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Best financial advisors in Brea, CA

Registered advisers within 25 miles of Brea, CA.

Offices
2,509
Firms
845
Combined AUM
$27.1T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,194,682 clients when Item 5C has a number
Avg / client
$8.49M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
OSAIC WEALTH, INC.
STRATEGIC ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
SJ BRIDGE CAPITAL, INC.
OAKTREE WEALTH GROUP INC.
DEP CAPITAL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
UBS FINANCIAL SERVICES INC.
CWM, LLC
WELLS FARGO CLEARING SERVICES, LLC
OSAIC INSTITUTIONS, INC.
LIFEWORKS ADVISORS, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Daniel J Duffy
KEVIN SCOTT ETTER
GEORGE ROBERT VEATER
NICHOLAS GOMES
ALEX BASMADJIAN
FRANK CHASE GOLIGHTLY
DIANE MICHELLE GUTIERREZ
ESHA Sashil CHANDRA
RYAN ALI REDJAIAN
EDWARD CHO
CORNEL CATRINA
KEVIN PETER GOODMAN
TIM CHU
CHRISTOPHER KISLIG
RODOLFO VALLEDOR AQUINO
MATTHEW TRAN
SINAHY JOSUE LUNA
BRANDON ROBLES
GARRETT TUCK
SANDRA M KASSIS
HANNAH POZZEBON
CARLY PECK
POLUS MING SHYH TING
OSVALDO MACIAS
MAEGAN SLOGGETT
NICOLAS ALAMILLO
MATTHEW JON MATIAS
VICTORIA CATANESE
BERTRAND BRISBANE
AMANDA MICHELE MERCIER
ANDREW GIOVANI HUERTA
MARIA L VARGAS
HIDI LEAVITT SCHUYLER
ANDREW SCHROEDER
HAI DAO
SAMUEL PRESTON WATTS
JOHAN KIM
FRANCIS PAUL PONZIO
LUCA GANDOLFI
ANALI ELIAS
LOGAN COLE FRITZE
DIANE LEBEAU VIADERO
Matthew Robert William Andre-Burns
Bruce Davis Lien
DAVID YOON CHONG
YVETTE JURADO GARCIA
GINA WELCH
SUSAN L. TUNELL
LISA L. MILLER
LIVMILLIE JACOBE ARIAS
EVAN FUWEN LING
AMY MEI
JOHN J. COWLEY
ORESTE A. VOLKERT
BENJAMIN JUN-WEY LING
SHAWNA J. GWIN
Mane Aslanian
Felix Ting-Wey Ling
TZU JUNG HUANG
RODNEY LEE ENGEL
JENNIFER HO
TIMOTHY M WU
NATHANIEL PHILLIP NESBITT
ROBERT A. RUMISHEK
ALEXANDER P. VELTO
DOMINICA L HENDERSON
JEANNETTE MARIE DOBBYN
KENNETH DAVID IBBETSON
ERIC WILLIAM BEATTY
BENJAMIN DOMINGUEZ
STEPHAN JOHN SHATYNSKI
STACY RENEE STRYKER
DAVID SUK KO
BRENDA NAVARRO
ADRIAN MONTECINOS
DANOVA GARY CHOW
KEVIN LUU
KATHLEEN LUU CHOU
Leyton David Bohren
Cynthia L Rich
Scott T Macbeth
CHARLES K CHEN
WENDY HO HUNG
Eric Yean
CHRISTIAN F CRUZ
SHUN SUN
Joshua JUN Lee
Christian G Lopez-Alavez
Daniel Mark Tomlinson
Avani Kothari
Kyle F Ergas
SANDY ANN GAGE
JOSEPH BINGFAI YU
ALAN NAKAMURA
MINDY LIU CUTLER
Sammie Kothari Peng
Sharon Chen
JOSHUA BRIAN MURTY
DAVID NATHANIEL KRAKE
JOANNA CORREA
CYNDIE HUANG
HANNAH ETHERSON
COLIN THOMAS BABB
MARIA ANG LAIGO
ERIN NICOLE GOODRICH
Makandal S Pierre
BRENT R GAGE
Johnny Le
ERICA PITRONE
SHAUNA R CASTRO
EMILY CHON
MITSUE YANG
ANTHONY SANCHEZ
Lindsey Irene Clark
Bryson Matthew Harnett
Alex E Paredes-Malaga
David Alexander Rodriguez
SONNY S KOTHARI
Anthony John Harnett
Chuck M Ives
CYNTHIA WA WONG
JOHN RICHARD DAUPHIN
Gilbert Fung
DEBBIE CHIEN-CABUDOL
Mohammad Jabbari
Jose Emmanuel Carrillo
Lauren M Wong
BARRETT P JACKSON
NI LIANG
Yuanyuan Liu
Vicente Funes
Kalvin Cruz
Gary Potter
MICHAEL JOHN HULLEY
Alexander Chen
JOSEPH GARZA
KURT CHEN
William Joseph Murray
DOUGLAS EDWARD NORMAN
ELIZABETH GRACE NORMAN

Within 25 miles of Brea, CA, Best Investors lists 845 registered investment advisory firms with 2,509 offices nearby, managing about $27.1T in combined regulatory AUM across 3,194,682 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 Brea

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 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM