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Best financial advisors in Cardiff, CA

Registered advisers within 25 miles of Cardiff, CA.

Offices
1,340
Firms
555
Combined AUM
$18.8T
Firm-wide filings, not assets booked only here
Clients
91.8M
91,847,859 clients when Item 5C has a number
Avg / client
$204.2K
Combined AUM ÷ clients

Nearby offices

Firms

ALLIANCEBERNSTEIN L.P.
INTEGRATED WEALTH CONCEPTS LLC
ERNST & YOUNG INVESTMENT ADVISERS LLP
CASTLE COAST WEALTH, LLC
CARTER FINANCIAL, LLC
STEPSTONE GROUP LP
STEPSTONE GROUP REAL ESTATE LP
STEPSTONE GROUP REAL ASSETS LP
STEPSTONE GROUP PRIVATE DEBT LLC
KINETIC VC LLC
AGHAJOHN CAPITAL ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.
LIFE STRATEGIES, INC.
HCAP PARTNERS, LLC
NERAD + DEPPE WEALTH MANAGEMENT
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

SHAWN ROBERT WAMSTAD
Brandon Samuel Robbins
Katherine Barr Vint
Inaki Pedroarena
CAROLINE F DUPONT
ANDREW ROBINSON
Julian Brian Ma
Connor Edward Van Skike
CHARLES OTTO GILLESPIE
ADAM TYLER BROWN
TYLER J STEARNS
Cassidy Jane Fisher
HEATHER QUINTERO
CHRISTINA MICHELLE Hammann
STEVEN FREDERICK CARTER
GREGG SHALLAN
JOHN CURTISS HADLEY
JACQUELYN NICOLE WALKER
STEPHEN SULLAWAY
SYLVIA GEFFEN
AMANDA GRACE BROWN
LESLIE MINTER CASTILLO
MICHAEL EDMUND ZEITER
DAVID WILLIAM MAURER
Joshua Bodenstadt
LIVIA BENJAMIN
DEREK HESS
QUYEN LEBA
FREDA MARIE FIEDLER
SUZAN RENEE KORTH
GALINA BERKOVICH
DOUGLAS SCOTT ANDERSON
STEVEN JAMES DEPPE
RICHARD EDWARD NERAD
Lauri Ann Smith
Robert Nicholas Lakosil
Robert Connor Dillon
JASON MATTHEW THOMAS
Felix Humbeck

Within 25 miles of Cardiff, CA, Best Investors lists 555 registered investment advisory firms with 1,340 offices nearby, managing about $18.8T in combined regulatory AUM across 91,847,859 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

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