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Best financial advisors in La Honda, CA

Registered advisers within 25 miles of La Honda, CA.

Offices
1,442
Firms
835
Combined AUM
$17.6T
Firm-wide filings, not assets booked only here
Clients
3.38M
3,379,126 clients when Item 5C has a number
Avg / client
$5.21M
Combined AUM ÷ clients

Nearby offices

Firms

WHITESPACE FINANCIAL, LLC
EQUITY ADVISORS, LLC
SCRIBBLE VENTURES MANAGEMENT, LLC
HANOVER (HNVR)
CLUAIN-ERAIRD EQUITY INVESTORS, LLC
GENIUS VENTURES
G2VP, LLC
CHANGE FORCES
LIGHTSTONE VENTURES
WESTERN TECHNOLOGY INVESTMENT (WTI)
CANVAS VENTURES
MORGENTHALER MANAGEMENT CORPORATION
THEORY VENTURES MANAGEMENT, LLC
ALMAZ CAPITAL
LEADOUT CAPITAL MANAGEMENT, LLC
ALMAZ CAPITAL PARTNERS, LTD
ELEVEN PRIME LLC
NEXT LEGACY MANAGEMENT, LLC
PRUNEYARD FINANCIAL GROUP, INC.
MARINER

Investors

DAVID ANGUS BLACKWOOD
James Ronald Morris
JOHN DANIEL MASEGIAN
Phillip Earl Campit
KEVIN J RYAN
SEAN VAN DER WAL
Matthew Charles Millett
MICHAEL J SNOWDEN
GEOFFREY THOMAS WATERS

Within 25 miles of La Honda, CA, Best Investors lists 835 registered investment advisory firms with 1,442 offices nearby, managing about $17.6T in combined regulatory AUM across 3,379,126 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 La Honda

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM