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Best financial advisors in Capo Beach, CA

Registered advisers within 25 miles of Capo Beach, CA.

Offices
1,167
Firms
539
Combined AUM
$21.2T
Firm-wide filings, not assets booked only here
Clients
3.18M
3,181,767 clients when Item 5C has a number
Avg / client
$6.66M
Combined AUM ÷ clients

Nearby offices

Firms

PRINCIPAL SECURITIES, INC.
ON INVESTMENT MANAGEMENT CO
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIGROUP GLOBAL MARKETS INC.
J.P. MORGAN SECURITIES LLC
ANFIELD CAPITAL MANAGEMENT, LLC
REGENTS PARK FUNDS, LLC
RX3, LLC
ULTRA ADVISORY GROUP
CETERA INVESTMENT ADVISERS LLC
VIRTUE CAPITAL MANAGEMENT, LLC
WORLD INVESTMENT ADVISORS, LLC
RAMPART ASSET MANAGEMENT LLC
BUCHANAN STREET PARTNERS, L.P.
PROSPERITY WEALTH PLANNING LLC
BEAU CAPITAL LLC
INDEPENDENT FINANCIAL GROUP, LLC

Investors

MONICA YUEN-FUN YEUNG
REX BEHRASHI
KAIPING KENNETH WU
Yanni Z Chan
WARREN CHANG
AMIR N BOGHDADY
JULIE XIANG
Jingxian Yu
Stephanie Luo
VALERIE V BOZICH
Scott Brenner Jacobs
Jesse Ku
KEVIN RICHARD VANDERBILT
BRYAN CROSS GOULD
ROBERT ANTHONY NEVAREZ
GAL GALI HOREV
STEPHEN PAUL BECKER
Travis O'Dell Tullock
Carl Eugene Spangler
DOYLE LAVERN HOLMES
RAYMOND BRUCE DIETZ
JACOB WILLIAM AGUILERA
DALIA BADAJOS
JEFFREY KENNETH BOGDAN
STACIE TANAKA
JOHN JOSEPH AGUILERA
ANTHONY JOSEPH COCO
JAMES VICTOR BOGDAN
DESIREE MARIE LASIEWSKI
Ava Elizabeth Pompay
Robert Easton Price
BRANDON AN
YAN ZHANG
Zheng Wang
JOHN HERBERT CADWELL

Within 25 miles of Capo Beach, CA, Best Investors lists 539 registered investment advisory firms with 1,167 offices nearby, managing about $21.2T in combined regulatory AUM across 3,181,767 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 Capo 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