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Best financial advisors in Laguna Beach, CA

Registered advisers within 25 miles of Laguna Beach, CA.

Offices
1,702
Firms
654
Combined AUM
$21.8T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,185,863 clients when Item 5C has a number
Avg / client
$6.83M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
CENTAURUS FINANCIAL, INC.
LPL FINANCIAL LLC
EDWARD JONES
PHILADELPHUS CAPITAL
J.P. MORGAN SECURITIES LLC
KOHR INVESTMENTS
CITIGROUP GLOBAL MARKETS INC.
EHRLICH FINANCIAL GROUP
TCFG INVESTMENT ADVISORS, LLC
SENTIENT FINANCIAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY

Investors

WILLIAM RONALD EDDE
PATRICK DION MCGINLEY
DONALD FRANK STEEPE
JOSEPH P DIMINO
BLAKE NORRIS SORENSEN
MICHAEL JAMES RODGERS
SCOTT JAY SCHIFFER
JAMES CHARLES KIECKHAFER
GREGORY SCOTT JOHNSTONE
IAN D HORNSTEIN
Brock Allan McNeff
Jacqueline Shohdy
Jason E Brady
Zachariah W Page
peter jordan strzelecki
Brian Tracy Lam
Robert Joseph Brown
STEVEN DAVID SHIELDS
Karim A. Mekhail
Logan S. Sandhu
WESLEY GARY GUNTER
Carmelo Anthony Battaglia
LAWRENCE ALAN BASSELL
MICHAEL DUANE HILL
Stephen Brian Rouse
BRIAN JOHN MCHENRY
LIYUN CHANG CHI
Linda E-Ting Wang
ZHENXING LAO
ANDREW LEE EHRLICH
HEATHER MICHELLE BOONE
LORA J ROMMEL
JESSICA LYNN KRUSEY
Burton Blayne Brown
Steven Andrew King
Michael John Herlevi
Don M Dumas
HENRY MARTINEZ PENA
RUSSELL A ANDREWS
WILLIAM NOBLE JENKINS
TIMOTHY D. SOULES
STEVEN ERIK JAKSCH
DANIEL CHARLES HAUSCHILD
HOWARD MICHAEL WOLFSON
ERIN MURRAY WILLIAMS
Eric Nichols
TOMMY LEE FAUSETT
JON ALAN KERBY
Matthew Carl Seem
PATRICK ALLEN THOMPSON
SCOTT WILLIAM HOLMES
ANTHONY J BERTOCCHINI
Theodosios Drivas
JULIETT GIVOGRI
TERRY JOSEPH BEAUCHAMP
Carolyn Bethany Hurley
STEVEN M MIRANDA
Marina J Randolph
Catherine Conrad
Shawn Timothy Mulrenan
Nicholas Dzubnar
Michael S. Sussman
Sean H Balkhi
ANDRE JULIAN
JASON JAMES STEPHENS
Trishia H Olivas
NICOLE A QUINLAN
Michael Gregory Scudder
Andrea Laura Brezoi
Stephanie Joy Guyton
ERNEST FREDERICK MARTINEZ
SHEILA LYNN CARLSON
ROBERT MICHAEL RETTIG
WENDY LEIGH FORTENBERRY
Le Ning Zhu
KENDRA IRENE BURI
Zachary Zwilling
Fady Milad awad Mansour
ANOUCHKA MARIE BALOG
TERRY LEE HAGERMAN
DINA MARIE JONES
RITA MARIE KIKAWA
STEVE A. SCHENK
YVETTE RENEE JUAREZ
CARA MICHELLE PAYNTER
AZIZ ANVARALI IHANI
DINA S FERNANDES
MICHELE LEE MENDIOLA
Matthew J Owens
SAM ROGER FATIGATO
PAUL TAESEUNG CHUNG
MARIA T REID
Titus Jeromino Lobo
ARIANA GISELLE BEDOLLA MEDINA
Erika Dominguez
Nicole A Rosario
Dylan Matthew Wong
CHRISTOPHER MULLERY
CONSTANTINE KOUKOS
JACK DOUGLAS BANNING
CHARLES FULLER DOERING
ROGER NELSON CREGG
JAMES JOHN BURI
SOGOL BEHROUZ
KATIE ANN KELLEY
Trevor Ryan Plant
Morgan A Strnad
STEVEN ERIC SCHWIMMER
ROBERT LAURENCE BROWN
GARY JEFF RONEY
GREGORY JON MANIACI
Blake A Davidson
DONALD ALLYN HARRELL
JEFF MAIN
Steven Scott Anderson
VICTOR ALAN RIOS
BRANDON P ANDERSON

Within 25 miles of Laguna Beach, CA, Best Investors lists 654 registered investment advisory firms with 1,702 offices nearby, managing about $21.8T in combined regulatory AUM across 3,185,863 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 Laguna Beach

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