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Best financial advisors in Del Mar, CA

Registered advisers within 25 miles of Del Mar, CA.

Offices
1,359
Firms
557
Combined AUM
$18.8T
Firm-wide filings, not assets booked only here
Clients
91.8M
91,847,873 clients when Item 5C has a number
Avg / client
$204.3K
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HIGHTOWER ADVISORS, LLC
FIRST LIGHT RETIREMENT, LLC
TORREY GROWTH & INCOME ADVISORS, LLC
618 LONGEVITY PARTNERS, LLC
DEL MAR WEALTH MANAGEMENT INC
WEATHERLY ASSET MANAGEMENT
ALPHAPOINT, INC.
MIRAMAR VENTURE PARTNERS
M HOLDINGS SECURITIES, INC.
BRIAN D. LOWDER, INC.
COUNTERPOINT FUNDS
COUNTERPOINT ASSET MANAGEMENT LLC
CARMEL CAPITAL PARTNERS, LLC
SILVER CANYON GROUP
SILVERCREST ASSET MANAGEMENT GROUP LLC

Investors

Dashiell H. Weiner
Valerie M Arenas
Racquel Manalo
Cole T Heimerdinger
Megan Dennine Schenck
RYAN PATRICK FLYNN
WILLIAM CHASE SALLADE
Samuel Ramirez
TYLER Drake WOLFSON
THOMAS TIERNEY WOLFSON
GEORGE RICHARD HOOVER
Kian George Hoover
Sean Samuel Planchard
Eden Isabella Morimoto
Sapphira Santibanez
DAVID ALLEN JACKSON
Brooke Boone Kelly
Sally Hisako Eisenberg
BRENTON BOYLE ARMSTRONG
KELLI MARIE BURGER
RYAN ANTHONY RICHARDSON
Martin Gabriel Rascon
Chase Samuel Hayhurst
AUBREY MCKEE BROWN
Andrea Taylor
CAROLYN PERSON TAYLOR
Stone Evan Churby
BRAD MORGAN
BRIAN DALE LOWDER
MICHAEL DAVID JONES
JOSEPH EDWARD ENGELBERG
MATTHEW EDWIN PARKHURST
Michael Brooks Taylor
MICHAEL BENNETT KRAUSE
RUSSELL GAVIN SILBERSTEIN
CHELSEY DAVENE FRATE
STEPHANIE MARIE CUNNINGHAM
Susan J Ferrari
KEVIN EUGENE SILVERMAN
Rebecca Dodge
ROBERT KYUNGWON CHOI
CHRISTOPHER KEITH RICHEY
ALPHONSE IGNATIUS CHAN
MICHAEL GASTON KINNEAR

Within 25 miles of Del Mar, CA, Best Investors lists 557 registered investment advisory firms with 1,359 offices nearby, managing about $18.8T in combined regulatory AUM across 91,847,873 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 Del Mar

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T 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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM