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Best financial advisors in Balboa, CA

Registered advisers within 25 miles of Balboa, CA.

Offices
1,797
Firms
661
Combined AUM
$21.5T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,186,241 clients when Item 5C has a number
Avg / client
$6.74M
Combined AUM ÷ clients

Nearby offices

Firms

ELEVATE WEALTH ADVISORS, LLC
ASCENTIS INDEPENDENT ADVISORS, LLC
ONEAMERICA SECURITIES, INC.
LPL FINANCIAL LLC
ANFIELD CAPITAL MANAGEMENT, LLC
REGENTS PARK FUNDS, LLC
RX3, LLC
FAMILY WEALTH STRATEGISTS, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
ULTRA ADVISORY GROUP
CETERA INVESTMENT ADVISERS LLC
VIRTUE CAPITAL MANAGEMENT, LLC
WORLD INVESTMENT ADVISORS, LLC
RAMPART ASSET MANAGEMENT LLC
OSAIC WEALTH, INC.
MAUNA KEA CAPITAL LLC
TREUSSARD CAPITAL MANAGEMENT
BREAKWATER INVESTMENT GROUP, LLC

Investors

JAMES ANTHONY THORNTON
SHANNON ASHER KUJAWA
Jordan Vander Poorten
ELIZABETH CHRISTINA DE MURO
JIM RAMIEN FARHADI
REBECCA LU
ROBERT WESLEY HINKEL
DANIEL JAMES DUBOIS
SKY HIKARI TETSUKA
ANTHONY CODY LEE
STEPHAN PAUL GABRIEL
DAVID ROBBINS JERNIGAN
David B Dickerson
SHIRLEY ELIZABETH PADILLA
Desmond M Daly
Diana H Holiday
Eric Frontino
VARSHA NAMBIAR
KEVIN RICHARD VANDERBILT
Jeffrey Kent Olsen
PATRICIA ANN SCHULER
JOHN RANDALL CARTER
BRYAN CROSS GOULD
ROBERT ANTHONY NEVAREZ
GAL GALI HOREV
STEPHEN PAUL BECKER
Travis O'Dell Tullock
Carl Eugene Spangler
DOYLE LAVERN HOLMES
RAYMOND BRUCE DIETZ
JACOB WILLIAM AGUILERA
DALIA BADAJOS
JEFFREY KENNETH BOGDAN
STACIE TANAKA
JOHN JOSEPH AGUILERA
ANTHONY JOSEPH COCO
JAMES VICTOR BOGDAN
DESIREE MARIE LASIEWSKI
Jonathan Treussard
DAVID JEROME WALKUSH
LEILANI WILSON WALKUSH

Within 25 miles of Balboa, CA, Best Investors lists 661 registered investment advisory firms with 1,797 offices nearby, managing about $21.5T in combined regulatory AUM across 3,186,241 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 Balboa

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