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Financial ADVSR advisor directory · SEC adviser records

Savant Wealth Management financial advisors in California

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

The short answer

4 registered advisors work at Savant Wealth Management in California, out of 370 nationwide; it's the firm's number 8 state by advisors, and the most are in Fullerton (1). 3 list the CFP designation and 0 are also registered broker representatives.

Savant Wealth Management advisors by city in California

Every firm in California →

Fullerton 1Los Gatos 1Thousand Oaks 1Walnut Creek 1West Lake Village 1

Savant Wealth Management advisors in California, A to Z

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

Savant Wealth Management in other states

Illinois 221Massachusetts 23Alabama 19Pennsylvania 16Wisconsin 14Minnesota 8Rhode Island 6Florida 5Georgia 5Iowa 5Texas 5Virginia 5Delaware 4Maine 4Michigan 4North Carolina 4Oklahoma 4

Questions

How many Savant Wealth Management financial advisors are in California?

4 investment adviser representatives are registered at Savant Wealth Management offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 370 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in California does Savant Wealth Management have the most advisors?

Fullerton, with 1, then Los Gatos (1). Savant Wealth Management has advisors in 5 cities in California.

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