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Best financial advisors in Buellton, CA

Registered advisers within 25 miles of Buellton, CA.

Offices
41
Firms
22
Combined AUM
$7.82T
Firm-wide filings, not assets booked only here
Clients
1.22M
1,219,573 clients when Item 5C has a number
Avg / client
$6.42M
Combined AUM ÷ clients

Nearby offices

Firms

FINANCIAL TELESIS COMPANY
LPL FINANCIAL LLC
EDWARD JONES
ONEDIGITAL
INDEPENDENT FINANCIAL PARTNERS
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
CENTRAL COAST TAX & FINANCIAL SERVICES
J.P. MORGAN SECURITIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

JEFFREY WILLIAM LITTLE
JAVIER TRUJILLO
Kelly R. Hunziker
JORGE ARMANDO MORALES
GARY SCOTT MORROW
James Matthew Watts
KELSEY CHRISTOPHER BENGOA
Christen Andrew Nielsen
BRADLEY DARREN SICOFF
Bruce Porter
Leslie Ann Swartwood
Mark Joseph Kavaloski
Loren James Grabau
Joshua Zebley
GARRETT LOREN SABIN
Yasser Itani
WARREN VICTOR EINOLANDER
JOHN EDWARD PUSCHECK
David R Harridge
Thomas Woodard
JEFF RICHARD KOESTER
JULIA GRACE TIPOLT

Within 25 miles of Buellton, CA, Best Investors lists 22 registered investment advisory firms with 41 offices nearby, managing about $7.82T in combined regulatory AUM across 1,219,573 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 Buellton

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM