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Financial ADVSR advisor directory · SEC adviser records

Cerity Partners LLC financial advisors in California

Every SEC-registered investment adviser representative at a Cerity Partners LLC office in California, by city and A to Z.

The short answer

83 registered advisors work at Cerity Partners LLC in California, out of 723 nationwide; it's the firm's number 2 state by advisors, and the most are in San Francisco (23). 35 list the CFP designation and 1 are also registered broker representatives.

Cerity Partners LLC advisors by city in California

Every firm in California →

San Francisco 23Santa Barbara 12Mill Valley 10San Diego 7Greenbrae 6San Jose 6Los Angeles 5Pasadena 4Costa Mesa 3Redwood City 3Irvine 2Palo Alto 2Avila Beach 1El Segundo 1Lafayette 1San Deigo 1

Cerity Partners LLC advisors in California, A to Z

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Cerity Partners LLC advisors in every state →Cerity Partners LLC: assets, clients and custodians →Cerity Partners news and advisor moves →Advisor Moves: who changed firms this week →

Cerity Partners LLC in other states

New York 363Kentucky 55Virginia 30Massachusetts 27Texas 25Illinois 21Maryland 16Indiana 15Colorado 13Ohio 10Florida 9Pennsylvania 9North Carolina 8Iowa 7Arizona 5New Jersey 4Tennessee 4Minnesota 3Oregon 3

Questions

How many Cerity Partners LLC financial advisors are in California?

83 investment adviser representatives are registered at Cerity Partners LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 723 at the firm nationwide. 35 list the CFP designation and 1 are also registered as broker representatives.

Where in California does Cerity Partners LLC have the most advisors?

San Francisco, with 23, then Santa Barbara (12). Cerity Partners LLC has advisors in 16 cities in California.

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