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Best financial advisors in Huntington Beach, CA

Registered advisers within 25 miles of Huntington Beach, CA.

Offices
2,073
Firms
717
Combined AUM
$24.2T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,186,528 clients when Item 5C has a number
Avg / client
$7.59M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
PLANMEMBER SECURITIES CORPORATION
EDWARD JONES
LPL ENTERPRISE, LLC
U.S. BANCORP ADVISORS, LLC
SEAGULL LANE ASSET MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS
WEAVER CONSULTING GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FINANCIAL ANALYTICAL SERVICES, INC.

Investors

Jennifer Nguyen
Andy An Trinh
MELISSA LEE TABAYOYONG
Kourtny Brook Martin
Kyle Horst
LAUREN MICHELE HEBERT
Jennifer A. Zaat-Wright
David Alexander Marino
LUIS RAUL ORTIZ-MARIN
Diana Jye CHIEN
DAVID R MILLER
JOEL FELIX GUERRA
Rene Costales
Ryan Takayuki Omoto
Stephen Kenneth Best
Nicholas Wayne Lyman
KELVIN VINH LAM
JOEL HARRIS SAMUELS
DONALD RAY RUCKER
KIMBERLY LU
Samuel P Clarke
ROBERTO AUSTIN
Hoan Pham
Darren N Bui
BOULOS GOUDA MICHAEL
Christy Olivia Moore
HUNTER ALAN PETERSON
JASON MICHAEL WEAVER
TRAVIS JOHN WEAVER
Palmer C Mahoney
ELADIO CORREA
Lucas B Valero
Tracy M Peatling
Trisha Marie Braunstein

Within 25 miles of Huntington Beach, CA, Best Investors lists 717 registered investment advisory firms with 2,073 offices nearby, managing about $24.2T in combined regulatory AUM across 3,186,528 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 Huntington Beach

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

1 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T AUM 2 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T 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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM