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
4K Social Security Database Cleanup Corrects 50 Million RecordsRB 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 Priorities

Financial ADVSR advisor directory · SEC adviser records

Bankers Life Advisory Services, Inc. financial advisors in California

Every SEC-registered investment adviser representative at a Bankers Life Advisory Services, Inc. office in California, by city and A to Z.

The short answer

7 registered advisors work at Bankers Life Advisory Services, Inc. in California, out of 484 nationwide; it's the firm's number 12 state by advisors, and the most are in Irvine (2). 0 list the CFP designation and 7 are also registered broker representatives.

Bankers Life Advisory Services, Inc. advisors by city in California

Every firm in California →

Irvine 2Sherman Oaks 2Corona 1Pleasanton 1San Diego 1

Bankers Life Advisory Services, Inc. advisors in California, A to Z

Search by name →

Bankers Life Advisory Services, Inc. in other states

Illinois 248North Carolina 24Michigan 18Florida 16Pennsylvania 15Texas 12Indiana 10Ohio 10Iowa 8New York 8Washington 8Connecticut 7Maryland 7Maine 7Missouri 7Virginia 7Kansas 6Massachusetts 6New Hampshire 5Georgia 4Kentucky 4New Jersey 4Rhode Island 4South Carolina 4Tennessee 4Arizona 3Colorado 3Nebraska 3Oregon 3Wisconsin 3

Questions

How many Bankers Life Advisory Services, Inc. financial advisors are in California?

7 investment adviser representatives are registered at Bankers Life Advisory Services, Inc. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 484 at the firm nationwide. 0 list the CFP designation and 7 are also registered as broker representatives.

Where in California does Bankers Life Advisory Services, Inc. have the most advisors?

Irvine, with 2, then Sherman Oaks (2). Bankers Life Advisory Services, Inc. has advisors in 5 cities in California.

How do I check a Bankers Life Advisory Services, Inc. advisor in California?

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, 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 Bankers Life Advisory Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.