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 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 ShakeupIN American Express to make job cuts as AI revolution ramps upIN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family Office

Financial ADVSR advisor directory · SEC adviser records

Foundry Financial LLC financial advisors

Every SEC-registered investment adviser representative at Foundry Financial LLC, by the state and city of the office they work from.

10 registered advisors work at Foundry Financial LLC, in 5 states and 7 cities; the most are in Pasadena, CA (4). 6 list the CFP designation and 0 are also registered broker representatives.

Search every Foundry Financial LLC advisor by name →Who joined and left Foundry Financial LLC →Foundry Financial LLC: assets, clients and custodians →

Cities with the most Foundry Financial LLC advisors

Pasadena, CA 4Costa Mesa, CA 1Covington, LA 1Davidson, NC 1Fort Lauderdale, FL 1Laurel, MD 1Raleigh, NC 1

Foundry Financial LLC advisors by state

Foundry Financial LLC in California 5

Pasadena 4Costa Mesa 1

Foundry Financial LLC in North Carolina 2

Davidson 1Raleigh 1

Foundry Financial LLC in Florida 1

Fort Lauderdale 1

Foundry Financial LLC in Louisiana 1

Covington 1

Foundry Financial LLC in Maryland 1

Laurel 1

Questions

How many financial advisors does Foundry Financial LLC have?

10 investment adviser representatives are registered with Foundry Financial LLC, according to the SEC's Investment Adviser Public Disclosure records, in 5 states and 7 cities. 6 list the CFP designation and 0 are also registered as broker representatives.

Where does Foundry Financial LLC have the most advisors?

Pasadena, CA, with 4 registered advisors, then Costa Mesa, CA (1). By state, California has the most, with 5.

How do I find a Foundry Financial LLC financial advisor near me?

Pick your state below, then your city, to see every Foundry Financial LLC 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 Foundry Financial LLC 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 →