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Best financial advisors in Carlsbad, CA

Registered advisers within 25 miles of Carlsbad, CA.

Offices
1,066
Firms
485
Combined AUM
$18.3T
Firm-wide filings, not assets booked only here
Clients
3.44M
3,444,580 clients when Item 5C has a number
Avg / client
$5.31M
Combined AUM ÷ clients

Nearby offices

Firms

FLETCHER FINANCIAL, LLC
MARINER
LPL FINANCIAL LLC
WEALTHBUILDERS, LLC
10 STAR ASSET MANAGEMENT
ANCHOR BAY CAPITAL, INC.
ANCHOR BAY PRIVATE WEALTH LLC
COMMONWEALTH FINANCIAL NETWORK
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MEKETA FIDUCIARY MANAGEMENT, LLC
MORGAN STANLEY
CHARLES SCHWAB & CO., INC.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.
GUIDE MY FINANCES
OSAIC WEALTH, INC.

Investors

RICHARD D FLETCHER
Eron Nicholas Reyes
TROY RICHARD KOEPPLIN
ERIC ANTHONY RODRIGUEZ
Tamara Lynn Morgosh
BLAKE ROLLINS PINYAN
Stacey Lynn Buchholtz
Cory Matthew Large
STEVEN RUBINSTEIN
DAVID ROBERT KEMPTON
MICHAEL CHARLES GALLOP
GREGORY DAVID FOX
Burt Cameron MacKenzie
DANIEL JOHN MCMAHON
TERRANCE JAMES BLESSING
DANIEL J ROBINSON
JEFFREY PHILIP ELMAN
VICTORIA LEE KUGLER
BRIAN DOUGLAS TALGO
BRUCE LOREN BAKER
JILL MARIE CONNELLY
Zachary McCoy
MICHAEL THOMAS PUENTE
KEVIN JAMES RADCLIFFE
Nicholas J McCoy
Michelle Celeste White
MICHAEL JOSEPH POPONYAK
ROBERT WILLIAM KUECH
KENNETH ROBERT KLAUBER
GARY PAUL ENDRES
JOSEPH WILSON ROTTA
Tanner Manning Wrisley
JAMES ROBERT ALLEN
Lindsey Patricia Strand
Somsack Sayvong
JAIME A BUENO
ERIC WEISS
Richard Mathias Harrington Ordona
Zachary J Sundstedt
STEPHEN PHILLIP WHITMAN
ROBERT HOWARD WINSTON
STEPHEN THOMAS GURLEY
CHRIS DALE RAGER
ELIZABETH MESSICK
AFICK SHARAR
ALEX BENJAMIN OSTROVE
CHRIS W MCCANN
ERIK KRISTIAN TAPPIN
JEAN EMILY VINCENT
CRAIG MITCHELL KAISER
SCOTT FRANCIS TOMPKINS
YVONNE MARIE GOOD
ERIC ANTHONY PHILIPPART
SARAH GABRIELLE MONTOYA
ALISSA FAIERS
BENJAMIN FRANKLIN DUCKETT
BRITTANY RANEE SHELEY
SEBASTIAN HOCHULE
JORDAN GALES
ALLISON M WHITE
ALEXANDER KAISER
YESENIA GIL
Orsolya Gyokeres
STACEY LYNN HERRLE
Matthew C Kaiser
Rosanne B Muschenheim
JANET LORRAINE CALCAGNO
RAYMOND CHRISTOPHER CORNEY
MICHAEL GENE SPERLINGA
DEBRA K BLEMKER
JOHN XENOPHONES CONDOS
PETER GLEN MONDERO
BRIAN DAVID LUCEWICZ
JOHN PAUL SUNDSTEDT
Zachary C French
UTKARSH VASA
Mason Allen Bartlett
GINA MARIE COYLE
Danielle V Uy
MARK ANTHONY LUCIA
NINA BRYAN NITTI
MICHAEL STEPHEN KILLEEN
KATHRYN MAY BANNISTER
RICHARD BRIAN FRENCH
Lori M Richofsky
AARON MATTHEW BRAY
Jason David Roeske
Liam Scott Reid
Steven Ali Namvar
RONALD DROST SCHERDORF
GREGG ALEXANDER ALSBURY
Justin McDonald
Robin Elise Alefi
Daliya Mansour
JAMES EDWARD BOHM
WILLIAM THOMAS ROCHE
ARIA KHANI
Andrea Marie Ruiz
Kaitlyn Michele Woods
John Patrick Kirlin
JOSEPH DOMINIC DE FALCO
SAMUEL ROBERT TAPIA
WILLIAM BURKE ALLRED
SHILY MARY SASINOUAN
ARA HUNT
ALAN GREGORY SHAPIRO
RYAN MANNING ASHTON
NGA YING CHAN
DAVID MICHAEL DELINO
ALISHA KAY LEONE
DANIEL KEITH AVAN
MICHAEL E TERRY
ZACHARY TAPIA
GREGORY JAMES FLYNN
SCOTT DANIEL HOOD
Kailen H Cook
Richard Kelly
CHARLES RAY BROWN
Jacob Auger
KALYN ASHLEY WALKER
KATHERINE ROSE ROBINSON
Jon-Paul H Witkop
Rebecca A Dempsey
Kellen P Hoke
JON ELLIS VANCE
JEFFREY RYAN ARDANTZ
Cason R Dougall
RAYMOND SCOTT MORGOSH
CHELSEA EMMALYNE NEWELL
JACLYN PAIGE MAZUR
LILY FALLAH
SEAN FRANCIS BOYLAN
ABIGAIL VALENTINE
JAYCE GABRIEL GISPAN

Within 25 miles of Carlsbad, CA, Best Investors lists 485 registered investment advisory firms with 1,066 offices nearby, managing about $18.3T in combined regulatory AUM across 3,444,580 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 Carlsbad

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM