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Best financial advisors in Huntington, CA

Registered advisers within 25 miles of Huntington, CA.

Offices
2,002
Firms
688
Combined AUM
$21.5T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,186,092 clients when Item 5C has a number
Avg / client
$6.75M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
REGAL INVESTMENT ADVISORS LLC
EDWARD JONES
SPAHR FINANCIAL GROUP, LLC
OSAIC INSTITUTIONS, INC.
J.P. MORGAN SECURITIES LLC
CM FIRST CAPITAL CORP.
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THRIVENT INVESTMENT MANAGEMENT INC.
CITIGROUP GLOBAL MARKETS INC.

Investors

JENNIFER L. BROWN
CHRISTOPHER LEE SOMMER
KEN ANH TRAN
MICHAEL WARREN MORRISON
JEFFREY SCOTT JONES IRWIN
Samuel Silvino Valero
Amy Allison Holley
Philip Mark Gironda
BRIAN L. SPAHR
CHRISTIAN MATTHEW DEL GIORGIO
Hai Benson Phan
Carlos F. Rodriguez
Osvaldo Arambulo
CRAIG STEWART FROLICH
Irah Juarez
CATHERINE ELIZABETH SCHNEIDER FULLERTON
Kyle James Brancato
JASON NICHOLAS HOBBS
Eric Frontino
VARSHA NAMBIAR
Jeremie James Moe
LAWRENCE GIBBONS RUSSELL
MATTHEW DYLAN CRANDALL

Within 25 miles of Huntington, CA, Best Investors lists 688 registered investment advisory firms with 2,002 offices nearby, managing about $21.5T in combined regulatory AUM across 3,186,092 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

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