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Best financial advisors in Costa Mesa, CA

Registered advisers within 25 miles of Costa Mesa, CA.

Offices
2,026
Firms
704
Combined AUM
$22.9T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,500,686 clients when Item 5C has a number
Avg / client
$6.55M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CS TOMASI WEALTH MANAGEMENT
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
PARK AVENUE SECURITIES LLC
CARNEY PORTFOLIO MANAGEMENT INC.
PRIME CAPITAL FINANCIAL
INDEPENDENT FINANCIAL GROUP, LLC
SPC
CENTAURUS FINANCIAL, INC.

Investors

NICHOLAS PATRICK POSHEK
Drew S. Stallings
DUSTIN NHU DANG
RICHARD Andrew ROESER
MATTHEW DYLAN CRANDALL
Jeremie James Moe
Richard Minton
LUKE TIMOTHY CATTAU
STEPHANIE LYNN SHIELDS
Diana Ashbaugh
Seif Eldin M Selim
CHRISTIANE SALAMEH TOMASI
Bryan Adam Reynoso
SCOT BRADLEY LANDBORG
AUSTIN ANDREW MOHERMAN
Nicklaus Christian Peterson
Chelsea Marie Englander
Peter Christian Peterson
JACK LIN CHOU
MAKOA HOTZ
ARTHUR DANIEL VEYNA
JOSEPH DANIEL SILLA
DAN LANE CARNEY
Leland Edward Norton
Alexis Norton
Shiqing Deng
Steven Tyler McBrayer
Theodore Squilanti
Evan Peter Kimbro
TROY DEAN FOLK
DIANE MARIE KIMBRO
BRUCE PHILLIPS STONE
DAVID ANTHONY STEVENS
MAUREEN STEVENS AULT
SAMIR CHUNILAL THAKKAR
DAVID ANTHONY SELLECK
JOHN LESLIE BENNIS
BRIAN PARK
KEITH P WITT
CHARLES EUGENE MUNOZ

Within 25 miles of Costa Mesa, CA, Best Investors lists 704 registered investment advisory firms with 2,026 offices nearby, managing about $22.9T in combined regulatory AUM across 3,500,686 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 Costa Mesa

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM