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Best financial advisors in Capistrano Beach, CA

Registered advisers within 25 miles of Capistrano Beach, CA.

Offices
1,168
Firms
540
Combined AUM
$21.5T
Firm-wide filings, not assets booked only here
Clients
3.18M
3,181,776 clients when Item 5C has a number
Avg / client
$6.75M
Combined AUM ÷ clients

Nearby offices

Firms

GLOBAL RETIREMENT PARTNERS LLC
LEGACY PCG, LLC
TIDECREST WEALTH MANAGEMENT, LLC
ROTH CAPITAL PARTNERS, LLC
EAGLE STRATEGIES LLC
UBS FINANCIAL SERVICES INC.
IEQ CAPITAL, LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
XWEALTH
RIMROCK CAPITAL MANAGEMENT LLC
NWF ADVISORY SERVICES INC

Investors

MICHAEL STUART RANKIN
Henry Dean Levis
Troy Harrison Brown
DAVID ROBERT WAGNER
TRENT Christian KOLDEN
Kathleen Carey Fox
John J Choi
Jeffrey Thomas Kuhn
ANDREW ELLIS MCREYNOLDS
GUILHERME PINTO JUBRAN
Melissa Kenshalo
CHRISTOPHER L PITZAK
TONY YOUNG
Kelli Elisabeth Baumgardner
EDWARD SAUL LEVIN
JAY DOHRN BAUMGARDNER
CHRISTOPHER WILLIAM WEBER
Brian Andrew Weber
Joseph Curran Shaw
David Qiang Kuang
Reid Chase
DAVID LOUIS LEVINE
MICHAEL M MIREMADI
TARA EVE SANTORA
Rodelyn Andres Kupfersmid
STEVEN JEFFREY WEBER
Susanna Pena Lund
RYAN ERIC HOLLAENDER
LAURA ANN BORETSKY
Samantha Katherine Hodges
R L FORREST
JOSEPH MICHAEL STEPHENS
SARAH W ROBINSON
DAVID REIN FORREST
ROUBINA KURKJIAN
WESLEY JAMES SUTTON
HEATHER MARIE HILARIO
BLAKE L FOSTER
DIANE LARA
JEFFERY CLYDE HAMILTON
Daniel Micah Stevens
Caden Marques Smaker
Devyn Vasiliki Marinos
DAN MICHAEL GALLAGHER
BARRY FREDERIC PORTER
KARIN LEANN JACKMAN
GRETCHEN SUE BUEHNER
TERESA M UZETA
DAVID ALAN SELIG
THOMAS EDWARD PODMAJERSKY
JAMEE F RUSH
RONNELL S HOELTJE
CHRISTOPHER R ROBERT BRYAN
NICHOLAS R VILLASENOR
ADAM KOYANAGI
GARTH ALLAN
CASEY THOMAS WILLIAMS
NILA CARISSA VILLASENOR
TIMOTHY T THATCHER
JASON MALONE SABAUGH
CARINA BAGBOUDARIAN
TRAVIS Lee SMITH
JO-ANNE L GUINANE-JONES
CHRISTOPHER P HEINTZ
ANDREW WILLIAM PAYNTER
Victor Andre Andre Morales
Dean Riley
Spencer Joshua Alden
Lara Anne Pokutta
JAMES BRADLEY AXELSON
RAYMOND MORALES LEJANO
PANFANG FU
KATHLEEN JOANNA HOWARD
ROBERT PIERCE ALLEN
JAMES C RILEY
ALICE ABDALIAN
BRIAN PATRICK GOODING
MICHAEL ALEXANDER GIUNTINI
TYLER SMITH
JUNE BRENDA BAHR
MARC LEWIS FOSTER
BRIAN HENDERSON
TIMOTHY NEES BREMNER
GIANNA DARLENE DRAKE-KERRISON
BYRON THOMAS SHEFFIELD
SAMUEL JEFFREY DAVIDSON
STEVEN LEE SMITH
Demetrio Henry Kerrison
TIMOTHY PARSON MARSHALL
CATHERINE WATSON RUSK
AUSTIN ROBERT DELVE
Andrew Yanway Low
THOMAS R HAWKINS
Vijaykrishna Sadagopan
ALEXANDER GENE MONTANO
JACOB EGAN FRANK
DUSTIN FERNANDO CABRERA
JOSEPH GEORGE REAGOR
JON THOMAS DUNAVOLD
DOUGLASS JOHN COSGROVE
STEVEN JAMES STAUFF
JOHN JOSEPH WEBER
NAZAN AKDENIZ
KRISTIN DIANE LAMARCHE
Zachary Lyle Roberts
Tyler Meeken
Drew S. Stallings
Joe Charboneau
Reuel Chang
ALLEN CHENG TSAI
RICHARD HONG
SHUPING SHEN
HOWARD HAO-CHUNG HSIEH
Jingxi Chen
Joseph Alexander Vedell
CHRISTOPHER LEE CHESTER
DAVID HANIBAL EDINGTON
STEPHEN ANDREW FOULKE
Kira Hoffman
PAUL CYRIL WESTHEAD
JORDAN D HUGHES
Carl Svahn
SCOTT BRIAN DUBCHANSKY
GARY DOMVILLE ROBERTSON
Carl Cheng
Jack Chen
Xiwen Zhang
KEVIN CHEN
David Kwak

Within 25 miles of Capistrano Beach, CA, Best Investors lists 540 registered investment advisory firms with 1,168 offices nearby, managing about $21.5T in combined regulatory AUM across 3,181,776 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 Capistrano Beach

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