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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Sunnyvale, CA

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

89 registered advisors work in Sunnyvale; the most are at Strategic Advisers LLC (33). 7 list the CFP designation and 78 are also registered broker representatives.

Firms with the most advisors in Sunnyvale

FirmAdvisors in Sunnyvale
Strategic Advisers LLC33
Charles Schwab & Co., Inc. news16
LPL Financial LLC news5
J.P. Morgan Securities LLC news4
State Farm Investment Management Corp.4
Edward Jones news3
Honu Wealth Management3
Merrill Lynch, Pierce, Fenner & Smith Incorporated news3
Aba Capital LLC1
Brookstone Wealth Advisors, LLC1
Cambridge Investment Research Advisors, Inc. news1
Cetera Investment Advisers LLC news1
Client First Finance LLC1
Conway Partners1
Cynosure Portfolio Advisors LLC1
Empower Advisory Group, LLC1
Goldman Sachs Wealth Services, L.P. news1
Independent Financial Group, LLC1
London House Capital1
Mission Capital Advisors Inc.1
RBC Capital Markets, LLC news1
Stillwater Investing1
Thrivent Investment Management Inc.1
U.S. Bancorp Advisors, LLC1
Valley Wealth Strategies, LLC1

Advisors in Sunnyvale, A to Z

CFP advisors in Sunnyvale →

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 Sunnyvale, CA?

89 investment adviser representatives are registered at firm offices in Sunnyvale, California, according to the SEC's Investment Adviser Public Disclosure records. 78 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Sunnyvale?

Strategic Advisers LLC, with 33 registered advisors in Sunnyvale, followed by Charles Schwab & Co., Inc. with 16.

How do I check a financial advisor in Sunnyvale?

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.