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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Steward Partners Investment Advisory, LLC financial advisors in California

Every SEC-registered investment adviser representative at a Steward Partners Investment Advisory, LLC office in California, by city and A to Z.

The short answer

3 registered advisors work at Steward Partners Investment Advisory, LLC in California, out of 439 nationwide; it's the firm's number 23 state by advisors, and the most are in Danville (1). 0 list the CFP designation and 3 are also registered broker representatives.

Steward Partners Investment Advisory, LLC advisors by city in California

Every firm in California →

Danville 1San Ramon 1Stevenson Ranch 1

Steward Partners Investment Advisory, LLC advisors in California, A to Z

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Steward Partners Investment Advisory, LLC advisors in every state →Steward Partners Investment Advisory, LLC: assets, clients and custodians →Steward Partners news and advisor moves →Advisor Moves: who changed firms this week →

Steward Partners Investment Advisory, LLC in other states

Connecticut 198Florida 32Oregon 22Virginia 16New Hampshire 14New Jersey 14District of Columbia 12New York 11Georgia 10Maryland 10Texas 9Alabama 8Massachusetts 8North Carolina 7Tennessee 7Wisconsin 7Louisiana 6Maine 6Ohio 6Missouri 5Colorado 4Arizona 3Michigan 3Pennsylvania 3South Carolina 3Washington 3

Questions

How many Steward Partners Investment Advisory, LLC financial advisors are in California?

3 investment adviser representatives are registered at Steward Partners Investment Advisory, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 439 at the firm nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Where in California does Steward Partners Investment Advisory, LLC have the most advisors?

Danville, with 1, then San Ramon (1). Steward Partners Investment Advisory, LLC has advisors in 3 cities in California.

How do I check a Steward Partners Investment Advisory, LLC 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 Steward Partners Investment Advisory, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.