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Best financial advisors in Coronado, CA

Registered advisers within 25 miles of Coronado, CA.

Offices
1,115
Firms
480
Combined AUM
$18.3T
Firm-wide filings, not assets booked only here
Clients
91.7M
91,681,114 clients when Item 5C has a number
Avg / client
$199.2K
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
PURE FINANCIAL ADVISORS, LLC
BEACON POINTE ADVISORS, LLC
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NECTARINE
THRIVE PORTFOLIOS
WELLS FARGO CLEARING SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

MATTHEW RANDALL HENRY
KEVIN JIRO YONEDA
STEVEN EDWARD SIMMONS
GENIE GENOVEVA LEBAY-SHORT
FANY MARISSA HIRALES
PAUL RICHARD JUSTIN
KAREN LISA BASZAK
ROBERT HURLEY INGHAM
TODD ERIC LUNSFORD
DANIEL (NMN) GUILLEN
GREGG RAYMOND PATENAUDE
NICHOLAS ADAM HILLMAN
Huy Quang La
Heather Nicole Comella
Lillian Hope Irion
Adam Nicholas Coleman
LINDA NMN GRIZELY
ARIK KERMIT PETERSON
Carla Taylor Adams
MADISON NESTOR SHARICK
KATHLEEN BRITTANY BOYD
Nicholas Gregory Kyburz
DAVID SCOTT BARTA
MATTHEW THOMAS GRAY
DANIEL PATRICK KENEALY
CRISTINA PEREZ
DARCI COLLEEN ZAUNMILLER
BRADLEY GILBERT
BILLY TAN CHU
CRAIG EDWARD HUNTER
NICHOLAS STEPHEN BIALECKI
Darek Williams
Giovanni Vincent Monaco
Omar Sakr
JONATHAN MENDOZA
Haris Sayed Gailani
JUSTIN J NILES
MICHAEL SCOTT MCNEILL
DANIEL DJORDJEVIC
DAVID ANDREW MCDERMOTT
Heath John Haggerty
Heidi Fifield
THOMAS JOSEPH DRABEK
WALTER LLOYD D'SOUZA
KENNETH PATRICK WONG
RICHARD TASSIELLO
CHRISTOPHER MICHAEL BUTLER
KEVIN NEIL BERENZWEIG
Arwa Aliasgar Kheriwala
TAMARA BEATRICE HUEY

Within 25 miles of Coronado, CA, Best Investors lists 480 registered investment advisory firms with 1,115 offices nearby, managing about $18.3T in combined regulatory AUM across 91,681,114 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 Coronado

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