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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Windsor, CA

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

21 registered advisors work in Windsor; the most are at Natural Investments (6). 4 list the CFP designation and 8 are also registered broker representatives.

Firms with the most advisors in Windsor

FirmAdvisors in Windsor
Natural Investments6
State Farm Investment Management Corp.3
North Coast Asset Management, Inc.2
Ameriprise Financial Services, LLC news1
Edward Jones news1
Gearhart & Associates1
Imhaus Investment Advisors1
Nickel Investment Advisors, Inc.1
Osaic Wealth, Inc. news1
Private Advisor Group, LLC1
Rb Capital Management, LLC1
Southland Equity Partners, LLC.1
Spiritus Financial Planning1
Strategic Advisers LLC1

Advisors in Windsor, A to Z

CFP advisors in Windsor →

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 Windsor, CA?

21 investment adviser representatives are registered at firm offices in Windsor, California, according to the SEC's Investment Adviser Public Disclosure records. 8 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Windsor?

Natural Investments, with 6 registered advisors in Windsor, followed by State Farm Investment Management Corp. with 3.

How do I check a financial advisor in Windsor?

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.