Best Investors Account Sign in

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

VAN NOSTRAND WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
SAGE CAPITAL ADVISORS, LLC
DYNAMIQUE CAPITAL ADVISORS
INVICTA FINANCIAL GROUP
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WEALTH WATCH ADVISORS, INC
STRATEGIC ADVISERS LLC
MORGAN STANLEY
COMMONWEALTH FINANCIAL NETWORK
INTEGRATED ADVISORS NETWORK LLC
PREMIER FINANCIAL PLANNING, INC.
GOOD LIFE ADVISORS, LLC

Investors

Garrett Van Nostrand
JOHN FISKE FAUSTINO
CODY WILSON ROULIER
MURRAY LOUIS HOUGEN
DEBORAH JENNIFER SEVERN
CARL EDWARD RUSTIN
LUKA ERCEG
Howard Farrant Barker
Jody C Knutsen
GEORGE ERNEST STRATMANN
Matthew Paul Rose
Laudente Gallegos
Kim Edward Shoesmith
Michael Anthony Ortiz
Cody Lenahan
Dmitriy Bgatov
SHU CHI LIU OUK
STEPHEN GEORGE ANDERSON
Howard Justin Heatherly
John Jr. Ellis
JOHN J ELLIS
REBEKAH A PETERSON
AUSTIN DUNNING WICK
LUIS ALBERTO GARCIA
RICHARD TUTON
BROOKE MORRIS
MY LINH PHAN
BRIAN WAYNE CHAMBERS
WILLIAM C KELLEY
ALEX WANERMAN
ASAF Z SAVION
KEVIN D HOSKINS
EDWARD JOSEPH FINNEGAN
HARRYSON FRANZ
HILLARY VERONICA CLARKE
VALERIE REYES
ANDREW MERAM
KIERON PAUL BRIMACOMBE
KRISTI BROOKS
DANIEL GARDNER
KILEY AYMAR
ASHLEY HINES
PATRICK ARCHER
JOHN TYLER FOLEY
ANTHONY D PERKINS
MARTIN J. PRESSER
MAZEN ABIFAKER
ANDREW NULL
EMMETT LICHTENBERG
RYAN J ALBIN
SARA A HECHT
SIMON SCOTT HALL
BRYN TANNONE
DWIGHT BARBIASZ
QUINN O'CONNOR
AMBER MICHELLE SMITH
CHRISTOPHER ANDREW LELLI
BRIAN JAMES KETTMANN
BRADFORD THOMAS WILLIS
THOMAS JAMES KOKJOHN
ANN TU
JESSE STARR
CHRISTOPHER W KOSMO
Stephen Paul Seidel
ALEXIS SAUCEDO
Lin Yan Murphy
MICHAEL PAUL ROBERTS
MARA LAUREN LITMAN
MICHAEL ALLAN ANDREOTTI
JERWIN PAZ
Andrew Axelson
ZHI G HU
Gavin O Holmes
WILLIAM YORK SMITH
VIRGINIA C STAGG
THOMAS STEPHEN SEIDEL
DEAN RAY PFREMMER
GUNNAR THOV THOWSEN
Carrie Foye
CHRISTOPHER LEE PHELPS
DOUGLAS WELLINGTON SHULTZ
PAUL ANGELO CURNUTTE
PATRICIA CONDE PATTERSON
MICHAEL WILSHIRE MOON
ANTHONY FRANKLIN ARTERO
KIRSTEN CAROL ROYBAL
JAMES HILTON BULEY
ANDREW RICARDO ROYBAL

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