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Best financial advisors in Cardiff By The Sea, CA

Registered advisers within 25 miles of Cardiff By The Sea, CA.

Offices
1,336
Firms
551
Combined AUM
$18.8T
Firm-wide filings, not assets booked only here
Clients
91.8M
91,847,848 clients when Item 5C has a number
Avg / client
$204.2K
Combined AUM ÷ clients

Nearby offices

Firms

BRIDGEPORT MANAGEMENT SERVICES C LLC
BRIDGEPORT MANAGEMENT SERVICES, LLC
EDWARD JONES
PACIFIC ROCK CAPITAL, LLC
TORREY CAPITAL INVESTMENTS
SEAWISE FINANCIAL, INC.
ARCADIA PRIVATE WEALTH LLC
LPL FINANCIAL LLC
CORNELL CAPITAL GROUP LLC
DE VRIES ASSET MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LONGHOUSE WEALTH MANAGEMENT
INDEPENDENT WEALTH SOLUTIONS
SWEETWATER PRIVATE EQUITY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
U.S. BANCORP ADVISORS, LLC
KELLY FINANCIAL GROUP LLC

Investors

Dylan Joseph Trauger
CHRISTOPHER THOMAS DONNELLY
JACQUELINE BABETTE KARNAVAS
TIMOTHY PATRICK KENNEY
Roxanne Fiona Desouza
GRANT ALLAN WEBSTER
JEFF COREY PRICHARD
Shaun Clinton Cornell
Andrew Cornell
Dekker Jag Stebel
BRYAN MICHAEL STEBEL
DARREN DEVRIES
KATELIN GRACE BEACH HARLAN
Dean Vincent Ferraro
John Michael Ferraro
Maxwell Wittenberg
MINJOO JEONG
Rene Alfredo Gonzalez
Brandon Stuart Linster
SEAN MICHAEL KELLY
Lisa Mae Trapp

Within 25 miles of Cardiff By The Sea, CA, Best Investors lists 551 registered investment advisory firms with 1,336 offices nearby, managing about $18.8T in combined regulatory AUM across 91,847,848 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 Cardiff By The Sea

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM