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

Burton Enright Welch financial advisors in California

Every SEC-registered investment adviser representative at a Burton Enright Welch office in California, by city and A to Z.

The short answer

12 registered advisors work at Burton Enright Welch in California, out of 12 nationwide; it's the firm's number 1 state by advisors, and the most are in Walnut Creek (12). 5 list the CFP designation and 0 are also registered broker representatives.

Burton Enright Welch advisors by city in California

Every firm in California →

Walnut Creek 12

Burton Enright Welch advisors in California, A to Z

Search by name →

Questions

How many Burton Enright Welch financial advisors are in California?

12 investment adviser representatives are registered at Burton Enright Welch offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 12 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.

Where in California does Burton Enright Welch have the most advisors?

Walnut Creek, with 12. Burton Enright Welch has advisors in 1 city in California.

How do I check a Burton Enright Welch 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 Burton Enright Welch office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.