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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

CETERA INVESTMENT ADVISERS LLC
TIDEMARK, LLC
PARK AVENUE SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
NECTARINE
THRIVE PORTFOLIOS
THE GARRETT GROUP
WELLS FARGO CLEARING SERVICES, LLC
HUB INVESTMENT PARTNERS, LLC
MEASURED RISK PORTFOLIOS
INDEPENDENT FINANCIAL GROUP, LLC
EDWARD JONES
LPL ENTERPRISE, LLC
J.P. MORGAN SECURITIES LLC

Investors

Skyler Anthony Pinto
TYLER JAMES ABNEY
JOSHUA ALBERT STIPCICH
Giovanna P Leyva
BRAD NORMAN DUERKS
FRANK JOSHUA ALVAREZ
JARED J REDFIELD
ANTHONY CHARLES MCLEAN
CHAU Q LAI
Tanya Melissa Gonzalez
SANDRA ANNE WILLIAMS
William Sjem
BRETT T KEENER
DOUGLAS M BRAUER
JASON G GIORGIO
THOMAS E KEENER
KIM JOHNSON MAHONEY
GAGANDEEP K SAHNI
KIMBERLY CORRIE HARRIS
DAVID P REARDON
Brad Whittelsey
MIRANDA CHRISTINA MONTEJO
WILLIAM C BERGER
ENRIQUE FLORES ENRIQUEZ
Bryan Wilczewski
BRANDON T CAPPS
JOHN MARTIN TANNER
James T Schwager
ASHLEY FARR WALTERS
NICHOLAS STEPHEN BIALECKI
Darek Williams
Giovanni Vincent Monaco
Heath John Haggerty
Heather Nicole Comella
Lillian Hope Irion
Adam Nicholas Coleman
LINDA NMN GRIZELY
ARIK KERMIT PETERSON
Carla Taylor Adams
MADISON NESTOR SHARICK
KATHLEEN BRITTANY BOYD
Nicholas Gregory Kyburz
DAVID SCOTT BARTA
MATTHEW THOMAS GRAY
DANIEL PATRICK KENEALY
CRISTINA PEREZ
DARCI COLLEEN ZAUNMILLER
BRADLEY GILBERT
MATTHEW AARON GARRETT
BILLY TAN CHU
CRAIG EDWARD HUNTER
Alexander Joseph Garcia
Alexander William Flecker
Andrew M Clayton
Anthony Salvatore Bileddo
Garrett Mancuso
PETER FRANCIS STRATTON
Mary Catherine Hoffman
LAWRENCE DOUGLAS KRIESMER
BERNARD AARON SUROVSKY
MICHAEL SCOTT MCNEILL
Omar Sakr
JONATHAN MENDOZA
MICHAEL H OLIVIA
Mark SanGiacomo
CORY L MORRISON
RYAN D SCHULTE
ALEKSANDAR S JAKOVLJEVIC
VANJA VERMEZOVIC
James Rossi
Lars Ronten
PETER DAVID WEINBERG
Adam Michael Lane
Michael Bradley Lewis
Brian Octavian Milano
CHARBEL S GHABY
ROD A CREWS
MICHAEL ALEXANDER HESS
ANGELA D MANSFIELD
JEFFREY MICHAEL BARRETTE
STEPHEN S KOH
WILLIAM S HAGE
NEBOJSA SUBOTIC
ASHKAN M GHAHREMANI
DOAN PHUONG NGUYEN
DANNY MAX RECHT
MICHAEL WILLIAM HIXSON
DENNIS MICHAEL BAVIN
IVAN W MERCER
JONATHAN MICHAEL BARRERA
NICHOLAS I CLARK
NIKOLA NOVAKOVIC
NICHOLE MARIE MAYER
GEORGE ALBERT SUSTARSIC
STEPHEN PAUL KELLY
IVAN JORDOVIC
KIMELTON MADRIGAL KIM
CHAD RYAN WILSON
MICHAEL A FUNARO
JUAN PABLO BUSTAMANTE
LUKA LAZAR VUJOVICH
Alden Nicholas Salcedo
Ava Henry
Winston Roswel Stearns
Jalen Lee
Andrew Thomas Schwandt
Matthew D Streeter
Anthony D'Angelo
MICHAEL G VONEBERS
JASON HOWARD SHAPIRO
JEREMY GRAHAM EDGE
NEMANJA SELEZAN
ALFRED JOHN VALENCIA
JACOB AUSTIN CAMPBELL
MARK W VANNATTA
PATRICK SHAWN THEBUS
Adam Cayden Besana
BRANDON KEITH AGAMENNONE
Marko Jaric
JALYN DAWN LUPO
Alexander Patrick Singelyn
Timothy Berislav Petrovich
HUI LIANG LEE
Reed Puzzitiello
AARON M PUTTROFF

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