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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Tustin, CA

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

The short answer

104 registered advisors work in Tustin; the most are at Financial Advisors Network, Inc. (10). 17 list the CFP designation and 68 are also registered broker representatives.

Firms with the most advisors in Tustin

FirmAdvisors in Tustin
Financial Advisors Network, Inc.10
Osaic Wealth, Inc. news10
J.P. Morgan Securities LLC news8
LPL Financial LLC news8
My Advisors Us LLC6
U.S. Bancorp Advisors, LLC5
Wells Fargo Clearing Services, LLC news4
Citigroup Global Markets Inc. news3
Merrill Lynch, Pierce, Fenner & Smith Incorporated news3
Private Advisor Group, LLC3
Strategic Advisers LLC3
21 West Wealth Management LLC2
Ameriprise Financial Services, LLC news2
Cetera Investment Advisers LLC news2
Eagle Strategies LLC2
Edward Haro Financial, LLC2
Edward Jones news2
Independent Financial Group, LLC2
Js Consulting2
Vaughn Investment Advisors Inc.2
Allstate Financial Advisors, LLC1
Anchor Bay Capital, Inc.1
Barnett Financial Planning1
Cambridge Investment Research Advisors, Inc. news1
Crosspoint Financial, LLC1

Advisors in Tustin, A to Z

CFP advisors in Tustin →

Other cities in California

All of California →

San Diego 3,492Los Angeles 3,345San Francisco 3,218Newport Beach 1,784Irvine 1,663Pasadena 1,078Walnut Creek 1,053San Jose 913Beverly Hills 654Roseville 611Westlake Village 601Sacramento 583Palo Alto 511Torrance 485La Jolla 463Santa Barbara 424Carlsbad 422Menlo Park 417Fresno 416San Rafael 411El Segundo 407Woodland Hills 357San Mateo 350Long Beach 341

Questions

How many financial advisors are in Tustin, CA?

104 investment adviser representatives are registered at firm offices in Tustin, California, according to the SEC's Investment Adviser Public Disclosure records. 68 of them are also registered as broker representatives, and 17 list the CFP designation.

Which firm has the most financial advisors in Tustin?

Financial Advisors Network, Inc., with 10 registered advisors in Tustin, followed by Osaic Wealth, Inc. with 10.

How do I check a financial advisor in Tustin?

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.