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Financial ADVSR advisor directory · SEC adviser records

Edelman Financial Engines financial advisors in Walnut Creek, CA

Every SEC-registered investment adviser representative at a Edelman Financial Engines office in Walnut Creek, A to Z.

The short answer

5 registered advisors work at Edelman Financial Engines in Walnut Creek, out of 650 at the firm nationwide; it ranks number 37 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Edelman Financial Engines advisors in Walnut Creek, A to Z

Every Edelman Financial Engines advisor →

Edelman Financial Engines advisors in every city and state →Edelman Financial Engines: assets, clients and custodians →Edelman news and advisor moves →Edelman Financial Engines payout grid vs. other firms →Advisor Moves: who changed firms this week →

Edelman Financial Engines advisors in other cities

Fairfax, VA 65Phoenix, AZ 45Dallas, TX 15Lynnwood, WA 10Boston, MA 8Denver, CO 8Overland Park, KS 8Oakbrook Terrace, IL 7Roseville, CA 7Tampa, FL 7Austin, TX 6Boca Raton, FL 6Burlington, MA 6Columbus, OH 6Federal Way, WA 6

Other firms in Walnut Creek

All Walnut Creek advisors →

Wells Fargo Clearing Services, LLC 128Morgan Stanley 100Merrill Lynch, Pierce, Fenner & Smith Incorporated 83UBS Financial Services Inc. 57Strategic Advisers LLC 40Ameriprise Financial Services, LLC 35J.P. Morgan Securities LLC 35LPL Financial LLC 30Destination Wealth Management 27Earned Wealth Advisors, LLC 27Charles Schwab & Co., Inc. 24MML Investors Services, LLC 23

Questions

How many financial advisors does Edelman Financial Engines have in Walnut Creek?

5 investment adviser representatives are registered at Edelman Financial Engines offices in Walnut Creek, California, according to the SEC's Investment Adviser Public Disclosure records, out of 650 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Edelman Financial Engines one of the largest advisor employers in Walnut Creek?

Edelman Financial Engines ranks number 37 in Walnut Creek by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 128.

How do I check a Edelman Financial Engines advisor in Walnut Creek?

Each advisor below links to a profile with their registrations, exams, designations 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 Edelman Financial Engines office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.