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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

OSAIC WEALTH, INC.
CAPITAL PLANNING GROUP, LLC
CITIGROUP GLOBAL MARKETS INC.
LPL FINANCIAL LLC
THOMAS INVESTMENT ADVISORS LLC
YAYATI ASSET MANAGEMENT, LLC
LOCKERMAN FINANCIAL GROUP, INC
NEWPORT WEALTH ADVISORS, INC.
SHI SANCHEZ CAPITAL MANAGEMENT LLC
WHITTIER ADVISORS, LLC
HAVAPLAN FINANCIAL
PRUDENCE US MANAGEMENT, LLC
SAGEVEST FINANCIAL ADVISORS, LLC
ALPHA FUND MANAGEMENT LLC
MALIKA CAPITAL LLC
OLD WORLD FINANCIAL ADVISORS
PRUVISE
AMERIPRISE FINANCIAL SERVICES, LLC
AMERICAN FUNDSTARS
LEGACY WEALTH MANAGEMENT, LLC

Investors

STEPHEN EDWARD SUZUKI
MATTHEW DYLAN CRANDALL
Jeremie James Moe
Daniel Charles Thomas
Jeremiah Harrison Chafkin
JOON CHOL HYON
JOHN A. RAMEY
MILAN RAJ PATEL
Rajeev Ranjan Sharan
LISA LYNN LOCKERMAN
LAWRENCE MICHAEL DEPAUL
SURYA JOSHUA KANE METZLER
David Harlan Hatch
MATTHEW SCOTT SMITH
MARY THERESA GIBSON
Joseph Anthony Puritt
Matthew Scott Albrecht
MASON LANE CARPENTER
Hayden Beckett Jankoski
Natalie Rose Anselmo
Christopher Bouffier
Laurie Drucker Dubchansky
Thomas Robert Anderson
EDWARD ANDRES RUNYON
RAJKO NOVAKOVICH
CARL JAMES FERNANDEZ
KRISTOPHER ALBERTO DE LA PENA
Bryce Johnson
Isaiah Read
MICHAEL EDWARD SCHMITT
LACHLAN Anthony KAISER
Chooi Mei Thoe
Fan Feng
Nancy Minyi Zheng
BABAK KOOROS

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