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Best financial advisors in Fullerton, CA

Registered advisers within 25 miles of Fullerton, CA.

Offices
2,586
Firms
870
Combined AUM
$27.5T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,194,940 clients when Item 5C has a number
Avg / client
$8.61M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRANSAMERICA FINANCIAL ADVISORS, LLC
CRANE & ASSOCIATES WEALTH MANAGEMENT
IRONTREE WEALTH MANAGEMENT, INC.
THE AMERIFLEX GROUP
COMMONWEALTH FINANCIAL NETWORK
SAVANT WEALTH MANAGEMENT
PFS INVESTMENTS INC.
HUSAMI & ASSOCIATES
EDWARD JONES
INDEPENDENT FINANCIAL GROUP, LLC

Investors

PAUL ALEXANDER GREGERSON
ROGER JYHJUNG CHANG
WINNIE YUEN YEE LEONG
Ronald Lawrence Rigsby
Emad Samy Gindi
Linda Tsai Chen
JOHN KENNETH GALEA
HENRY C BALANZA
ELENA ROTARIU
KITMEN SARAH GUNTHER
ANCA BARBAT
VI HOUANG
TODD MICHAEL CRANE
LILIANA ESPINOZA SOTO
SCOTT ANDREW SLOAN
DONALD SCOTT CRANE
DONALD BRADFORD CRANE
JONATHAN DAVID BERMAN
TIMOTHY GLEN REDMOND
DANIEL S CAMPBELL
JONATHAN WHITMORE
LAUREN ELIZABETH HAWEKOTTE
MELISSA LYNN CLARKE
WYATT ALEXANDER KIEDROWSKI
Lauren Leigh Zuniga
JAIMIE LAUREN MOORE
STEVEN MICHAEL DITCH
AFRA TORRES DE MACIAS
Sean David Clark
William Lawrence Faith
Brian Hernandez
Michael Cameron McLean
NATASHA ZANDRA PIROZKO
Habib Habibi
Aida Cristina Arreguin
AHMAD BASHIR HUSAMI
BASHEER REXFORD HUSAMI
ALEXANDER GARY FOLKEN
Jeremy Hui
Jason Dante Orsini
Jeffrey Nero
KATHERINE M SALTER

Within 25 miles of Fullerton, CA, Best Investors lists 870 registered investment advisory firms with 2,586 offices nearby, managing about $27.5T in combined regulatory AUM across 3,194,940 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 Fullerton

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

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM