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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

7 STREETS FINANCIAL, LLC
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
PEARSON, FREDERICK, NORMAN JR.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
EIGER WEALTH MANAGEMENT, LLC
SHARMARC FINANCIAL ADVISORS, INC.
BANKERS LIFE ADVISORY SERVICES, INC.
NEWEDGE ADVISORS
LPL FINANCIAL LLC
HERITAGE WEALTH MANAGEMENT, INC.
KINGSWOOD WEALTH ADVISORS, LLC
BENCHMARK ADVISORY SERVICES, LLC
TORREY PINES FINANCIAL, INC.
FOCUSED MISSION FINANCIAL
VAN NOSTRAND WEALTH MANAGEMENT LLC
SAGE CAPITAL ADVISORS, LLC

Investors

TRAVIS SHAWN LEWIS
CHRISTINE LISA DELLACATO
FREDERICK NORMAN PEARSON
MARK ALLEN HYMA
ROBERT ARTHUR KOBA
THIAGO MORAES GARCIA
SCOTT ROBERT BRAMWELL
FABIAN MICHAEL WALDNER
N Alexander Alard
Luca NMN Vivan de Queiroz
Matthew Donato Mazzella
WILLIAM R MITCHELL
MARCUS GREGORY HENNEN
SHARON KAY PETERSON
EDWARD PATRICK HOGAN
DANIEL JAY SHAINBERG
Michelle MH Hams
JORDAN LAMARR GIBBS
RYAN KENT GIBBS
DAVID PAUL ANDREWS
William Kirk
MICHAEL TSIAKLIDES
WILLIAM GENE BIANCHI
Nicole Marie English
GARY G GARCIA
Namhee Park
John Loeffler
RAMIRO HERRERA
Eduard Kazatsky
Han Gu
JEFFERSON TRENT OLNEY
Stacey Don Price
H CRAIG RAPPAPORT
JOHN NORMAN BLISS
CONRAD KENNETH BRANSON
JULIE ANNETTE BROADY
Scott Elliott Poore
Jason Parker
Garland Allen Risner
KIM DESIO
DOUGLAS BLAKE SOLINSKY
MOHAMED A ALSORAIMI
KALYAN KAVILI
PAUL SANGYOP LEE
JAMES PATRICK GREEK
Gabriel Talley
Christian Syng-Gi Park
BLAKE RYAN FOWLER
RICHARD S RODGERS
Kyle Douglas Foster
DEREK Brian HERZER
JACOB JEFFERY PULVER
Alec Lane Goldberg
RICARDO EDUARDO HARMSEN
ADNAN HAMID HUSSAIN
DEAN T ANTONOPOULOS
JOHN CURRIER GOODSON
BARRY WAXLER
GREGORY LEWIS STEPHENS
RICHARD HARDY DAWKINS
CHRISTOPHER PAIGE SCARBOROUGH
JOHN MATSEK
Joseph Wainer
MARK EDWARD PEETZ
DOMINICK VINCENT PULLANO
MICHELLE L VARTANIAN
John Francis Dolan
GREGORY JOHN RICHARDS
ANTHONY ALBERT NARDI
Christopher Haddad
FRANK FLOREZ HSIN
CHRISTOPHER S BROWN
CHRISTOPHER THOMAS DOYLE
JEFFREY ALLEN FALKE
CYNTHIA A PULVER
Shanda Kay Ransom
BRIAN MICHAEL DIXON
KEITH EARL SPELMON
FRANK EDWARD MONTES
MATTHEW RICHARD RYAN
Garrett Van Nostrand
JOHN FISKE FAUSTINO
CODY WILSON ROULIER
MURRAY LOUIS HOUGEN
DEBORAH JENNIFER SEVERN
CARL EDWARD RUSTIN

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