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Best financial advisors in Laguna Woods, CA

Registered advisers within 25 miles of Laguna Woods, CA.

Offices
1,688
Firms
647
Combined AUM
$21.4T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,185,614 clients when Item 5C has a number
Avg / client
$6.73M
Combined AUM ÷ clients

Nearby offices

Firms

ALLSTATE FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
BARLOW, PAUL DAVID
THE FINANCIAL COACHING GROUP, INC.
CETERA INVESTMENT ADVISERS LLC
AVALON FINANCIAL ADVISORS
OSAGE PACIFIC ADVISORS, INC.
EMBARCADERO CAPITAL ADVISORS, INC.
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
FUSION FINANCIAL
ADVISORS ON CALL
TOWNELEY CAPITAL MANAGEMENT, INC.
MWA FINANCIAL SERVICES INC.
J.P. MORGAN SECURITIES LLC
INTEGRITY ALLIANCE, LLC.

Investors

MICHAEL CHARLES BERRY
Ethan Donahoe
Dianne Lynne Mayne
Eric William Connella
Bradford Samuel Runyon
PAUL DAVID BARLOW
MICHAEL LEWIS STOKES
ARLENE STOKES
ANDREW KENT MARKHAM
ANDREW PHILLIP MCVAY
Reva Suzanne Sanchez
PHILLIP SCOTT VIGIL
ROBERT LANSING HICKS
Geoffrey Erik Fellows
Parker Terrill Austin
CHRISTOPHER PAUL JENKINS
MICHAEL HENRY CERRO
AMIRREZA KAYYAL
GREGORY AVERY RAMIREZ
ERNEST DANIEL GARRETT
PAULA DURRANT
TRACY ANN KUNTZ
ROBYN LYNN CLARKE
Carlos Ortega
MARTIN DANIEL STANDISH
OMID EFTEKHARI
SCOTT JOLYON MONROE
BRIAN CRAIG MOSHENKO
Joshua Evan Leung
Cole Redmond Hunter
Jacob Cole Ferdig
Hector Alexis Romo
Saul Lopez
Duc Duy Le
Carlos Enrique Sanchez
CHAD BRADEN FOSTER
JONATHAN PAUL OBEST
Sean Patrick Keyes
Tess Buenaventura
Brady S. Schrock
MICHAEL MISAK
Clinton Hubbell Throop
JOHN EMIL LIMPERT

Within 25 miles of Laguna Woods, CA, Best Investors lists 647 registered investment advisory firms with 1,688 offices nearby, managing about $21.4T in combined regulatory AUM across 3,185,614 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 Woods

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