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Financial ADVSR advisor directory · SEC adviser records

Focus Partners Wealth, LLC financial advisors in California

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

The short answer

89 registered advisors work at Focus Partners Wealth, LLC in California, out of 952 nationwide; it's the firm's number 3 state by advisors, and the most are in Menlo Park (19). 40 list the CFP designation and 0 are also registered broker representatives.

Focus Partners Wealth, LLC advisors by city in California

Every firm in California →

Menlo Park 19Walnut Creek 13San Diego 12Palo Alto 5Santa Monica 5Irvine 4Santa Rosa 4Calabasas 3Long Beach 2Los Angeles 2Sacremento 2Aliso Viejo 1Coto De Caza 1Inglewood 1Ladera Ranch 1Laguna Beach 1Laguna Niguel 1Monterey Park 1Panorama City 1Rancho Murieta 1Redondo Beach 1Sacramento 1San Francisco 1San Jose 1Santa 1Sonora 1Stevenson Ranch 1Tracy 1Tustin 1

Focus Partners Wealth, LLC advisors in California, A to Z

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Focus Partners Wealth, LLC advisors in every state →Focus Partners Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Focus Partners Wealth, LLC in other states

Missouri 202Illinois 93Massachusetts 86Colorado 41Pennsylvania 39Washington 39New York 34Arizona 33Florida 33Georgia 32Connecticut 26Virginia 24Michigan 23Tennessee 19Indiana 18Maryland 18Texas 17Oregon 15Nebraska 11North Carolina 8Wisconsin 8Utah 6New Jersey 5West Virginia 5Mississippi 4New Hampshire 4Ohio 4South Dakota 3

Questions

How many Focus Partners Wealth, LLC financial advisors are in California?

89 investment adviser representatives are registered at Focus Partners Wealth, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 952 at the firm nationwide. 40 list the CFP designation and 0 are also registered as broker representatives.

Where in California does Focus Partners Wealth, LLC have the most advisors?

Menlo Park, with 19, then Walnut Creek (13). Focus Partners Wealth, LLC has advisors in 29 cities in California.

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