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Best financial advisors in Laguna Niguel, CA

Registered advisers within 25 miles of Laguna Niguel, CA.

Offices
1,451
Firms
612
Combined AUM
$21.7T
Firm-wide filings, not assets booked only here
Clients
3.18M
3,184,453 clients when Item 5C has a number
Avg / client
$6.83M
Combined AUM ÷ clients

Nearby offices

Firms

U.S. BANCORP ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AEGIS CAPITAL CORP.
CABIN ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
GAINES, JOHN ANDREW
PACIFIC FINANCIAL PLANNERS, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
EDWARD JONES
MILLER FINANCIAL SERVICES, INC.
OSAIC INSTITUTIONS, INC.
HIGHTOWER ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
INDEPENDENT FINANCIAL GROUP, LLC

Investors

Michael Cameron McLean
Sean David Clark
Kevin Neil Carron
Shabnam Rezaei
ERIC MARTIN CORESSEL
Eric Moist
Michael Wayne Burton
Joseph Peter Perricone
WILLIAM LEE NOTRICA
Aaron Graff
David Treffry
Ryan F Neville
ALI A SAGHAFI
Jaden Jerome Slusiewicz
JOHN CHARLES HARCAR
DAVID SAMUEL LOPEZ
Alexandria Kathryn Haines Lopez
Richard Jeffery Riegle
JOHN ANDREW GAINES
EASTON DANIEL MILLER
DENNIS LEROY MOLLISON
FARHAD SEDIQI
JANET Mendez
CARMELLO ANTONIO BUSCEMI
ROBERT LAWRENCE SCHEIN
Madison Jean Evans
WILLIAM FREDERICK BLANKE
ALI BAVARIAN
Reed Patrick Romo
MATTHEW MICHAEL DEWEESE
DEAN ARTHUR ROMO
JESSE CHARLES COX
Joon Young Lee
Mahnaz Nouri

Within 25 miles of Laguna Niguel, CA, Best Investors lists 612 registered investment advisory firms with 1,451 offices nearby, managing about $21.7T in combined regulatory AUM across 3,184,453 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 Niguel

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