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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

CREATIVE FINANCIAL DESIGNS, INC.
LPL FINANCIAL LLC
SEMAPHORE INVESTMENTS
WELLS FARGO CLEARING SERVICES, LLC
UBS FINANCIAL SERVICES INC.
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
CAPITAL CS GROUP, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
VOYA FINANCIAL ADVISORS, INC.
DST WEALTH MANAGEMENT LLC
TEMPLEMAN WEALTH MANAGEMENT INC.
EDWARD JONES
ONEDIGITAL
VALMARK ADVISERS, INC.
XFO CAPITAL
CENTERPOINT FINANCIAL MANAGEMENT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

Wyatt LaLonde
Aaron Tucker
MICHAEL BIENSTOCK
WILLIAM SCOTT FREEDMAN
Abraham Alan Azar
KEVIN WALTER VOGT
ROBERTO JOAQUIN DURAN
Cole David DiMarco
MICHAEL DEAN LOCKWOOD
Brent Dennard
MARIANNE SELLERS EHLERS
Kevin Matthew Campbell
MATTHEW TAYLOR MANSKAR
Jaden Grant Duncan
ESMERALDA ALMAZAN
BRAHAM JEFFREY DUNCAN
NICHOLAS ANDREW LOCKWOOD
DERRICK NGUYEN
Grant Michael Lockwood
VALERIA ESTEBAN
Jennifer Schrier
Sean Patrick Hooper
DEAN ALLAN HOLMES
RYAN GLENN BIBLE
Logan S. Sandhu
William Pegram
Jin Ming He
AMY Marie MCGINNIS
JESSICA ANN MCCONNELL
TODD JARED CARBONE
DAN CHANG
GAVIN THOMAS GRUENBERG
MICHAEL WOLFGANG KLECZEK
JOHN B BALMER
Michael Scott Templeman
Jeffrey W Albert
Ryan Patrick McLaughlin
MICHAEL JOSEPH CASTNER
MICHAEL ALAN ROSENTHAL
GABRIELLA CARMELA TOTH
Gregory Caldwell Hanhauser
Monte James Harrick
Binjie Li
JOHN PAUL GEISBAUER
WILLIAM E HARGROVE
SUMMER LYNN MILLER
JOSEPH VINCENT VOLZ
BRYAN CLARK
ALEXANDRIA JEANE PAGE
WENDY EDDY
ANNE ELIZABETH NORRIS
GLENN STODDARD
CHRISTANA RENEE FREERKS
MARK ANSARA
JAKE MILES JOHNSON
LISA MAYER
SUSAN ELLENA
NANCY JOHNSON

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