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Best financial advisors in City Ranch, CA

Registered advisers within 25 miles of City Ranch, CA.

Offices
119
Firms
48
Combined AUM
$8.52T
Firm-wide filings, not assets booked only here
Clients
1.39M
1,387,089 clients when Item 5C has a number
Avg / client
$6.14M
Combined AUM ÷ clients

Nearby offices

Firms

SAGE WEALTH SOLUTIONS, LLC
ACRYLIC FINANCIAL, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
MORGAN STANLEY
INSPIRE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KESTRA PRIVATE WEALTH SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CASH FLOW TECHNOLOGIES

Investors

RALPH CANNON WILLIAMS
JAZZMINE THOMAS
DARIO ANTONIO ORELLANA
Anallely Sofia Madrigal Morfin
Christopher Michael Ocepek
Michael H Gibbons
GARY WHITWORTH PEARSON
Rocio Montagner
Franklin Fernandez
DAVID RICHARD NORRIS
LOUIS WILLIAM SILVA
Kylie Silva
ROBERT STEVEN DERRYBERRY
TODD FULTON MAIN
Cesar Valentin Miranda
NADIA ALICIA DICKINSON
GEORGE LEE ANDREWS
Jesse Brent Mettrick
ARLAND KELLY
MICHAEL LAWRENCE KELLY
Christopher James Zuaro
DANIEL LEE RICE
KATHRYN LOUISE WILKERSON
JOCELYN CO WEE
TROY DOANE FLOWERS

Within 25 miles of City Ranch, CA, Best Investors lists 48 registered investment advisory firms with 119 offices nearby, managing about $8.52T in combined regulatory AUM across 1,387,089 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 City Ranch

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM