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Best financial advisors in La Jolla, CA

Registered advisers within 25 miles of La Jolla, CA.

Offices
1,378
Firms
561
Combined AUM
$19.1T
Firm-wide filings, not assets booked only here
Clients
91.8M
91,847,673 clients when Item 5C has a number
Avg / client
$207.4K
Combined AUM ÷ clients

Nearby offices

Firms

SEEDFOLIO LLC
THE TIDES GROUP
TVC CAPITAL MANAGEMENT, LLC
HIGGINS CAPITAL MANAGEMENT, INC.
PACIFIC SPIRIT INVESTMENTS LP
GADGET CAPITAL MANAGEMENT, LLC
INTEGRITY INVESTMENT PORTFOLIOS LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NEX CUBED INVESTMENT MANAGEMENT, LLC
FS INVESTMENT MANAGEMENT L.P.
1200 MGMT. LLC
MORGAN STANLEY
HAMILTON MANOR & ASSOCIATES
TORREYANA CAPITAL
INTEGRATED WEALTH CONCEPTS LLC
ALPHACORE CAPITAL LLC
UBS FINANCIAL SERVICES INC.

Investors

GIFFORD LEON TOMPKINS
Chandima Harshapriya Mendis
ANDREW MARK MESTYANEK
DEBORAH MUTISPAUGH HIGGINS
RAYMOND LEE HIGGINS
SHIMON PETER BLUMENFELD
JULIAN ABRAHAM BARTOLOMEI
MEHVISH KHAN
Bruce Joseph Lutomski
Robert Craig Brisbane
Carson Butts
Cameron Han
DANIEL GARDNER CONVERSE
WILLIAM M. BONELLI
MIGNON ELIZABETH DE LA TORRE
ANGIE RAE BURROWS
RANDALL JAMES KILPATRICK
ROBERT ARTHUR MEYEROTT
Joseph V Castagnola
KEITH EDWARD HAMILTON
NATHAN ALLEN MANOR
BRADFORD JAMES UNDERDAHL
TIMOTHY SMITH CALLAN
KYLE ANDREW KRAUS
CHRIS JAMES MAUDLIN
NATHAN DAVID STEWART
TODD A. RUNDLE
Josh William Weisel
Samuel Joseph Woo
David Michael Jude Curiel
BROOKS WILLIAM MERRIFIELD
KIRK CABELL STRAWN
RYAN JAMES CALLAN
CARL ROBINSON ADAMS
STEPHEN PAUL PEDICINI
HENRY JASON MCCLURG
STEPHANIE ANNE WILLIAMS
Jessica Cafferata
NOMATHEMBA NICOLE NKALA-HENDON
JULIET M HULL
COREY ALAN GRAGG
DANIEL ABRAHAM BALL
Troy Edward Owens
Matthew Keith Wiles
Brett S Roenick
RITA KOCH DAY
MARC CHRISTOPHER SEWARD
TREVOR MICHAEL CALLAN
RICHARD GERARD PFISTER
BRIAN DAVID MARVIN
ELISE MICHELE WEINSTEIN
RORY MICHAEL MCGLYNN
JASON COOPER PERLMAN
David Michael Stubbs
JAMES MICHAEL JOHNSTON
DANIEL CONNERS
MICHAEL NEIL MCGREEVY
MATTHEW EDWARD GILCHRIST
JASON JEFFREY DAVIS
HUCKLEBERRY GIBSON
Andrew Alper Theobald
Matthew Christopher Plourde
EDWARD JOHN DURICA
MICHAEL CRAWFORD
JOAN KATHLEEN KOSS
PAMELA LYNETTE MUDD
ERIC MATTHEW GERSTER
Stephen Griffin Sikes
Eden Tadesse Akana
CHRISTOPHER CLINE FREIMUTH
MICHAEL T. TUSAN
ALBERT EDWIN SCHOMBS
MICHELLE ANE'ERIN Hollaender
NICHOLE ELIZABETH ELIZABETH ADAMS
LAURA FETTERMAN
ALEXANDER HOWELL
Katherine Rose Tschida
William David Campana
David James Cynkin
Robert Ming-Li Liu
PETER DONALD MARTIN
FRANK FREDERICK BALDWIN
STEPHEN JOHN SEIBER
MICHAEL DONALD QUARANTA
GLENN LOUIS SAGE
GERALD CARL GOLDMANN
SCOTT JEFFREY SUGARMAN
LISA JEAN LICINI
JESSIE LEIGH DECK
LISA MARIE ARMACOST
Karina Mendoza
Hailey Petry
Trevor Howard
Christian Edward Seiber
JEFFREY ROBERTS DUNIGAN
LYNN DEVERE HUNTER
BRIAN JAY DONALDSON
GREGG HOBART PALMER
KURT BRONSON HOFFMAN
Edward A Gabrielyan
GLENN ALLEN MOSIER
RACHEL A. ARENDT
Anton Tkachenko
Catherine Miller Conway
CAROLIN BOTZENHARDT
ANDREW MORGAN GALEWSKI
CHRISTOPHER STEPHAN RADICI
CASEY ALICIA RADER
STEPHEN MICHAEL LAFATA
MICHAEL SCOTT ANDERSON
JOHN CHRISTOPHER MARSH
Anna Christine Harrington
Austin Philip Gilbertson
BRAYDON J HAMILTON
Bradley Adam Maienschein
Jennifer Kathleen Dunn
COLIN STRAIT PARKER

Within 25 miles of La Jolla, CA, Best Investors lists 561 registered investment advisory firms with 1,378 offices nearby, managing about $19.1T in combined regulatory AUM across 91,847,673 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 Jolla

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM