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

Osaic Wealth, Inc. financial advisors in California

Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in California, by city and A to Z.

The short answer

820 registered advisors work at Osaic Wealth, Inc. in California, out of 7,289 nationwide; it's the firm's number 1 state by advisors, and the most are in San Diego (49). 181 list the CFP designation and 817 are also registered broker representatives.

Osaic Wealth, Inc. advisors by city in California

Every firm in California →

San Diego 49Irvine 45Sacramento 27San Ramon 25Roseville 20Torrance 20Costa Mesa 18San Jose 18San Francisco 17Westlake Village 17Carlsbad 16Lafayette 16Walnut Creek 16Los Angeles 13Corona 12La Jolla 11Camarillo 10Campbell 10Fresno 10Tustin 10Woodland Hills 9Newport Beach 8Alamo 6Dana Point 6Folsom 6Lake Forest 6Livermore 6San Mateo 6Brea 5Danville 5Diamond Bar 5Laguna Niguel 5Napa 5Novato 5Oceanside 5Oxnard 5Pasadena 5San Clemente 5Anaheim 4Carmel 4Encino 4Glendale 4Hermosa Beach 4Huntington Beach 4Lodi 4Long Beach 4Mill Valley 4Milpitas 4Mission Viejo 4Modesto 4Orange 4Redlands 4Santa Barbara 4Santa Rosa 4Thousand Oaks 4Visalia 4Vista 4Yorba Linda 4Alameda 3Belvedere 3Beverly Hills 3Cameron Park 3Capitola 3Cypress 3Fair Oaks 3Fullerton 3La Mesa 3Los Alamitos 3Montecito 3Oakland 3Rocklin 3Salinas 3San Rafael 3Soquel 3Tracy 3Valencia 3West Covina 3Albany 2Aliso Viejo 2Anaheim Hills 2Antioch 2Aptos 2Belmont 2Carmichael 2Castro Valley 2Chico 2Claremont 2Daly City 2Davis 2El Dorado Hills 2El Segundo 2Elk Grove 2Fremont 2Hemet 2Hollywood 2La Verne 2Lancaster 2Los Gatos 2Mammoth Lakes 2Marina Del Rey 2Monterey 2Morgan Hill 2Orinda 2Palm Desert 2Pinole 2Placentia 2Pleasanton 2Rancho Murieta 2Rancho Santa Fe 2Riverside 2San Luis Obispo 2Santa Monica 2Saratoga 2Sherman Oaks 2Silverado 2South Pasadena 2The Sea Ranch 2Union City 2Westminster 2Wilton 2Yuba City 2Yucca Valley 2Agoura Hills 1Alhambra 1Arroyo Grande 1Azusa 1Bakersfield 1Belvedere Tiburon 1Ben Lomond 1Benicia 1Brentwood 1Burlingame 1Calimesa 1Chester 1Chino Hills 1Chula Vista 1Clovis 1Colfax 1Concord 1Coto De Caza 1Covina 1Culver City 1Cupertino 1Discovery Bay 1Dixon 1Dove Canyon 1Duarte 1Eastvale 1El Cajon 1El Dorado 1Escondido 1Fairfield 1Fillmore 1Foothill Ranch 1Foster City 1Garden Grove 1Glendora 1Grand Terrace 1Grass Valley 1Grover Beach 1Half Moon Bay 1Indio 1Inglewood 1Ione 1Kentfield 1Kingsburg 1La Palma 1La Quinta 1Laguna Hills 1Laguna Woods 1Lake Almanor 1Lake Mathews 1Lakeside 1Landers 1Manhattan Beach 1Martinez 1Monte Sereno 1Moraga 1Murrieta 1Nevada City 1New Port Beach 1Newark 1Newbury Park 1Norwalk 1Novata 1Ontario 1Pacifica 1Palo Alto 1Palos Verdes 1Petaluma 1Pismo Beach 1Pleasant Hill 1Prunedale 1Ramona 1Rancho Palos Verdes 1Rancho Santa Margarita 1Red Bluff 1Redwood City 1Richmond 1Rolling Hills Estates 1San Carlos 1San Dimas 1San Leandro 1

Osaic Wealth, Inc. advisors in California, A to Z (first 500 of 820)

Search by name →

Osaic Wealth, Inc. advisors in every state →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →

Osaic Wealth, Inc. in other states

New York 608Florida 465Texas 388Arizona 371Pennsylvania 314Ohio 310Wisconsin 300Minnesota 289Michigan 271Illinois 240New Jersey 233North Carolina 178Virginia 152Massachusetts 151Indiana 147Maryland 140Nebraska 137Georgia 130Tennessee 129Iowa 116Missouri 113Washington 113Colorado 112Kansas 98Connecticut 87Oregon 84South Carolina 72Alabama 65Oklahoma 65Kentucky 61Hawaii 55Louisiana 55Utah 55Montana 42North Dakota 37South Dakota 37New Hampshire 35Idaho 33Delaware 31Rhode Island 24Nevada 21West Virginia 17Arkansas 15Mississippi 15New Mexico 14Wyoming 12Alaska 11Maine 10Vermont 6

Questions

How many Osaic Wealth, Inc. financial advisors are in California?

820 investment adviser representatives are registered at Osaic Wealth, Inc. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 at the firm nationwide. 181 list the CFP designation and 817 are also registered as broker representatives.

Where in California does Osaic Wealth, Inc. have the most advisors?

San Diego, with 49, then Irvine (45). Osaic Wealth, Inc. has advisors in 203 cities in California.

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