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Best financial advisors in Gaviota, CA

Registered advisers within 25 miles of Gaviota, CA.

Offices
147
Firms
103
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
2.41M
2,412,824 clients when Item 5C has a number
Avg / client
$5.50M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
FINANCIAL TELESIS COMPANY
EDWARD JONES
ONEDIGITAL
INDEPENDENT FINANCIAL PARTNERS
PLATFORM WEALTH ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
WALKABOUT VENTURES LLC
FINANCIAL VISION LLC
JOHANNSEN & ASSOCIATES, INC.

Investors

JAVIER TRUJILLO
JORGE ARMANDO MORALES
JEFFREY WILLIAM LITTLE
Kelly R. Hunziker
GARY SCOTT MORROW
James Matthew Watts
BRADLEY DARREN SICOFF
Bruce Porter
Leslie Ann Swartwood
Mark Joseph Kavaloski
Ryan Michael Gibbons
PAUL KEVIN MANNION
Donovan Roberson
KELSEY CHRISTOPHER BENGOA
Christen Andrew Nielsen
KORY DENNIS ROBERTSON
Steven A Rosso
Adriana Trujillo
Christian Orth
Robert A Craig
Jacob Krantz
RYAN DANIEL WOLFSHORNDL
JOSHUA SEQUOIA YAGER
DAVID ATWATER JOHANNSEN

Within 25 miles of Gaviota, CA, Best Investors lists 103 registered investment advisory firms with 147 offices nearby, managing about $13.3T in combined regulatory AUM across 2,412,824 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 Gaviota

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM