Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Ukiah, CA
Every SEC-registered investment adviser representative at a firm office in Ukiah, with the firms that employ the most of them.
The short answer
13 registered advisors work in Ukiah; the most are at Edward Jones (4). 4 list the CFP designation and 10 are also registered broker representatives.
Firms with the most advisors in Ukiah
| Firm | Advisors in Ukiah |
|---|---|
| Edward Jones news | 4 |
| LPL Financial LLC news | 4 |
| Antonio Andrade, Cfp | 1 |
| J.P. Morgan Securities LLC news | 1 |
| Prosperent Capital, LLC | 1 |
| Raymond James Financial Services Advisors, Inc. news | 1 |
| Wealth Management Advisors, LLC | 1 |
Advisors in Ukiah, A to Z
CFP advisors in Ukiah →- Antonio S. AndradeAntonio Andrade, Cfp · Certified Financial Planner
- Robert W. ClarkEdward Jones
- Tyler R. ClarkEdward Jones · Certified Financial Planner
- Brent R. ClausenEdward Jones
- Patrick CoyneWealth Management Advisors, LLC · Certified Financial Planner
- Michael J. DefazioLPL Financial LLC
- Damon E. GardnerEdward Jones
- John L. GoldsmithLPL Financial LLC
- Angie M. GraingerProsperent Capital, LLC · Certified Financial Planner, Personal Financial Specialist
- Charles D. KellyLPL Financial LLC
- Brian M. LocatelliRaymond James Financial Services Advisors, Inc.
- Michael PetriJ.P. Morgan Securities LLC
- Rand L. RodgersLPL Financial LLC
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 Ukiah, CA?
13 investment adviser representatives are registered at firm offices in Ukiah, California, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 4 list the CFP designation.
Which firm has the most financial advisors in Ukiah?
Edward Jones, with 4 registered advisors in Ukiah, followed by LPL Financial LLC with 4.
How do I check a financial advisor in Ukiah?
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.