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Best financial advisors in Coto De Caza, CA

Registered advisers within 25 miles of Coto De Caza, CA.

Offices
1,516
Firms
612
Combined AUM
$21.3T
Firm-wide filings, not assets booked only here
Clients
3.35M
3,353,162 clients when Item 5C has a number
Avg / client
$6.35M
Combined AUM ÷ clients

Nearby offices

Firms

BLACKWOOD HEALTHCARE BREAKTHROUGHS, LLC
TEMPLEMAN WEALTH MANAGEMENT INC.
VOYA FINANCIAL ADVISORS, INC.
LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
CITIGROUP GLOBAL MARKETS INC.
PHILADELPHUS CAPITAL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Michael Scott Templeman
GAVIN THOMAS GRUENBERG
MICHAEL WOLFGANG KLECZEK
Ryan Patrick McLaughlin
Jeffrey W Albert
Aaron Tucker
Anthony Monaco
GARTH ANDREW WALLACE
KATHERINA CONCEPCION QUITO
Carmencita Protacio Calaway
BRIAN GARCIA
WILLIAM RONALD EDDE
PATRICK DION MCGINLEY
DONALD FRANK STEEPE
JOSEPH P DIMINO
BLAKE NORRIS SORENSEN
Craig Alan Eshenko
Brian Tracy Lam
Robert Joseph Brown
JASON M LILLY
STEVEN DAVID SHIELDS
Karim A. Mekhail
Logan S. Sandhu
WESLEY GARY GUNTER
Carmelo Anthony Battaglia
peter jordan strzelecki
Kabir Sivjee
Nakisa Sharif Kashani
TOWFIQ CHITALWALA

Within 25 miles of Coto De Caza, CA, Best Investors lists 612 registered investment advisory firms with 1,516 offices nearby, managing about $21.3T in combined regulatory AUM across 3,353,162 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 Coto De Caza

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 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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM