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Financial ADVSR advisor directory · SEC adviser records

Thepartners Wealth Management financial advisors

Every SEC-registered investment adviser representative at Thepartners Wealth Management, by the state and city of the office they work from.

The short answer

32 registered advisors work at Thepartners Wealth Management, in 6 states and 15 cities; the most are in Carmel By The Sea, CA (15). 4 list the CFP designation and 4 are also registered broker representatives.

Search every Thepartners Wealth Management advisor by name →Who joined and left Thepartners Wealth Management →Thepartners Wealth Management: assets, clients and custodians →

Cities with the most Thepartners Wealth Management advisors

Carmel By The Sea, CA 15Jacksonville, FL 2Miami, FL 2Thatcher, AZ 2Freehold, NJ 1Hackensack, NJ 1Mesa, AZ 1Pittsford, NY 1Ponte Vedra Beach, FL 1Ponte Verde Beach, FL 1San Diego, CA 1Sherman Oaks, CA 1Sinking Spring, PA 1St Johns, AZ 1Tucson, AZ 1

Thepartners Wealth Management advisors by state

Thepartners Wealth Management in California 17

Carmel By The Sea 15San Diego 1Sherman Oaks 1

Thepartners Wealth Management in Florida 6

Jacksonville 2Miami 2Ponte Vedra Beach 1Ponte Verde Beach 1

Thepartners Wealth Management in Arizona 5

Thatcher 2Mesa 1St Johns 1Tucson 1

Thepartners Wealth Management in New Jersey 2

Freehold 1Hackensack 1

Thepartners Wealth Management in New York 1

Pittsford 1

Thepartners Wealth Management in Pennsylvania 1

Sinking Spring 1

Questions

How many financial advisors does Thepartners Wealth Management have?

32 investment adviser representatives are registered with Thepartners Wealth Management, according to the SEC's Investment Adviser Public Disclosure records, in 6 states and 15 cities. 4 list the CFP designation and 4 are also registered as broker representatives.

Where does Thepartners Wealth Management have the most advisors?

Carmel By The Sea, CA, with 15 registered advisors, then Jacksonville, FL (2). By state, California has the most, with 17.

How do I find a Thepartners Wealth Management financial advisor near me?

Pick your state below, then your city, to see every Thepartners Wealth Management 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 Thepartners Wealth Management 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 →