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Best financial advisors in Del Rosa, CA

Registered advisers within 25 miles of Del Rosa, CA.

Offices
319
Firms
87
Combined AUM
$11.8T
Firm-wide filings, not assets booked only here
Clients
2.50M
2,499,262 clients when Item 5C has a number
Avg / client
$4.71M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CORE FINANCIAL ADVISORS
PROSPERA FINANCIAL SERVICES, INC.
GUIDING WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
INTEGRATED WEALTH CONCEPTS LLC
ALLSTATE FINANCIAL ADVISORS, LLC
OSAIC WEALTH, INC.
LINDSEY FINANCIAL, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
INTEGRITY ALLIANCE, LLC.

Investors

CAROLYN YVONNE JENKINS
Kimberly Nicole Romo
Tommy Donald DeGraw
R C CHAVEZ
Phillip Levy
FRANCIS ALBERT REINHARD
MARIE FINAZZO JOHNSON
Richard Erl Michael McBurney
PAUL VERNON HENSLER
ANDREW DEVORE BOYD
ROBERT OWEN BOYD
JASON E GOLEMBESKI
JEFFREY PAUL AMBERG
KALLIE NICOLE RAWSON
DAVID EUGENE SMITH
CHARLES EDWARD PAINTER
Luis Efren Razo
JACK RAY KNIGHT
MARTIN FERRER CORONA
ELIZABETH DOMINGUEZ STANNARD
KATHERINE VANDER VEEN
JASON LEWIS
ALEXIS HUNDLEY
CHARLIE LOWENBERG
Sean McMullin
LARRY DEAN HOATSON
ANNA JEAN ANDERSON
WILLIAM RAY LINDSEY
BURTON FRANCIS WILLIAMSON
TINA MARIE DOBRINEN
REGINALD JACKSON
DAVID R MILLER
SAM SIU-HONG YOUNG

Within 25 miles of Del Rosa, CA, Best Investors lists 87 registered investment advisory firms with 319 offices nearby, managing about $11.8T in combined regulatory AUM across 2,499,262 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 Rosa

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM