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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

PACIFIC LIFE FUND ADVISORS LLC
CITIGROUP GLOBAL MARKETS INC.
BELL & BROWN WEALTH ADVISORS, LLC
APC ASSET DEVELOPMENT I, LP
ARISTOTLE PACIFIC CLO ADVISER III, LLC
WINDJAMMER CAPITAL INVESTORS
PACIFIC PRIVATE FUND ADVISORS LLC
ARISTOTLE INVESTMENT SERVICES, LLC
ARISTOTLE PACIFIC CAPITAL, LLC
APC ASSET DEVELOPMENT II, LP
ARISTOTLE CAPITAL MANAGEMENT, LLC
KBS CAPITAL ADVISORS, LLC
KBS REALTY ADVISORS, LLC
ANKONA MANAGEMENT, LLC
MORGAN STANLEY
ROCKEFELLER FINANCIAL LLC
HOLT INVESTMENT PARTNERS LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC

Investors

JAMES JOSEPH KLEM
MARILYN JEAN HORSLEY
LANTZ EDWARD BELL
EVAN FRANCIS FRANCKS
RAJI OMAR MANASSEH
Daniel Marks
RAFAEL ANTONIO DE VENGOECHEA
Jevin M Ferguson
ERIC ALAN NOYES
Valerie Jean Morris
SCOTT MICHAEL CASTON
BRANDY JEAN BOYLES-VAZQUEZ
RENE MARSHEL RIMLINGER
MAI N NGUYEN
ANGELICA C LARA
ABHAY NIKHIL KOTHARI
REX B PETERSON
TAMMY LI JAU
NICHOLAS JAMES DOLLE
JENNIFER FELICIA COLLINS
SOPHIA OH-NGUYEN
SIMI STRUVE
OCIEL CECILIO
TREVOR J LANPHEAR
Marian Mofied Azmy Morcos
OLIVIA RENEE GILSON
Ryan James Morrissey
Richard Raymond Racofsky
Grant M Cozzi
TIMOTHY JOHN SKELLY
MICHAEL LANCE MILLION
MICHAEL ANTHONY PEPPER
CHRISTINE MARIE TELISH
MICHAEL Y YEN
JOSHUA D TAUSSIG
COREY OMAR LANGSTON
ELLIE S CHIZMAROVA
WOLFGANG KARL FRISCH
CRISPINA RENTERIA
ELLIOT EVANS ICHINOSE
LILY ANAND
DOUGLAS GENE MEECE
BARRY S GROSSMAN
JAMES R LOYNES
SCOTT R MCEWAN
Barbara Collette
ELIZABETH CERVANTES
JOSHUA JAMES MEEK
ANDREA MICHELLE CASAW
LORA BETH ZIPPE
WILLIAM COORS SHEAFFER
EMILY SAINAN GAI
Nicholas G Shaw
Leah A Pepper
Trevor A Pepper
DANIELLE MARIE BARABINO
Maggie Elizabeth Gallagher
Jenna Aileen Burke
Sean B Davitt
James Michael Turner
Brooke K Crownover
Shelby Cohantz
Walter Ryan Beddeo
Payton Gronnerud
KEEGAN Alyssa MANCINELLI
Karen Lyn Manuharan
Andrea Song Chi Vu
Jake G Sine
JANET FARFAN-ALVARADO
Luca C Russo
Sarah Mei Blosser
Kevin Le
Isabella R Domeyko
BRANDON JOHN HUNT
KATHY ELAINE ROBERTSON
AZITA SALAM
MARK MORGAN
DAVID RANDALL LEHNERTZ
RENEE ANITA JOHNSON
CHRISTINE SCEBERRAS
DAVID LEWIS KLEIN
ROYA COLE
DAMON D JOHNSON
GAYLE NELSON BULLOCK
Gregory G Zappas
PATRICIA VILLACORTA MULLIN
JILL BARTHOLOMEW
RITA CARMEN GARCHIE
NIKITA ZHEN HUANG
JUSTIN DANIEL STONE
WINONA ALETHEA LIVINGSTON
Robert Brandon Richardson
Michelle Queensen
Susan S Yang
TREVOR MORGAN
JESSICA ANN SHEAFFER
KENDALL BULLOCK WEAR
Joshua Austin Gelber
LEE ELON CLARK
DENNIS MITCHELL SCHWARY
RICHARD CHARLES NEWMAN
RAYMOND BRENT CRANDAL
DAVID ROWAN YOUNG
KENNETH RAYMOND DUNQUIST
JAMES MICHAEL MOOS
JOHN ROBERT MCLAUGHLIN
NEAL JOSEPH COLEMAN
ROBERT AUSTIN HOLT
Mackenzie Davis Sullivan
ROBERT ANDREW RECKINGER
JOHN CARRASQUILLO
Joy Anne Marie Gonzales
ROBERT LINCOLN PANETTI
Adrienne Padavich
JENNIFER Michi HASHIMOTO
DANIEL TYLER HOLT
Nicholas Ciuffetelli
Roger Jiacheng Wei
AARON MATTHEW MCLAUGHLIN

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