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Best financial advisors in Garden Grove, CA

Registered advisers within 25 miles of Garden Grove, CA.

Offices
2,295
Firms
740
Combined AUM
$21.5T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,188,007 clients when Item 5C has a number
Avg / client
$6.75M
Combined AUM ÷ clients

Nearby offices

Firms

AFFINITY INVESTMENT ADVISORS, LLC
SOWELL MANAGEMENT
PROBITAS FINANCIAL
J.P. MORGAN SECURITIES LLC
ASCENTIS INDEPENDENT ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
DAVENPORT ADVISORS 14 LLC
COOPER MCMANUS
A.G.P. / ALLIANCE GLOBAL PARTNERS
CROSSMARKET CAPITAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WESTSHORE WEALTH
LPL FINANCIAL LLC
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
CHARLES SCHWAB & CO., INC.
TERRA WAY CAPITAL, INC.
PROSPERITY WEALTH PLANNING LLC

Investors

GREGORY ROBERT LAI
LAWRENCE LO
GARY JOSEPH VYNEMAN
Mohamed Aboulwafa
Sean T. Wong
Peggy W Neal
SHANNON ASHER KUJAWA
Jordan Vander Poorten
ELIZABETH CHRISTINA DE MURO
Matthew Robert William Andre-Burns
Bruce Davis Lien
JOHN GILLIS DAVENPORT
TRACI LYNN KAAS
ERIC DANIEL STEINGRUEBNER
ELISA MARIE STEINGRUEBNER
Kamren James Barkus
THOMAS HOWARD ARTHUR
HEMANT KATHURIA
Nikhil Kathuria
JONATHAN JOSEPH MENDIOLA
CHRISTOPHER JOHN RIEGER
KENNETH JAMES BARKUS
ROGER DANIEL FOLLIS
DAVID ECHEVERRIA
JACOB D HESKETT
DONALD RAY RUCKER
RYAN Scott ORNELLAS
RYAN S BRIZENDINE
RYAN BYRON MCGUIRE
ROB MARVIN SIGLER
BRIAN GREGORY SIGLER
Brian J Burnett
MARK OTIS GIVENROD
YVONNE CURRY
PAUL JING WEI HSU
QUAN WEI LEE
GARRETT THOMAS EARLS
GARY JAMES HALL
Kelli Diane Martin
JUAN RHENE ORTIZ
Jared Snyder
Kristopher Jiake Lu
Koral Anne Newman
Mark A Garcia
David K Shin
William L Jones
Jordan Luke Opre
Nolan Philip Dunn
Sure Kim Oeng
Donny Nguyen
LUIS RAUL ORTIZ-MARIN
Ava Elizabeth Pompay
Robert Easton Price
STEVEN CLYDE EDWARDS

Within 25 miles of Garden Grove, CA, Best Investors lists 740 registered investment advisory firms with 2,295 offices nearby, managing about $21.5T in combined regulatory AUM across 3,188,007 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 Garden Grove

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