Financial ADVSR advisor directory · SEC adviser records
Simplicity Wealth financial advisors
Every SEC-registered investment adviser representative at Simplicity Wealth, by the state and city of the office they work from.
228 registered advisors work at Simplicity Wealth, in 31 states and 87 cities; the most are in Summit, NJ (108). 32 list the CFP designation and 29 are also registered broker representatives.
Search every Simplicity Wealth advisor by name →Who joined and left Simplicity Wealth →Simplicity Wealth: assets, clients and custodians →
Cities with the most Simplicity Wealth advisors
Summit, NJ 108Denver, CO 15San Diego, CA 6Grand Rapids, MI 3Houston, TX 3Lincolnshire, IL 3Phoenix, AZ 3Clearwater, FL 2Lafayette, LA 2Mobile, AL 2Ocala, FL 2Pine Brook, NJ 2Scottsdale, AZ 2The Woodlands, TX 2Akron, OH 1Albuquerque, NM 1Alpharetta, GA 1Atlanta, GA 1Augusta, ME 1Avondale, PA 1Belvidere, IL 1Berkley Heights, NJ 1Bloomington, MN 1Boise, ID 1Carlsbad, CA 1Chardon, OH 1Charleston, SC 1Charlotte, NC 1Clinton, MA 1Colorado Springs, CO 1
Simplicity Wealth advisors by state
Simplicity Wealth in California 14
San Diego 6Carlsbad 1Encino 1Irvine 1La Verne 1Manhattan Beach 1Pleasanton 1Santa Ana 1Santa Clarita 1
Simplicity Wealth in Texas 10
Houston 3The Woodlands 2Farmers Branch 1Kingwood 1McAllen 1Pearland 1Stephenville 1
Questions
How many financial advisors does Simplicity Wealth have?
228 investment adviser representatives are registered with Simplicity Wealth, according to the SEC's Investment Adviser Public Disclosure records, in 31 states and 87 cities. 32 list the CFP designation and 29 are also registered as broker representatives.
Where does Simplicity Wealth have the most advisors?
Summit, NJ, with 108 registered advisors, then Denver, CO (15). By state, New Jersey has the most, with 112.
How do I find a Simplicity Wealth financial advisor near me?
Pick your state below, then your city, to see every Simplicity Wealth advisor registered at an office there. Each one 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. An advisor registered at Simplicity Wealth offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →