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Best financial advisors in Belmont Shore, CA

Registered advisers within 25 miles of Belmont Shore, CA.

Offices
2,406
Firms
886
Combined AUM
$25.7T
Firm-wide filings, not assets booked only here
Clients
3.21M
3,207,676 clients when Item 5C has a number
Avg / client
$8.00M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
APIIS WEALTH MANAGEMENT CORP.
CITIGROUP GLOBAL MARKETS INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
U.S. BANCORP ADVISORS, LLC
PFS INVESTMENTS INC.
VIRTUE CAPITAL MANAGEMENT, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
PERENNIAL FINANCIAL SERVICES
J.P. MORGAN SECURITIES LLC
LPL ENTERPRISE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BRAZEN CAPITAL, LLC
AEGIS ASSET MANAGEMENT, INC.

Investors

MICHAEL JOHN PERRY
HARINNE LEE KIM
EDWIN VAN ES
GABRIEL MARTIN
Blal Said
ELIJAH GRANT GOBLE
CHARLOTTE HUANG
WILLIAM ARTHUR OSLAND
JEFFERY GR GOBLE
GIESELLA ANNE EARLEY
EUGENE K LAM
PAUL SING-SHUN SUNG
Mai Nghiem
GARRETT H BERRY
Eric Chen
lin lin
LONG NGUYEN
YAN LAN
BO DANIEL JENKINS
Stephanie ANN Saccone
Felix Kwok Ho Yue
GILBERT ROWLAND HESS
Amber He
Andrew K Greenhalgh
Rodrigo Muro
Xinyu Zhang
ROBERT COLE MCCAULEY
ALAN JAY GOLDBERG
MATTHEW DYLAN CRANDALL
JUAN RAMON GUZMAN
LINXIN CHEN
VICTOR HUGO AVILA
Linda E-Ting Wang
Esther Ebo
WILLIAM SHYAN CHAN
BRYTON LAM
CATHY HA
CARLOS MAURICIO OCAMPO
MICHAEL COLLINS
Khashayar Emrani
YIWEI LI
ZHUOLIN HU
EDGARDO Luis ORTIZ FLORES
Guillermo Said Sotelo Baizan
NINA SANTICH
James Sungjin Suh
CONNIE PHAN
Andy An Trinh
Christy Isordia
Juan Galvez
MARION MANAHAN
TOAN BAO NGUYEN
Erik Eriberto Johnson
Quang Mike Duc Tran
THANE STUART MCCREADY
LUIS RAUL ORTIZ-MARIN
Wesley G Sullivan
GABRIEL JIMENEZ
CORINNE EMIKO DOI-MAJORINO
ROY NHIEN LUU
Diana Jye CHIEN
DAVID R MILLER
JOEL FELIX GUERRA
ERIC LAMAS
Edgar Flores
DAVID MICHAEL PILLER
KENNETH JOSEPH CATANZARITE

Within 25 miles of Belmont Shore, CA, Best Investors lists 886 registered investment advisory firms with 2,406 offices nearby, managing about $25.7T in combined regulatory AUM across 3,207,676 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 Belmont Shore

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

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM