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Best financial advisors in Carpinteria, CA

Registered advisers within 25 miles of Carpinteria, CA.

Offices
238
Firms
135
Combined AUM
$13.8T
Firm-wide filings, not assets booked only here
Clients
2.51M
2,509,116 clients when Item 5C has a number
Avg / client
$5.52M
Combined AUM ÷ clients

Nearby offices

Firms

SHERMAN ASSET MANAGEMENT, INC.
PLATFORM WEALTH ADVISORS
RLB FINANCIAL
THE LYND GROUP ADVISORS, LLC
LPL FINANCIAL LLC
STRATEGIC ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
SUCCESS WEALTH MANAGEMENT LLC
CITIGROUP GLOBAL MARKETS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
ROBOHACK MANAGER, LLC
OSAIC WEALTH, INC.
HARDWORKING CAPITAL ADVISORS, LLC
EDWARD JONES

Investors

ROY DOUGLAS SHERMAN
Ryan Michael Gibbons
PAUL KEVIN MANNION
Donovan Roberson
MICHAEL JACOB THOMAS
WAYNE ANTHONY MILLER
Andrew Christian Allen
MICHAEL JOSEPH MANSFIELD
Owen Christopher Hill
THOMAS QUINN ELLIS
VICTOR EMMANUEL PORTILLO
ANDREW R KREMER
RUBEN SEGOVIA
JEFFREY CHRISTOPHER BEEH
Jessica Jones
JOHN MAISTO JACOBSON
DAVID MILLES DANIEL
MATTHEW ALLEN SHROPE
Michael Kurt Veseth
Eric J. Brandenberg
Christopher Anthony Impellitteri
Bryan P Cunningham
Devan J Vellios
Tristan Benjamin Dupont
Atticus Finch Roddick
ABIEL ACOSTA
CLARICE MERLE COUEY
DANIEL MORGAN JOHNSTON
CANDICE DEANNE CARRIZALES
DAVID FERNANDO ALMEIDA
JAMES EDWARD ECKLEY
Pedro Telles Vasquez
Dane M Roach Lewis
Israel Santiago

Within 25 miles of Carpinteria, CA, Best Investors lists 135 registered investment advisory firms with 238 offices nearby, managing about $13.8T in combined regulatory AUM across 2,509,116 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 Carpinteria

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM