Best Investors Account Sign in

Best financial advisors in Avila Beach, CA

Registered advisers within 25 miles of Avila Beach, CA.

Offices
125
Firms
62
Combined AUM
$10.0T
Firm-wide filings, not assets booked only here
Clients
2.44M
2,435,363 clients when Item 5C has a number
Avg / client
$4.11M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CW ADVISORS, LLC
CERITY PARTNERS LLC
EDWARD JONES
PHILLIP B. WHITE CO., INC
BURKART & STEVENS WEALTH MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIGHT BRAIN MONEY
SIERRA SHORE FINANCIAL
AMERIPRISE FINANCIAL SERVICES, LLC
INDEPENDENT FINANCIAL GROUP, LLC
EP WEALTH ADVISORS
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NWM ADVISORS, LLC
SAN LUIS WEALTH ADVISORS
RAYMOND JAMES & ASSOCIATES, INC.

Investors

SHERI NICOLE LEVEILLE
CHRISTOPHER JOHN BLEUHER
PATRICK DANE CORRIGAN
Kyran Million
JESSICA L. FETCHO
David Arlin Gaddis
Luke C Painter
ZACHARY JOSEPH WHITE
BRUCE DAVID WHITE
COLE ANDREW STEVENS
BRIAN MICHAEL WIESE
Joshua Irwin Rocha
FRANCIS JOSEPH SHEPARD
CHRISTINE MARY WOMACK
SHAWN ALAN MURPHY
Moyses Muguira
Nolberto Chavez
GREGORY JACK BAKER
EDWARD ALAN HOLLETT
Sawyer Michael May
ERIKA DAGMAR BYLUND
MATTHEW RANDALL WILSON
Megan Ashley Carden
COLE VANESSA ALLSHOUSE
JOAN CLARE WENGLIKOWSKI
NORMAN DILLON MCGILL
ROBERT J PRIOLA
Stuart Campbell
Tawnee A Hosick Evers
RYAN GREGORY CURTIS
Marcus Allen Lane
James Gregory Turner
DANIEL SEAN MARTIN
SANDRA HEDSTROM WHEELER
HARRY EDWARD FISCHER
SANDRA SUE SAILER
Christian Andrew Datu
Sergio P Holguin
KEVIN MARK NICHOLS
JENNIFER LYNN CHESINI
RASHEEM LAMONTE BANKS
BRADLEY JUDSON GOODWIN
LUKE DAVID KITTINGER
Meredith Karman Collins
Joel Daniel Askew
Gavin Willard Benbrook
Edward Steven English
Corban Lethcoe

Within 25 miles of Avila Beach, CA, Best Investors lists 62 registered investment advisory firms with 125 offices nearby, managing about $10.0T in combined regulatory AUM across 2,435,363 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 Avila Beach

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM