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Best financial advisors in Chula Vista, CA

Registered advisers within 25 miles of Chula Vista, CA.

Offices
965
Firms
420
Combined AUM
$17.9T
Firm-wide filings, not assets booked only here
Clients
91.7M
91,680,798 clients when Item 5C has a number
Avg / client
$195.3K
Combined AUM ÷ clients

Nearby offices

Firms

INFINITY FINANCIAL SERVICES ADVISORY
LPL FINANCIAL LLC
PRIVATE PORTFOLIO, INC.
SMITH & WYATT
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
OSAIC INSTITUTIONS, INC.
J.P. MORGAN SECURITIES LLC
VOYA FINANCIAL ADVISORS, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
KOALA FINANCIAL
ALLSTATE FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.
NAVY FEDERAL INVESTMENT SERVICES, LLC

Investors

DONALD CLINTON ROGERS
JOHN M JACOBS
WILLIAM CHARLES GREENWALD
Eddie Joe McGee
Calixta Lydia Padilla
Cesar Padilla
SERGIO-PEDRO PEREZ
Daniel Castro
Christian Torres
DHANSUKHBHAI MAGANBHAI PATEL
Angel Juan Estrada
Diego Diaz
FERMIN ALBERTO MESINA
NICHOLAS CURRAN KOLATA
Ashley Gonzalez
Kristin Krueger
roberto s aguais
Roberto Vasquez
HERNAN DIAZ
Emiliano DeRiquer
MIRALIA ORTIZ PACHECO
ADRIANA ORTIZ PACHECO
DILIP KUMAR GUPTA
SCHUYLER RANDALL WHITE
BOBBI ALEXANDER KOALA
ALEXANDER MICHAEL WYMORE
BENJAMIN ROBERT KOALA
PEDRO ANTONIO TAMAYO
Luis Magin Alcala
JOHN MARION HARDIN
GEORGE PATRICK LAFEAR
ROBERT ALLEN MCCLINTON
ROBERT ANTHONY MCKINNEY
Mark C. Marcelo
GIL PATRICK MATRO

Within 25 miles of Chula Vista, CA, Best Investors lists 420 registered investment advisory firms with 965 offices nearby, managing about $17.9T in combined regulatory AUM across 91,680,798 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 Chula Vista

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM