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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Los Angeles, CA

Every SEC-registered financial advisor at a firm office in Los Angeles who lists the Certified Financial Planner designation, A to Z.

The short answer

359 CFP professionals work in Los Angeles; the most are at Lido (43). 162 are also registered broker representatives.

CFP advisors in Los Angeles, A to Z

Every advisor in Los Angeles →

Firms with the most CFP professionals in Los Angeles

Lido 43Seia 29Aspiriant, LLC 18Capital Client Group, Inc. 14Capital Group Private Client Services, Inc. 13Composition Wealth, LLC 12Rockefeller Financial LLC 11Strategic Advisers LLC 9Cetera Investment Advisers LLC 8J.P. Morgan Securities LLC 8Kayne Anderson Rudnick Investment Management, LLC 8MML Investors Services, LLC 8Wells Fargo Clearing Services, LLC 8LPL Financial LLC 7Wells Fargo Advisors Financial Network, LLC 7

CFP advisors in other California cities

All of California →

San Diego 645San Francisco 422Newport Beach 242Irvine 224Walnut Creek 190Torrance 149Pasadena 108San Jose 104Westlake Village 95Santa Barbara 94Roseville 93Folsom 83Carlsbad 82Sacramento 74Santa Monica 74La Jolla 67San Rafael 67Fresno 58Long Beach 54San Ramon 51Santa Rosa 49El Segundo 41San Mateo 40Menlo Park 39

Questions

How many CFP financial advisors are in Los Angeles, CA?

359 SEC-registered investment adviser representatives at firm offices in Los Angeles, California list the CFP designation; Lido employs the most of them (43).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in Los Angeles?

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. Confirm the CFP itself with the body that issues it.

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 CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.