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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

KOVACK ADVISORS, INC.
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
A.G.P. / ALLIANCE GLOBAL PARTNERS
WESTSHORE WEALTH
LPL FINANCIAL LLC
SPECTRUM ASSET MANAGEMENT INC
TRIAD INVESTMENT MANAGEMENT, LLC
FLATROCK WEALTH PARTNERS LLC
VERACITY CAPITAL LLC
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
INTEGRATED WEALTH CONCEPTS LLC
BEAU CAPITAL LLC

Investors

RALPH GERARD ADAMO
RAYNA ELMENDORF
WILLIAM THOMAS TONER
PATRICIA F TONER
WILLIAM THOMAS TONER
JONATHAN PAUL STOUFFER
ANDREW ANTHONY OBRIEN
KAREN ELIZABETH FLOWERS
NEDDIE JAMES BOKOSKY
MICHAEL HENRY GABRIELIAN
BRADLEY ROSS BEHRENDT
JAMES PATRICK MCCLOSKEY
MAI LE NGUYEN
SEAN CONLEY MCCLOSKEY
SARAH ELIZABETH STOUFFER
ANTHONY SCULLY HOVORKA
GEMMA TERESA SNELL
DARYL MARTIN TUSA
ERIN MCKENZIE Macneill
SCOTT DAVID PETERSEN
TAEYOON KIM
NICHOLAS CLARK LASATER
Brandon K Kepley
Justin Matthew Hess
Matthew Scott Freeman
Sebastian Hong
Seth Walston
Kevin OToole
BRIAN EDMUND MCNULTY
KENNETH WAYNE PETERSEN
CATHY LYNN FITZPATRICK
RICHARD ANTHONY SCHIENDLER
BRIAN LEE FREEMAN
Dustin Slinkard
Kyle Wong
Timothy Bush
CHRISTOPHER ALLAN YOUNG
BRANDON AN
YAN ZHANG
Zheng Wang
ERIC DANIEL STEINGRUEBNER
ELISA MARIE STEINGRUEBNER
Kamren James Barkus
THOMAS HOWARD ARTHUR
HEMANT KATHURIA
Nikhil Kathuria
JONATHAN JOSEPH MENDIOLA
CHRISTOPHER JOHN RIEGER
KENNETH JAMES BARKUS
ROGER DANIEL FOLLIS
DAVID ECHEVERRIA
JACOB D HESKETT
RYAN Scott ORNELLAS
RYAN S BRIZENDINE
RYAN BYRON MCGUIRE
ROB MARVIN SIGLER
BRIAN GREGORY SIGLER
DAVID EVERETT MCKENZIE
TONY KYUWHAN JUNG
Ty Eric Neubauer
MICHAEL JAMES OTTMAN
NANCY JANE HOWARD
RYAN LEE KELLY
MITCHEL EVAN NEEDELMAN
Garrett James Peterson
LISA SUZANNE SHARP
JOHN EDWARD HELDMAN
DAVID MICHAEL HUTCHISON
KEVIN MICHAEL WINTERS
John Michael West
MARK MAMORU MITAMURA
DAVID MUNHO CHOI
WHITNEY CHRISTINE MASSEY
Michael Jonathan Mess
Katherine Marie Hooper
Nataliia A Romriell
Gregory James Nugent
Charles Anthony Vickery
Timothy A Yost
PETER RANDALL ZIERHUT

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