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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Hamilton-Bates Investment Research, Inc. financial advisors in California

Every SEC-registered investment adviser representative at a Hamilton-Bates Investment Research, Inc. office in California, by city and A to Z.

The short answer

6 registered advisors work at Hamilton-Bates Investment Research, Inc. in California, out of 9 nationwide; it's the firm's number 1 state by advisors, and the most are in Cardiff (1). 0 list the CFP designation and 0 are also registered broker representatives.

Hamilton-Bates Investment Research, Inc. advisors by city in California

Every firm in California →

Cardiff 1Dove Canyon 1Laguna Niguel 1Ontario 1San Juan Capistrano 1Yorba Linda 1

Hamilton-Bates Investment Research, Inc. advisors in California, A to Z

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Hamilton-Bates Investment Research, Inc. advisors in every state →Advisor Moves: who changed firms this week →

Questions

How many Hamilton-Bates Investment Research, Inc. financial advisors are in California?

6 investment adviser representatives are registered at Hamilton-Bates Investment Research, Inc. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 9 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in California does Hamilton-Bates Investment Research, Inc. have the most advisors?

Cardiff, with 1, then Dove Canyon (1). Hamilton-Bates Investment Research, Inc. has advisors in 6 cities in California.

How do I check a Hamilton-Bates Investment Research, Inc. 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 Hamilton-Bates Investment Research, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.