Best Investors Account Sign in

Best financial advisors in Carmel By The Sea, CA

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

Offices
107
Firms
58
Combined AUM
$12.0T
Firm-wide filings, not assets booked only here
Clients
2.39M
2,386,548 clients when Item 5C has a number
Avg / client
$5.04M
Combined AUM ÷ clients

Nearby offices

Firms

STILLWATER CAPITAL MANAGEMENT
LAWRENCE J. CHAZEN, INC.
CYPRESS COAST INVESTMENTS
NO-LOAD ASSET MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PRINCIPAL SECURITIES, INC.
CARMEL CAPITAL MANAGEMENT L.L.C.
J.P. MORGAN SECURITIES LLC
TOPTURN CAPITAL, LLC
CYPRESS PATH CAPITAL, LLC
UBS FINANCIAL SERVICES INC.
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EDWARD JONES
SYNERGIST WEALTH ADVISORS
INTERLAKE CAPITAL MANAGEMENT, LLC

Investors

Diego Marin Reyes
Dawn Jeannae Correia
KYLE ROSS SABDO
LAWRENCE JACK CHAZEN
SEAN Stephen SPOWART
MATTHEW COCHRANE KING
Robert Michael Farrens
REBECCA TEGERDAL
ALANNA CUIZON-JITTAYASOTORN
CATHY J CARLONE
ALLISON C. RYAN
BRIAN ROBERT ALLEN
DAVID W REINEKING
KELLY LE HO
JAKE MERENDA
JEFFREY ROBERT NEWMAN
LEIGH ANN JETER STANFORD
SANDRA EDITH TAITINGFONG
ALEXANDER ROBERT NEWMAN
MICHAEL FRANCIS WALLENSACK
HERBERT MERRITT HARRISON
NOELLE QUTUB NEWMAN
KRISTEN MARIE SUTHERLAND
Justin Rivera
JEREMY MICHAEL CONNALLY
Vince Dimaggio
Mario Velarde
DANIEL GREGORY STEWART
DANNY NMN DARCHUCK
RAYMOND EDWARD MAYER
JAMES TARANTINO
ALEXANDER LJUBIMOW
CRYSTALINE LEE KOPRIVA
Eric Matthew Yen
DAVID BRENT RUTBERG
TIMOTHY PAUL BROWN
Imelda Patricia Renteria
Jacob Alexander Calderon
Justina Marie Marie Bowker
MICHAEL KARL ENZ
LEONARD JOSEPH ANABLE
THOMAS EDWARD PELINO
THOMAS ROBERT GASPICH
DAVE RAYMOND STEWART
DAVID GERARD FANUCCHI
TERRIE LYNN FUENTES
TIMOTHY PATRICK BRERETON
GEORGE CHRISTOPHER CHOBANY
HOWARD CARL GIVEN
TODD BRADLEY DOLESHAL
Linda Carol Myrick
Christian V Ekberg
Javier Kevin Bolante
LARISSA AMANDA LEA
Thomas Edwards Carter
Jordan D Hill
Eduardo Munoz Perez
Paula F. De Vos
KEVIN S PRICE

Within 25 miles of Carmel By The Sea, CA, Best Investors lists 58 registered investment advisory firms with 107 offices nearby, managing about $12.0T in combined regulatory AUM across 2,386,548 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 Carmel 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 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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM