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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

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
EDWARD JONES
CITIGROUP GLOBAL MARKETS INC.
INFINITY FINANCIAL SERVICES ADVISORY
TRANSAMERICA FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.
VIRTUE CAPITAL MANAGEMENT, LLC
RAI WEALTH MANAGEMENT
VALLEY WEALTH STRATEGIES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
PURE WEALTH MANAGEMENT

Investors

Aida Cristina Arreguin
AHMAD BASHIR HUSAMI
BASHEER REXFORD HUSAMI
ALEXANDER GARY FOLKEN
TOM AGUILERA
Nathan Michael Forrest
ELMER LACAMAN SARMIENTO
DWIGHT TETSUO NAKATA
STEVEN YC KANG
AVI CRANE
HENRY C BALANZA
ELENA ROTARIU
KITMEN SARAH GUNTHER
ANCA BARBAT
JABEZ MANZANILLA ROCHA
MARION MANAHAN
TOAN BAO NGUYEN
Erik Eriberto Johnson
Angel Mendez
JAMES PATRICK RIPLEY
TERRI GRASSI
CHERIE CHIH CHUN WANG
Ruben Gene Ramirez
Amit R Rathod
ALLAN PAHCHUN KAM
Michael Irving Tan
GEOFF THOMAS DELAHANTY
BENJAMIN RICHARD KOEHLINGER
Cody Hale
Angela Nicole Reilly
SHELBY CHRISTINA SMITH
IAN MCDOUGALL

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