisco
Alpha Solutions Investment Advisors4
Strategic Advisers LLC4
Wells Fargo Clearing Services, LLC news3
Beyond Wealth Advisory LLC2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Citigroup Global Markets Inc. news1
Edward Jones news1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
Pair Capital Wealth Management, LLC1
UBS Financial Services Inc. news1
Wp Advisors, LLC1
Yoakum Wealth Management1

Advisors in South San Francisco, A to Z

CFP advisors in South San Francisco →

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 South San Francisco, CA?

23 investment adviser representatives are registered at firm offices in South San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in South San Francisco?

Alpha Solutions Investment Advisors, with 4 registered advisors in South San Francisco, followed by Strategic Advisers LLC with 4.

How do I check a financial advisor in South San Francisco?

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.