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Best financial advisors in Camarillo, CA

Registered advisers within 25 miles of Camarillo, CA.

Offices
451
Firms
197
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,676,724 clients when Item 5C has a number
Avg / client
$5.44M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
CRUDEN BAY INVESTMENT MANAGEMENT, LLC
VILLAGE WEALTH ADVISORS
INFLECTION RETIREMENT SERVICES
VENADO INVESTMENT ADVISORS LLC
LUPU FINANCIAL
ETF PORTFOLIO MANAGEMENT LLC
REGAL INVESTMENT ADVISORS LLC
ONE CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
TOTAL WEALTH SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ALTERI WEALTH
COOPER MCMANUS
UBS FINANCIAL SERVICES INC.

Investors

Peter Michael Gould
Alice Rieckmann
Christian Gomez
Chase M. Walian
Matthew R. Miles
ORIN ALAN WINICK
JACOB FURLOW
Natalie Krouth
Eva Rhodes
Andrew M. Nakagawa
DENNIS MICHAEL CLAPP
Sean Morreale
SEAN TRACY WISER
Thomas Christopoulos
Kyle P. Bobo
Brandon David Perdue
Michael Grosslight
Cory Colgan
ADAM RICHARD JOHNSON
MUSTAFA BHOLA
Patrick Erhart
Sean Laverty
Suranga Ganewatte
Michael Carner
Dilun Wu Cross
Noah Loimata Evaga
Katarina Ivanovich Kern
William H Lyman
Erik Sahakian
Elmira Lavi
Gregory Robert Shamoon
JONATHAN STEVEN HERSON
ANDREW DAVID LOWENSTEIN
Jacob Samuel Kester
SELWYN SAMUEL HERSON
JON Westfall COURTNEY
NAYIVI VERONICA VELEZ
ANDREW STEVEN BROOKS
Jamie Nyx Lovin
Jeffrey B Stoltey
GREGORY MARTIN TOPPE
FRANK J LUPU
DAVID SETH KREINCES
DON ROSS MARTIN
LAURA KATHLEEN ZIMMERMAN
DANIEL JOSE MEDINA
JOHN LEONARD GRACE
ANTHONY JOSEPH MARTINEZ
JOHN STEPHEN JANIOS
BRANDON M BERMAN
Keith Gray
Nicholas Giannakopoulos
Joseph Jordan Migdol
JACOB MAURICE FERRY
Ivan Tokarev
Jon Raymond Dahlstrum
DAVID TREJO
JACOB JACK DAHLSTRUM
MICHELLE R GRUBER
ALEX G MARKOWITZ
Matthew C Mullaly
CHRISTINA LINDSEY ORTA
SHANNON MARGARET BEAHAN
ALISSA ANNE KROEGER
PAUL JOSEPH VANACKER
Ryan Scott Bristol
Sylvia Rodriguez Flores
DIANE MARIE GALVIN
DAVID ELLIOT KRIGSTEIN
JOHN ALLEN SHORT
WILLIAM STEPHEN COSTAS
NATASHA TYAGI-GILBERT
JOAN A. STERN
BRANDI L SCHNATHORST
TIMOTHY GRADY MCNUTT
NARAYAN S PALLAVUR
Sonia Tyagi Culazzo
Courtney Kershaw
John Hampton Hagy
Thomas Flores
Dylan Watkins
LOUIS GEORGE SKERTICH
STEPHEN EUGENE HAGY
JAMES MARK LYON
ALAN S TORES
CHRISTOPHER GEORGE
RACHEL TORI CAIN
MICHAEL PARKER SHERMAN
LISA RENEE MONICA
DANIEL ALEXANDER SHORT
ROBERT STEVEN WEAVER
Daylen Reyes
JOSHUA WILLIAM CUMMINS
Juliana Barba
MEGAN HOPE LERMER

Within 25 miles of Camarillo, CA, Best Investors lists 197 registered investment advisory firms with 451 offices nearby, managing about $14.6T in combined regulatory AUM across 2,676,724 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 Camarillo

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T 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