Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in California
Every SEC-registered financial advisor in California who lists the Chartered Financial Analyst designation, by city.
The short answer
1,319 CFA charterholders work in California; the most are in San Francisco (180).
Cities in California with CFA charterholders
Every advisor in California →San Francisco 180Los Angeles 169San Diego 110Newport Beach 80Irvine 51Pasadena 43Foster City 32Walnut Creek 29Torrance 24Beverly Hills 21San Mateo 20Menlo Park 19Palo Alto 19La Jolla 18Santa Barbara 17El Segundo 16Oakland 12Santa Monica 12Carlsbad 11Aliso Viejo 10San Rafael 10Berkeley 9Costa Mesa 9Folsom 8San Jose 8Calabasas 7Lafayette 7Larkspur 7Mill Valley 7Mountain View 7Orinda 7Sausalito 7Sherman Oaks 7Westlake Village 7Hermosa Beach 6Long Beach 6Los Altos 6Los Gatos 6Manhattan Beach 6Pleasanton 6Saratoga 6Claremont 5El Dorado Hills 5Fremont 5Fullerton 5Mission Viejo 5Redwood City 5Roseville 5Sacramento 5San Clemente 5Solana Beach 5Campbell 4Encinitas 4Encino 4Glendale 4Huntington Beach 4Laguna Beach 4Laguna Hills 4Marina Del Rey 4Monrovia 4Palos Verdes Estates 4Thousand Oaks 4Tiburon 4Alamo 3Anaheim 3Brea 3Del Mar 3Emeryville 3Fresno 3Monterey 3Napa 3Piedmont 3Rancho Santa Fe 3San Marino 3Santa Rosa 3South Pasadena 3Valencia 3Woodland Hills 3
113 smaller places with one or two CFA charterholders are in the advisor search.
CFA advisors in other states
New YorkTexasFloridaPennsylvaniaIllinoisOhioMassachusettsMichiganColoradoNew JerseyGeorgiaVirginiaNorth CarolinaWashingtonMinnesotaArizonaConnecticutTennesseeWisconsinMarylandMissouriOregonIndianaUtahKansasSouth CarolinaIowaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandVermontMississippiMaineDelawareMontanaNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska
Questions
How many CFA financial advisors are in California?
1,319 SEC-registered investment adviser representatives in California list the CFA designation; the most work in San Francisco (180).
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.
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.