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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors by state

Every SEC-registered financial advisor who lists the Chartered Financial Analyst designation, by the state and city of the office they work from.

Questions

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How many CFA financial advisors are there?

0 SEC-registered investment adviser representatives list the CFA designation in their SEC record. An advisor with offices in two states counts in each.

How do I find a CFA near me?

Pick your state, then your city, to see every advisor there who lists the CFA, with their firm and a link to their full profile and SEC record.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.