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Best financial advisors in Aliso Viejo, CA

Registered advisers within 25 miles of Aliso Viejo, CA.

Offices
1,590
Firms
634
Combined AUM
$21.4T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,195,942 clients when Item 5C has a number
Avg / client
$6.70M
Combined AUM ÷ clients

Nearby offices

Firms

INFINITY FINANCIAL SERVICES ADVISORY
EMERALD BLUE ADVISORS
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
SKORHEIM WEALTH MANAGEMENT, LLC
PACIFIC PARK FINANCIAL, INC.
MANAGED ASSET WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
SPC
U.S. BANCORP ADVISORS, LLC
PACIFIC SUN FINANCIAL CORP
ALIGN WEALTH ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.

Investors

AVI CRANE
ROLA HAJEB
JEFF EDWARD LOWE
Hicham Nasreddine
Hooman Karbasion
SIMA MOZAFFARI
JAMES MICHAEL SKORHEIM
JAMES MICHAEL SKORHEIM
GARY AIREN GORDON
NORMAN CARL JOHNSON
FREDERICK DENEEN SANCHEZ
MARY JANE MAR
Jason Khing Ong
Carmencita Protacio Calaway
Jonathan David Goodwin
MITCHELL JEFFREY FISHER
KELLY CURTIS BRENNAN
NICHOLAS N/A YRIZARRY
BRIAN SCOTT MANDEL
NARINE K MARDANYAN
Kristen Nicole Spang
Tess Buenaventura
Brady S. Schrock
MICHAEL MISAK
Roberto E Valencia-Friderici
NormaJane E Soto
Gibran Le

Within 25 miles of Aliso Viejo, CA, Best Investors lists 634 registered investment advisory firms with 1,590 offices nearby, managing about $21.4T in combined regulatory AUM across 3,195,942 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Aliso Viejo

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM