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Best financial advisors in Carmel Valley Village, CA

Registered advisers within 25 miles of Carmel Valley Village, CA.

Offices
101
Firms
55
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

PLAN B INVESTMENTS, INC.
NWF ADVISORY SERVICES INC
AMERICAN INVESTORS COMPANY
STIFEL, NICOLAUS & COMPANY, INCORPORATED
HILLTOP SECURITIES INC.
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
MORGAN STANLEY
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
MCFARLAND ASSOCIATES
OSAIC WEALTH, INC.

Investors

Justin Robert Smith
LANNIE CECIL WRIGHT
MARTIN PHILLIP OMALLEY
JOEL BERNARD KNIGHT
Nicandro Albert
FRANK A DYER
CHRISTOPHER MURRAY
KEVIN DARIN KOTT
THOMAS JAMES FALEDAS
MICHAEL RICHARD DAVIDSON
KEVIN DOELL
WILLIAM JAMES PINKERTON
LEONARD NORMAN LAUB
KEVIN M RICHARDSON
JOSEPH JAMES MARTELLO
ANNE ELIZABETH WIGHT
KATHLEEN ELAINE HUGGINS
CYDNEY IRENE CRAMPTON
Charles Rankin Evans
Polly Richardson
MICHAEL WILLIAM MCCLOUD
ANASTASIA ALEXANDROVNA KHOKHOLKOVA
NATHAN LOWELL STEEN
JOHN VINCENT GIAMMANCO
PAUL MATTHEW CAHALAN
JAMES RALPH WILLIAMS
JOHN MICHAEL GIAMMANCO
THOMAS RODERICK NORTH
CHARLES ALLEN EVANS
DIANA DIROCCO
Deborah Josue
Anthony J Mendez
HERMINIA ESTRELLA OJEDA
CHRISTOPH ROBERT STAPLETON
Andrew MacQuarrie
SHERI LEE DAVIDSON
HENRY JAMES FRANSCIONI
Joseph Edward Stretch
JIMMY MICHAEL RINEHART
GLENN JEFFREY REIS
DENI LYNN PATTON
AARON J SCHWARTZ
SPENCER WILLIAM RAND
MICHAEL JOHN WILLIAMS
Julie P King
LARISSA AMANDA LEA
SUSAN JANE REDE

Within 25 miles of Carmel Valley Village, CA, Best Investors lists 55 registered investment advisory firms with 101 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 Valley Village

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