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Best financial advisors in Fountain Valley, CA

Registered advisers within 25 miles of Fountain Valley, CA.

Offices
2,118
Firms
712
Combined AUM
$21.6T
Firm-wide filings, not assets booked only here
Clients
3.28M
3,279,967 clients when Item 5C has a number
Avg / client
$6.59M
Combined AUM ÷ clients

Nearby offices

Firms

GALLAGHER FIDUCIARY ADVISORS, LLC
EQUITABLE ADVISORS, LLC
INTEGRATED WEALTH CONCEPTS LLC
VANDERBILT ADVISORY SERVICES
THE BALDWIN GROUP WEALTH ADVISORS, LLC
PROBITAS FINANCIAL
CENTAURUS FINANCIAL, INC.
OSAIC INSTITUTIONS, INC.
LOCKERMAN FINANCIAL GROUP, INC
NEWPORT WEALTH ADVISORS, INC.
SHI SANCHEZ CAPITAL MANAGEMENT LLC
WHITTIER ADVISORS, LLC
HAVAPLAN FINANCIAL
PRUDENCE US MANAGEMENT, LLC
SAGEVEST FINANCIAL ADVISORS, LLC
ALPHA FUND MANAGEMENT LLC

Investors

Maureen E Gordillo
HELEN SARAH SEESTADT
MARTHA ANN SPANO
KIRK WOLF
Douglas Igel
ANDREW ROBERT TORELLI
TONY JINWOO RHEE
FARZIN S MORENA
Matthew Adam Chabot
Ian Chamberlain
John Tanner Powell
Kenneth Seungwon Park
Reilly Kainoa Frederick O'Connor
Stuart Marley Pollard
MAZHAR MAHMOOD
SUZANNE KASSUBA PETERS
MICHELLE AUBREY FELENDES
TIMOTHY JOSEPH DUNIGAN
AARON JAMES GRIFFIN
MICHAEL YU SHIEH
JOHN ISAMI MURAYAMA
Fei Chen
Jordan Briley Oliver
Hieu Nguyen
William Edmond Lewallen
Jordan Ryan Nelson
Daniel Spencer Venegas
Quentin Travis Biebel
Jacob Lee Drotning
Nancy Pan
Trevor Thomas Salisbury
Nickolaos Sigas
Kevin Guns
Rachelle Rivera
SHEILA ANN COOK
BENJAMIN SERNA CADAY
GREGG CHRISTOPHE LA SPISA
ESTHER SOYOUNG DUNIGAN
MOSES TK LIN
YASMIN SOLTANI
Justin Lam
MARK MICHAEL ROONEY
STUART LAWRENCE FRIEDMAN
Natalie Rosenthal
Zhezheng Cao
ERICA LEIGH SYLVIA
Edin Beqaj
Ziyi Lu
THOMAS ADAM BRAILE
Jesus Lopez-Castaneda
WENDY TAMIE MARTINEZ
Matthew Steelman
ROBERT BRIAN HENDERSON
THERESE CHEEVERS
BENJAMIN MCKINNEY
KEVIN WIEST
EDWARD FAZIO
JEFFREY PARSELL
DOUGLAS BEAVER
JEFFREY SCOTT FIELDS
KATHERINE NEIL
COURTNEY BROWN
CHASE MCCLUNG
JAMES DAVID BURNS
KENNETH ROBERT HENDERSON
ANTHONY ANGELO AGONI
RICHARD LEIGH COLAROSSI
IAN JEFFREY ELLIS
KENT JAMES SHUSTER
MARC ROBERT DIDOMENICO
ROBERT JAMES DUFFY
DAVID WILLIAM SOUTER
DANIEL CARLOS VENEGAS
BRENT WOOD KOCH
STEVEN TODD STAKLEY
Keevin D. Murray
DANA MARIE KILEY
Christopher Alan Roberts
Cameron Jalbert
VISHAL VIBHAKER PATEL
ANCHI LIU
CHANG-HSIN SUN
David Tyler Gantz
GARY JOSEPH VYNEMAN
ROYCE RYAN RUNNING
MELINDA D SWARTZBAUGH
LISA LYNN LOCKERMAN
LAWRENCE MICHAEL DEPAUL
SURYA JOSHUA KANE METZLER
David Harlan Hatch
MATTHEW SCOTT SMITH
MARY THERESA GIBSON
Joseph Anthony Puritt
Matthew Scott Albrecht
MASON LANE CARPENTER
Hayden Beckett Jankoski
Natalie Rose Anselmo
Christopher Bouffier
Laurie Drucker Dubchansky
Thomas Robert Anderson
EDWARD ANDRES RUNYON

Within 25 miles of Fountain Valley, CA, Best Investors lists 712 registered investment advisory firms with 2,118 offices nearby, managing about $21.6T in combined regulatory AUM across 3,279,967 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 Fountain Valley

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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