Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Raymond James Recruits $700M Advisor Team from TruistFP Wells Fargo private wealth head taps firm's full capabilities for clientsIN Ex-LPL, special needs advisor pleads guilty in fraud caseIN Advisor moves: Raymond James lands $700M Truist team in NaplesKC Weekend Reading For Financial Planners (October 24–25)4K Who Was Supposed to Check the $977?WM The ADV Debate Is Solving the Wrong ProblemWM Deals & Moves: Commonwealth Breakaway Kintra Lures Team from LPL4K Ubiquity Retirement Wins Inc. Award, Manulife John Hancock Honored for AI Integration, and More: Corporate RoundupWM Truist Names New Wealth Co-Heads in Leadership Shakeup

Financial ADVSR advisor directory · SEC adviser records

Capital Group Private Client Services, Inc. financial advisors

Every SEC-registered investment adviser representative at Capital Group Private Client Services, Inc., by the state and city of the office they work from.

103 registered advisors work at Capital Group Private Client Services, Inc., in 8 states and 9 cities; the most are in Los Angeles, CA (68). 20 list the CFP designation and 0 are also registered broker representatives.

Search every Capital Group Private Client Services, Inc. advisor by name →Who joined and left Capital Group Private Client Services, Inc. →Capital Group Private Client Services, Inc.: assets, clients and custodians →

Cities with the most Capital Group Private Client Services, Inc. advisors

Los Angeles, CA 68New York, NY 15San Francisco, CA 10Atlanta, GA 3Chicago, IL 3Colorado Springs, CO 1Dallas, TX 1Franklin, TN 1Sudbury, MA 1

Capital Group Private Client Services, Inc. advisors by state

Capital Group Private Client Services, Inc. in California 78

Los Angeles 68San Francisco 10

Capital Group Private Client Services, Inc. in New York 15

New York 15

Capital Group Private Client Services, Inc. in Georgia 3

Atlanta 3

Capital Group Private Client Services, Inc. in Illinois 3

Chicago 3

Capital Group Private Client Services, Inc. in Colorado 1

Colorado Springs 1

Capital Group Private Client Services, Inc. in Massachusetts 1

Sudbury 1

Capital Group Private Client Services, Inc. in Tennessee 1

Franklin 1

Capital Group Private Client Services, Inc. in Texas 1

Dallas 1

Questions

How many financial advisors does Capital Group Private Client Services, Inc. have?

103 investment adviser representatives are registered with Capital Group Private Client Services, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 8 states and 9 cities. 20 list the CFP designation and 0 are also registered as broker representatives.

Where does Capital Group Private Client Services, Inc. have the most advisors?

Los Angeles, CA, with 68 registered advisors, then New York, NY (15). By state, California has the most, with 78.

How do I find a Capital Group Private Client Services, Inc. financial advisor near me?

Pick your state below, then your city, to see every Capital Group Private Client Services, Inc. advisor registered at an office there. Each one 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. An advisor registered at Capital Group Private Client Services, Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →