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Best financial advisors in Encinitas, CA

Registered advisers within 25 miles of Encinitas, CA.

Offices
1,345
Firms
568
Combined AUM
$19.6T
Firm-wide filings, not assets booked only here
Clients
91.8M
91,848,647 clients when Item 5C has a number
Avg / client
$213.4K
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
INDEPENDENT FINANCIAL GROUP, LLC
SWEETWATER PRIVATE EQUITY
DE VRIES ASSET MANAGEMENT, LLC
KELLY FINANCIAL GROUP LLC
LONGHOUSE WEALTH MANAGEMENT
SALIENT WEALTH PLANNING
BALBOA WEALTH PARTNERS, INC.

Investors

Rasaan Moshesh
CARLA CAMPBELL
DANIEL DOMINGO ANDERLE
Timothy R Wright
JUSTINE EVARICH DELAURO
JEFFERY SCOTT MELEMED
Patrick Vento
VERONICA RODRIGUEZ
SVETLANA DUMAIS
MINJOO JEONG
Rene Alfredo Gonzalez
Lisa Mae Trapp
Lauren H. Peck
MARK EDWARD BOBIN
DARREN DEVRIES
KATELIN GRACE BEACH HARLAN
SEAN MICHAEL KELLY
Dean Vincent Ferraro
John Michael Ferraro
ALLISON SUZANNE WOOTON
PHILIP EDWIN SMITH
RICHARD JOSEPH VERTUCCI
JOSEPH ANTHONY GANINO
Patrick James Brazell
DEAN R ZACK
CHRISTOPHER ANDREW MELTON

Within 25 miles of Encinitas, CA, Best Investors lists 568 registered investment advisory firms with 1,345 offices nearby, managing about $19.6T in combined regulatory AUM across 91,848,647 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 Encinitas

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