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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Vista, CA

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

41 registered advisors work in Vista; the most are at Edward Jones (6). 0 list the CFP designation and 36 are also registered broker representatives.

Firms with the most advisors in Vista

FirmAdvisors in Vista
Edward Jones news6
J.P. Morgan Securities LLC news6
Osaic Wealth, Inc. news5
Pfs Investments Inc.2
Thrivent Investment Management Inc.2
Wells Fargo Clearing Services, LLC news2
Ameritas Advisory Services, LLC1
Cambridge Investment Research Advisors, Inc. news1
Commonwealth Financial Network news1
Confianza Wealth Management1
Equitable Advisors, LLC news1
Krm Advisory Services1
LPL Financial LLC news1
Mercer Global Advisors Inc.1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Native Finance Investment Advisory1
PNC Wealth Management LLC1
Paul M. Wendee & Associates1
Pax Horizon Wealth Management, LLC1
Private Advisor Group, LLC1
Raymond James Financial Services Advisors, Inc. news1
Strategic Advisers LLC1
Transamerica Retirement Advisors, LLC1
U.S. Bancorp Advisors, LLC1

Advisors in Vista, A to Z

Search all of California →

Other cities in California

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San Diego 3,692Los Angeles 3,528San Francisco 3,395Newport Beach 1,868Irvine 1,751Pasadena 1,138Walnut Creek 1,114San Jose 962Beverly Hills 692Westlake Village 638Roseville 633Sacramento 613Palo Alto 546Torrance 513La Jolla 490Santa Barbara 454Carlsbad 446Fresno 446El Segundo 438San Rafael 434Menlo Park 432Woodland Hills 377San Mateo 373Long Beach 359

Questions

How many financial advisors are in Vista, CA?

41 investment adviser representatives are registered at firm offices in Vista, California, according to the SEC's Investment Adviser Public Disclosure records. 36 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Vista?

Edward Jones, with 6 registered advisors in Vista, followed by J.P. Morgan Securities LLC with 6.

How do I check a financial advisor in Vista?

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.