Best Investors Account Sign in

Best financial advisors in Ladera Ranch, CA

Registered advisers within 25 miles of Ladera Ranch, CA.

Offices
1,440
Firms
604
Combined AUM
$21.3T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,248,824 clients when Item 5C has a number
Avg / client
$6.57M
Combined AUM ÷ clients

Nearby offices

Firms

THIELEN CAPITAL CORPORATION
SALT CAPITAL WEALTH MANAGEMENT, LLC
SALT CAPITAL INVESTMENT ADVISORS, LLC
EDWARD JONES
NAUTILUS ADVISORS LLC
EVERGREEN CAPITAL HOLDINGS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EAGLE STRATEGIES LLC
J. W. COLE ADVISORS, INC.
FIRST CITIZENS INVESTOR SERVICES, INC.
LPL FINANCIAL LLC
KOHR INVESTMENTS
EVERETT HARRIS & CO
OSAIC WEALTH, INC.

Investors

ARTHUR JOHN THIELEN
DONALD KEO DOUNGPANYA
Orlando Espino
Donald P Oliver
DANIEL STOIAN CALLAN
KARA JOYCE MARQUEZ
Surong Lin
Steven K Buck
Bradley Johnson
Niloufar Fatehi
SCOTT ANDREW ZIEGELMEIER
PAUL MARIO AVILA
MOUNIR MORCOS SAID
FADI MANSOUR
Stephen Brian Rouse
BRIAN JOHN MCHENRY
LAWRENCE ALAN BASSELL
MICHAEL DUANE HILL
Brock Allan McNeff
Jacqueline Shohdy
Jason E Brady
Zachariah W Page
OLIVER NORTHCOTE CRARY
MARK ANDREW FOUNDOS
DEBORAH COLE GRIFFITH
ERIC ROBERT LUDVIGSEN
RANDAL STEVEN ELLIS
CARMELLO ANTONIO BUSCEMI

Within 25 miles of Ladera Ranch, CA, Best Investors lists 604 registered investment advisory firms with 1,440 offices nearby, managing about $21.3T in combined regulatory AUM across 3,248,824 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 Ladera Ranch

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