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Best financial advisors in Casitas Springs, CA

Registered advisers within 50 miles of Casitas Springs, CA.

Offices
302
Firms
148
Combined AUM
$14.4T
Firm-wide filings, not assets booked only here
Clients
2.53M
2,531,865 clients when Item 5C has a number
Avg / client
$5.70M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
U.S. BANCORP ADVISORS, LLC
API FINANCIAL ADVISORS, LLC
NEXXUS HOLDINGS ADVISORS LLC
THE AMERIFLEX GROUP
FORONJY FINANCIAL
15 EQUITY
FOVC MANCO, LLC
LPL FINANCIAL LLC
MEMBERS WEALTH LLC
THRYVE WEALTH MANAGEMENT
DANIEL INVESTMENT ASSOCIATES, LLC
SCOP VENTURES, LLC
WORLD INVESTMENT ADVISORS, LLC
OUTWING PRIVATE WEALTH MANAGEMENT
CURTIS ADVISORY GROUP, LLC
CHARLES SCHWAB & CO., INC.

Investors

Hunter Richard Sears
Joshua Barrett Kane
Garrett Rod Gruendyke
Rebecca Cross
DIANA YOUA HEU
DANIELA DUNNE
HANNAH M BUSCHBOM
THOMAS J GOODSON
BRYAN CHARLES FORONJY
CASEY ELSWORTH MARKS
Emily Sarah Goodman
AUSTIN JOHN NEDDENRIEP
RYAN ATTICUS LOWE
CHRISTOPHER J MENDOZA
LANCE WILLIAM HELFERT
Falko Hoernicke
TIMOTHY YEATS THOMAS
John Desmond Bell
GARY KEITH DORFMAN
Eric P Callahan
RANDOL WILSON CURTIS
GREGORY DANIEL VAN WYK
SCOTT ALLAN ULVES
TUYEN LE PHAM
KYLE G VANDERMEY
Gil'bere Coutouzis
Christopher James Luxford
Michael C Day
Peter Michael Blackford
Adam Coons
David Brandon Given
RYAN EARL CURTIS
JOSHUA D HAYES
Shannon Michael Peace
Colby Patrick Laxton
Henry C Glasheen
ROBERT LEE BLUNT
SCOTT WILLIAM RIESEN
Rachel Helen Burkley
Kayla Jean Trujillo
Jarumon Sangsipet Peiffer
Brooke Noelle Harcsa
ANDREW LEE WALTON
Andrew Christensen

Within 50 miles of Casitas Springs, CA, Best Investors lists 148 registered investment advisory firms with 302 offices nearby, managing about $14.4T in combined regulatory AUM across 2,531,865 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 Casitas Springs

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