Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Woodside, CA
Every SEC-registered investment adviser representative at a firm office in Woodside, with the firms that employ the most of them.
22 registered advisors work in Woodside; the most are at Fisher Investments (16). 1 list the CFP designation and 4 are also registered broker representatives.
Firms with the most advisors in Woodside
| Firm | Advisors in Woodside |
|---|---|
| Fisher Investments news | 16 |
| 3 Factor Indexing, LLC | 2 |
| Hightower Advisors, LLC news | 2 |
| Wells Fargo Clearing Services, LLC news | 2 |
Advisors in Woodside, A to Z
CFP advisors in Woodside →- Aaron S. AndersonFisher Investments
- Alexander D. BaruchFisher Investments
- Warren W. ChoFisher Investments
- Darrin CianciFisher Investments
- Anurag CoramutlaFisher Investments
- Michael E. DeggelmanHightower Advisors, LLC
- Kent C. EllisFisher Investments
- Michael E. FergusonFisher Investments
- Gallen HoFisher Investments
- Kelly S. JamesWells Fargo Clearing Services, LLC
- Brian P. KeppFisher Investments · Chartered Financial Analyst
- Jarred J. KrizFisher Investments
- Brennan M. KurtelaWells Fargo Clearing Services, LLC · Certified Financial Planner
- William A. MossFisher Investments
- Jessica A. NguyenFisher Investments
- Chris F. ParkerHightower Advisors, LLC
- Tommy A. Romero Jr.Fisher Investments
- Robert P. Sawyer3 Factor Indexing, LLC
- Kenneth P. SchweitzerFisher Investments
- Arthur V. Shaw3 Factor Indexing, LLC
- Chris L. StephensFisher Investments
- Lino G. ValdiviaFisher Investments
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 Woodside, CA?
22 investment adviser representatives are registered at firm offices in Woodside, California, according to the SEC's Investment Adviser Public Disclosure records. 4 of them are also registered as broker representatives, and 1 list the CFP designation.
Which firm has the most financial advisors in Woodside?
Fisher Investments, with 16 registered advisors in Woodside, followed by 3 Factor Indexing, LLC with 2.
How do I check a financial advisor in Woodside?
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.