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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Independent Financial Partners financial advisors in California

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

The short answer

5 registered advisors work at Independent Financial Partners in California, out of 289 nationwide; it's the firm's number 10 state by advisors, and the most are in Glendale (1). 0 list the CFP designation and 3 are also registered broker representatives.

Independent Financial Partners advisors by city in California

Every firm in California →

Glendale 1Irvine 1San Diego 1Santa Ynez 1Torrance 1

Independent Financial Partners advisors in California, A to Z

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

Independent Financial Partners in other states

Florida 134Ohio 14Pennsylvania 14New York 13Georgia 10Kentucky 10Texas 8Kansas 6Maryland 6Connecticut 5Illinois 5Oklahoma 5Tennessee 5Wisconsin 5Colorado 4Michigan 4Minnesota 4Nebraska 4Alabama 3Arizona 3Iowa 3Louisiana 3North Carolina 3Washington 3

Questions

How many Independent Financial Partners financial advisors are in California?

5 investment adviser representatives are registered at Independent Financial Partners offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 289 at the firm nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Where in California does Independent Financial Partners have the most advisors?

Glendale, with 1, then Irvine (1). Independent Financial Partners has advisors in 5 cities in California.

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