Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Los Angeles, CA

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

45 ChFC holders work in Los Angeles; the most are at State Farm Investment Management Corp. (8). 25 are also registered broker representatives.

ChFC advisors in Los Angeles, A to Z

Every advisor in Los Angeles →
  • Tenny E. AdourianCapital Group Private Client Services, Inc. · Chartered Financial Consultant
  • Brian W. AppelLido · Certified Financial Planner, Chartered Financial Consultant
  • Nataliya V. AvanesovState Farm Investment Management Corp. · Chartered Financial Consultant
  • Shaan M. BarenHightower Advisors, LLC · Chartered Financial Consultant
  • Brian G. BlackwellLido · Certified Financial Planner, Chartered Financial Consultant
  • Jodie A. BoytosState Farm Investment Management Corp. · Chartered Financial Consultant
  • Drew N. BryantMai Capital Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Richard S. CalderonState Farm Investment Management Corp. · Chartered Financial Consultant
  • John R. Calvert IIINorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Chang B. ChunMML Investors Services, LLC · Chartered Financial Consultant
  • Frederick B. DenitzMML Investors Services, LLC · Chartered Financial Consultant
  • Esteban Di MasiAtorie Advisors, LLC · Chartered Financial Consultant
  • Tan DoanCitigroup Global Markets Inc. · Chartered Financial Consultant
  • Albert E. Faber IIIDiwy Financial Planning · Certified Financial Planner, Chartered Financial Consultant
  • Eric C. FurstnerLido · Certified Financial Planner, Chartered Financial Consultant
  • John A. GardnerEp Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Charles R. GarrettState Farm Investment Management Corp. · Chartered Financial Consultant
  • Laleh HakimiMutual Of Omaha Investor Services, Inc. · Chartered Financial Consultant
  • Hillary R. HeylState Farm Investment Management Corp. · Chartered Financial Consultant
  • Thomas A. HowellComposition Wealth, LLC · Chartered Financial Consultant
  • Jesse H. IsraelMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Veronica R. JaureguiState Farm Investment Management Corp. · Chartered Financial Consultant
  • Joshua L. KendallKayne Anderson Rudnick Investment Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jennifer A. KimStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Peter J. LinWealth Enhancement Advisory Services, LLC · Chartered Financial Consultant
  • Irwin N. LowiLPL Financial LLC · Chartered Financial Consultant
  • Steven M. MartinezState Farm Investment Management Corp. · Chartered Financial Consultant
  • Blake W. McKibbinComposition Wealth, LLC · Chartered Financial Consultant
  • Nelson J. MerwitzerOn Investment Management Co. · Chartered Financial Consultant
  • Frederick C. MillerSeia · Certified Financial Planner, Chartered Financial Consultant
  • David S. OnoBates Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Melvin J. PalomoState Farm Investment Management Corp. · Chartered Financial Consultant
  • Alexandra B. PapellLido · Certified Financial Planner, Chartered Financial Consultant
  • Sean L. ParryStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • David J. PaulsonComposition Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Ryan PittmanLido · Certified Financial Planner, Chartered Financial Consultant
  • Erika R. PuzikAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Sarah M. RosasKinetic Investment Management, Inc. · Chartered Financial Consultant
  • Laura A. SendldorferComposition Wealth, LLC · Chartered Financial Consultant
  • Peter D. SentanceOn Investment Management Co. · Chartered Financial Consultant
  • Vikram K. ShethMML Investors Services, LLC · Chartered Financial Consultant
  • Nathan StaggLido · Chartered Financial Consultant
  • Luis M. StrohmeierOctavia Wealth Advisors LLC · Certified Financial Planner, Chartered Financial Consultant
  • Edgar F. Whitmore IIIMML Investors Services, LLC · Chartered Financial Consultant
  • Daniel F. YasharelOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Los Angeles

State Farm Investment Management Corp. 8Lido 6MML Investors Services, LLC 5Composition Wealth, LLC 4On Investment Management Co. 2Strategic Advisers LLC 2Ameriprise Financial Services, LLC 1Atorie Advisors, LLC 1Bates Wealth Management, LLC 1Capital Group Private Client Services, Inc. 1Citigroup Global Markets Inc. 1Diwy Financial Planning 1Ep Wealth Advisors 1Hightower Advisors, LLC 1Kayne Anderson Rudnick Investment Management, LLC 1

ChFC advisors in other California cities

All of California →

San Diego 98San Francisco 47Irvine 42Newport Beach 37San Jose 25Walnut Creek 25San Rafael 22Roseville 18San Ramon 15Torrance 15Bakersfield 13Westlake Village 13Santa Barbara 12Anaheim 11Fresno 10Santa Rosa 10Carlsbad 9Folsom 9Pasadena 9Glendale 8Oakland 8Pleasanton 8Redding 8Sacramento 8

Questions

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

45 SEC-registered investment adviser representatives at firm offices in Los Angeles, California list the ChFC designation; State Farm Investment Management Corp. employs the most of them (8).

What is a ChFC?

ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of experience.

How do I check a ChFC 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 ChFC 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 ChFC with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and CFA charterholders.