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Best financial advisors in Dana Point, CA

Registered advisers within 25 miles of Dana Point, CA.

Offices
1,184
Firms
545
Combined AUM
$21.2T
Firm-wide filings, not assets booked only here
Clients
3.18M
3,181,807 clients when Item 5C has a number
Avg / client
$6.67M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
FORDWELLINGTON LLC
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
REALTA INVESTMENT ADVISORS, INC
MML INVESTORS SERVICES, LLC
TUCKER ASSET MANAGEMENT LLC
THE CLARK GROUP ASSET MANAGEMENT
INDEPENDENT FINANCIAL GROUP, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LIFE BY DESIGN INVESTMENT ADVISORY SERVICES
&PARTNERS
PLANMEMBER SECURITIES CORPORATION
COMPOUND PLANNING, INC.

Investors

WILLIAM DENNIS WEDDE
Brad S. Thompson
John M. Hollands
MARK ROBERT TOBER
Lauren Elizabeth Gay
Zachary Waldon
Stone Gregory Sinek
SCOTT GREGORY SINEK
ROBERT LLOYD MACNIDER
PAUL YOON
Brandon Clark
ERIC TODD CEDERGREEN
RAYMOND MUSSET CLARK
CHRISTOPHER MICHAEL VIZZI
MICHELLE N VIZZI
KELLY H CLYDE
Blake A Davidson
Cate N Harrell
DONALD ALLYN HARRELL
Mina Abdelkdous
COLTEN MICHAEL FRANCO
BETTY AHN
MONIQUE RENEE MARSHALL
MICHAEL MARK DRABKIN
CHAD HOWARD MILLING
Gabrielle K. Velazquez
NORMAN ELLSWORTH MAINS
BRIAN EDWARD HALE

Within 25 miles of Dana Point, CA, Best Investors lists 545 registered investment advisory firms with 1,184 offices nearby, managing about $21.2T in combined regulatory AUM across 3,181,807 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 Dana Point

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