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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

CWS CAPITAL PARTNERS LLC
CWS INVESTMENTS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VERAISON ASSET MANAGEMENT, LLC
NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC
CITIGROUP GLOBAL MARKETS INC.
DYDX CAPITAL, LLC
EDWARD JONES
WING
LIFETIME FINANCIAL, INC.
APC ASSET DEVELOPMENT I, LP
ARISTOTLE PACIFIC CLO ADVISER III, LLC
WINDJAMMER CAPITAL INVESTORS
PACIFIC PRIVATE FUND ADVISORS LLC
ARISTOTLE INVESTMENT SERVICES, LLC
ARISTOTLE PACIFIC CAPITAL, LLC
APC ASSET DEVELOPMENT II, LP
ARISTOTLE CAPITAL MANAGEMENT, LLC
THE WEALTH COLLABORATIVE, INC.

Investors

MARCUS JAMES LAM
Justin Patrick Leahy
STEVEN JAY SHERWOOD
GARY CHARLES CARMELL
MARK RYAN RUGGLES
MICHAEL JAMES BRITTINGHAM
MICHAEL ELMER ENGELS
Floyd Lawrence Schwartz
Trevor Lawrence Schwartz
PAUL JOSEPH HEGENER
MARYANN FERGUSON HARRISON
PETER THOMAS PEREZ
Blake Weston Nollenberger
BRUCE WESTON NOLLENBERGER
JAMES JOSEPH KLEM
Cameron Hume
Jeffrey Householder
Bryon Devon Pyle
RANDALL ALBERT LUEBKE
Yulia Grigorievna Ordway
JAMES MATTHEW ROSSI
SHARON RUTH HICKLIN
GARY LEONARD HICKLIN
DARREN M CANDIOTTY
LEONARD SIMON BAKKER
EVAN FRANCIS FRANCKS
RAJI OMAR MANASSEH
JEFFREY BYRON WHEELER
KRISTINE MARIE WALLINGTON
JEFFREY SCOTT ROBINSON

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