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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

CENTURION COUNSEL INC
NAMCOA
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
SRS WEALTH MANGEMENT
TRANSAMERICA FINANCIAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
INDEPENDENT FINANCIAL GROUP, LLC
CARMEL CAPITAL PARTNERS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RELIANCE INVESTING, INC.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC

Investors

MARY ROSE LIMOGES
JACK KENDRICK HEILBRON
LARRY GENE DUBOSE
DOAK RAUH BELT
David Brian Winter
DAVID AHMAD AFZAL
CASEY MICHAEL BROACH
PATRICIA KERR UHART
COLEY BAYNES DAVIS
COLEY BAYNES DAVIS
Michael Richard Elizondo
DAVID ROBERT NAGY
Alexander Le
Katharine Minnie Wong-Conway
PHUONG UYEN PAIK
SIBI JOSEPH
Michael Dinh
JENNY D. CAO
MICHAEL JAMES LORD
JEREMY WILKINS LAUB
RYAN SCOTT PONSFORD
JOHN ANDREW POPKA
MENGYAO LIN
Loc B Vo
Eduardo Lemus Garcia
Gildete Holt
ROBERT JOHN CENKO
Yousif G. Helo
Eithar Gaggi
Jesus Velasquez Romero
John Cleary Loehr
Diego Diaz
Amy S Horsley
BILLY TAN CHU
JONATHAN LARSON VAN SICKLE
STEPHEN ANTHONY THOMPSON

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