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Best financial advisors in Dos Vientos Ranch, CA

Registered advisers within 25 miles of Dos Vientos Ranch, CA.

Offices
630
Firms
248
Combined AUM
$15.4T
Firm-wide filings, not assets booked only here
Clients
3.00M
3,002,258 clients when Item 5C has a number
Avg / client
$5.13M
Combined AUM ÷ clients

Nearby offices

Firms

CEDARSTONE ADVISORS
EDWARD JONES
KESTRA ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
MARK SMITH FINANCIAL SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
BUFF YOUR FINANCES
MUTUAL ADVISORS, LLC
BRIGHTPATH WEALTH PLANNING, LLC
CENTAURUS FINANCIAL, INC.

Investors

STEVE HARLAN COKER
Carole Lee Meitler
Alan Santisteban
Giancarlo Giovanni Hamner
Scott Kurtis Gunn
MARK EDWARD RONCORONI
ELAD GAD GOREN
KEVIN MICHAEL TOLSMA
JACK DVIR
STEPHEN RENDEN THOMAS
GREGORY F LAMP
SHAWN JOSEPH CORKERY
Sandra Matson
Chelsea Leigh Henriod
Sarah Shirazi Reznick
Andrew Charles Grieder
Ryan Frederic Disselhorst
Ian Barrett Travanti Brown
SHERITH LUNDRING SQUIRES
ERIK KARSTEN LUNDRING
Skyler Loraine Lundring
LYNN KARSTEN LUNDRING
Laura Alejandra Arrona
ROBERT HARRY WALCZUK
Brenda JEANETTE GUZMAN
JENNIFER MEYER BROWN
Tyson Lundring
ROBERT MARK SMITH
LETICIA MARIE GARCIA
MARC GIAMO
RALPH VALLEGA GANCHERO
THUC TRI TRAN
ELARSEN MANEZ FLORES
HASINA SALEH
GEOFFREY HARDEN SEBOLD
Josh Lewensohn
Galen M Herbst de Cortina
AARON T JASPER
DANIEL ANTONIO DOMINGUEZ
EDDIE BENJAMIN RIVERA
Ellen Kathia Shearin
NICHOLAS ARTHUR DAMIANI
RANDAL ROY CARSON
MITCHELL CRAIG VOSS
ROBERT WESSLEY NAPP
PETER PAUL KOZAK
COLIN ROBERT KILPATRICK
MIKE ROBERT KILPATRICK

Within 25 miles of Dos Vientos Ranch, CA, Best Investors lists 248 registered investment advisory firms with 630 offices nearby, managing about $15.4T in combined regulatory AUM across 3,002,258 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 Dos Vientos Ranch

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