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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Martin & Company financial advisors in California

Every SEC-registered investment adviser representative at a Martin & Company office in California, by city and A to Z.

The short answer

4 registered advisors work at Martin & Company in California, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Valencia (4). 1 list the CFP designation and 0 are also registered broker representatives.

Martin & Company advisors by city in California

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Valencia 4

Martin & Company advisors in California, A to Z

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Questions

How many Martin & Company financial advisors are in California?

4 investment adviser representatives are registered at Martin & Company offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in California does Martin & Company have the most advisors?

Valencia, with 4. Martin & Company has advisors in 1 city in California.

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