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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

FLATROCK WEALTH PARTNERS LLC
LPL FINANCIAL LLC
VERACITY CAPITAL LLC
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
INTEGRATED WEALTH CONCEPTS LLC
CROSSMARKET CAPITAL, LLC
LOCKERMAN FINANCIAL GROUP, INC
NEWPORT WEALTH ADVISORS, INC.
SHI SANCHEZ CAPITAL MANAGEMENT LLC
WHITTIER ADVISORS, LLC
HAVAPLAN FINANCIAL
PRUDENCE US MANAGEMENT, LLC
SAGEVEST FINANCIAL ADVISORS, LLC
ALPHA FUND MANAGEMENT LLC
MALIKA CAPITAL LLC
OLD WORLD FINANCIAL ADVISORS
PRUVISE
AMERIPRISE FINANCIAL SERVICES, LLC
AMERICAN FUNDSTARS

Investors

KEVIN MICHAEL WINTERS
John Michael West
MARK MAMORU MITAMURA
DAVID MUNHO CHOI
WHITNEY CHRISTINE MASSEY
Michael Jonathan Mess
Katherine Marie Hooper
Nataliia A Romriell
Gregory James Nugent
Charles Anthony Vickery
Timothy A Yost
PETER RANDALL ZIERHUT
LISA LYNN LOCKERMAN
LAWRENCE MICHAEL DEPAUL
SURYA JOSHUA KANE METZLER
David Harlan Hatch
MATTHEW SCOTT SMITH
MARY THERESA GIBSON
Joseph Anthony Puritt
Matthew Scott Albrecht
MASON LANE CARPENTER
Hayden Beckett Jankoski
Natalie Rose Anselmo
Christopher Bouffier
Laurie Drucker Dubchansky
Thomas Robert Anderson
EDWARD ANDRES RUNYON
RAJKO NOVAKOVICH
CARL JAMES FERNANDEZ
KRISTOPHER ALBERTO DE LA PENA
Bryce Johnson
Isaiah Read
MICHAEL EDWARD SCHMITT
LACHLAN Anthony KAISER
Chooi Mei Thoe
Fan Feng

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