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

Valmark Advisers, Inc. financial advisors in California

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

The short answer

21 registered advisors work at Valmark Advisers, Inc. in California, out of 267 nationwide; it's the firm's number 2 state by advisors, and the most are in Irvine (7). 6 list the CFP designation and 21 are also registered broker representatives.

Valmark Advisers, Inc. advisors by city in California

Every firm in California →

Irvine 7San Francisco 5Santa Ana 4San Jose 2Bakersfield 1Novato 1Santa Barbara 1

Valmark Advisers, Inc. advisors in California, A to Z

Search by name →

Valmark Advisers, Inc. advisors in every state →Valmark Advisers, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Valmark Advisers, Inc. in other states

Ohio 98Massachusetts 17Florida 13Maine 12Michigan 11Mississippi 10Wisconsin 10Kentucky 9Minnesota 8Texas 7Virginia 5North Carolina 4New York 4Pennsylvania 4Alabama 3Colorado 3Georgia 3Illinois 3Maryland 3Nebraska 3South Carolina 3

Questions

How many Valmark Advisers, Inc. financial advisors are in California?

21 investment adviser representatives are registered at Valmark Advisers, Inc. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 267 at the firm nationwide. 6 list the CFP designation and 21 are also registered as broker representatives.

Where in California does Valmark Advisers, Inc. have the most advisors?

Irvine, with 7, then San Francisco (5). Valmark Advisers, Inc. has advisors in 7 cities in California.

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