Financial advisors in Monrovia, CA

54 advisors · page 2 of 2

Joseph Lee
Financial advisor at Transglobal Advisory, LLC
Transglobal Advisory, LLC · $58.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Julian Aguallo-Cruz
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kenneth Donckels
Financial advisor at Bfc Planning, Inc.
Bfc Planning, Inc. · $3.84B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kent Chung
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kexin Hou
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ling Lu
Financial advisor at Ifmgroup
Ifmgroup · $4M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Juloya
Financial advisor at Syndicated Capital, Inc.
Syndicated Capital, Inc. · $142M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Crow
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Liao
Financial advisor at Transglobal Advisory, LLC
Transglobal Advisory, LLC · $58.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nikolai Chuvakhin
Financial advisor at Fort Ross Capital Management, LLC
Fort Ross Capital Management, LLC · $16M AUM
Verified
View page Check on SEC IAPD ↗
Qi Fang
Financial advisor at Transglobal Advisory, LLC
Transglobal Advisory, LLC · $58.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rinaldo Ritonga
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Roxana Solorzano
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shahab Makanvand
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
View page Check on SEC IAPD ↗
Shang Lu
Financial advisor at Transglobal Advisory, LLC
Transglobal Advisory, LLC · $58.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shuning Li
Financial advisor at Transglobal Advisory, LLC
Transglobal Advisory, LLC · $58.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stuart Johnson
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sumant Pendharkar
Financial advisor at Transglobal Advisory, LLC
Transglobal Advisory, LLC · $58.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Todd Troutner
Financial advisor at Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC · $23.58B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Xiaomeng Dai
Financial advisor at Transglobal Advisory, LLC
Transglobal Advisory, LLC · $58.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Xin Guo
Financial advisor at Transglobal Advisory, LLC
Transglobal Advisory, LLC · $58.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Yang Gao
Financial advisor at Ifmgroup
Ifmgroup · $4M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Yao Lu
Financial advisor at Transglobal Advisory, LLC
Transglobal Advisory, LLC · $58.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Zhuoli Wang
Financial advisor at Transglobal Advisory, LLC
Transglobal Advisory, LLC · $58.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Monrovia, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

Browse every state at Find an advisor.

Financial advisors in Monrovia, CA.

How this list works

Before you hire an advisor in Monrovia, CA