Best Investors Account Sign in

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

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AII CAPITAL MANAGEMENT, LLC
EDWARD JONES
OPUS PRIVATE WEALTH GROUP, LLC
INDEPENDENT FINANCIAL GROUP, LLC
BROOKSTONE WEALTH ADVISORS, LLC
GOLDEN STATE WEALTH MANAGEMENT, LLC
EP WEALTH ADVISORS
KELSEY FINANCIAL, LLC
ALLIANCE ADVISORY & SECURITIES, LLC
NWF ADVISORY SERVICES INC
SANCTUARY ADVISORS, LLC
HIPPOCRATIC FINANCIAL ADVISORS
BRAVE NEW WEALTH
FARMERS ASSET MANAGEMENT, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
THE WEALTH CONSULTING GROUP
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Youcheng Wu
Dominic V Pino
BRADLEY DAMON CHAPMAN
JAMES DANIEL LANG
Russell Christian Hitchcock
JEANNE STACEY SNOWHITE
ALEXIS NICOLE VASQUEZ
Jonathon Vasquez
ROBERT ALAN MILLS
LINDA ANN ANSCHULTZ
Sherry Anselmo
STEVEN EVERETT HOPPEL
KIEL SPENCER HOLMES
ANNETTE GALLO
Chandler Grant Tso
JEFFREY THOMAS GARAGLIANO
Liza Marie dela Cruz
CRYSTAL A LARY
Sean Nicholas Sottile
HOBY DANIEL PEARCE
ROBERT JOSEPH KNIGHT
JON ANDREW REHUREK
RANDALL PAUL SANADA
BENJAMIN ROSS SIMONDS
CHRISTOPHER JOHN TYLER
Vance Angelo Lavizzo
Anthony Roy Herreres
PATRICK KELLY MCILRATH
EMILY MARGARET SWAN
SANDRA LOUISE BUBLITZ
Neil Tobias Unger
SPENCER ANDREW MACCUISH
LINDA RAE BRUININGA
Abigail Alexandra Shek
Sharon Reynolds Stepenosky
Cynthia Montgomery Georghiou
Gabriella Ressler
SPENCER M MILLER
BRANDON THEODORE ASHER
RAVI DAVIS
SARA L BLANDFORD
BRIAN EDWARD CANNING
SEPEHR MEHRAD HOSSEINI
Ethan Samuels
ANTHONY JOSEPH TURCOTTE
John Paul Guimaraes
ROY C MOON
ADRIANE VERA LOWE
RICHARD HOWARD KOFF

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