Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Independent Financial Group, LLC financial advisors in California

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

The short answer

200 registered advisors work at Independent Financial Group, LLC in California, out of 439 nationwide; it's the firm's number 1 state by advisors, and the most are in San Diego (66). 48 list the CFP designation and 197 are also registered broker representatives.

Independent Financial Group, LLC advisors by city in California

Every firm in California →

San Diego 66San Juan Capistrano 11Diamond Bar 8Costa Mesa 6Sacramento 6Carlsbad 5Fresno 4Pasadena 4San Jose 4Torrance 4San Clemente 3San Gabriel 3San Rafael 3Westlake Village 3Alameda 2Chino Hills 2Encinitas 2Folsom 2Fullerton 2Hermosa Beach 2Irvine 2Long Beach 2Loomis 2Los Angeles 2Oceanside 2Pleasanton 2San Luis Obispo 2Santa Rosa 2Tustin 2Alhambra 1Arcadia 1Calabasas 1Calistoga 1Chico 1Concord 1Danville 1Escondido 1Fallbrook 1Gold River 1Granite Bay 1Huntington Beach 1Indio 1Laguna Beach 1Laguna Niguel 1Lancaster 1Lodi 1Los Altos 1Milpitas 1Morro Bay 1Mountain View 1Murrieta 1Newport Beach 1Palm Desert 1Palm Springs 1Rancho Cucamonga 1Rolling Hills Estate 1San Francisco 1Santa Barbara 1Solana Beach 1Sunnyvale 1Tehachapi 1Victorville 1Walnut Creek 1Whitter 1Woodland Hills 1Yucaipa 1

Independent Financial Group, LLC advisors in California, A to Z

Search by name →

Independent Financial Group, LLC advisors in every state →Independent Financial Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Independent Financial Group, LLC in other states

Texas 34Arizona 25Florida 14Nevada 13Wisconsin 12Idaho 10Maryland 10Minnesota 10Illinois 9Ohio 9Missouri 8Pennsylvania 8Washington 8Louisiana 7Oregon 6Tennessee 5Hawaii 4Massachusetts 4New Jersey 4New York 4Utah 4Alabama 3Connecticut 3Georgia 3Kansas 3Virginia 3

Questions

How many Independent Financial Group, LLC financial advisors are in California?

200 investment adviser representatives are registered at Independent Financial Group, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 439 at the firm nationwide. 48 list the CFP designation and 197 are also registered as broker representatives.

Where in California does Independent Financial Group, LLC have the most advisors?

San Diego, with 66, then San Juan Capistrano (11). Independent Financial Group, LLC has advisors in 66 cities in California.

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