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

Wealth Teams Alliance financial advisors

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

11 registered advisors work at Wealth Teams Alliance, in 3 states and 5 cities; the most are in Irvine, CA (7). 2 list the CFP designation and 0 are also registered broker representatives.

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

Cities with the most Wealth Teams Alliance advisors

Irvine, CA 7Bakersfield, CA 1Corbett, OR 1Rancho Palos Verdes, CA 1Spicewood, TX 1

Wealth Teams Alliance advisors by state

Wealth Teams Alliance in California 9

Irvine 7Bakersfield 1Rancho Palos Verdes 1

Wealth Teams Alliance in Oregon 1

Corbett 1

Wealth Teams Alliance in Texas 1

Spicewood 1

Questions

How many financial advisors does Wealth Teams Alliance have?

11 investment adviser representatives are registered with Wealth Teams Alliance, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 5 cities. 2 list the CFP designation and 0 are also registered as broker representatives.

Where does Wealth Teams Alliance have the most advisors?

Irvine, CA, with 7 registered advisors, then Bakersfield, CA (1). By state, California has the most, with 9.

How do I find a Wealth Teams Alliance financial advisor near me?

Pick your state below, then your city, to see every Wealth Teams Alliance 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 Wealth Teams Alliance 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 →