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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

IP FINANCIAL ADVISORY SERVICES LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
ROYALE INVESTMENT ADVISOR LLC
OAKNEST CAPITAL MANAGEMENT, LLC
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
KENSINGTON INVESTMENT COUNSEL
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
AIX ALPHA LLC

Investors

LUIS MANUEL ESPINOZA
Bryce Evan Bunnell
Ann Marie Bakenhus
MINA GILL
Gregory Stephen Prough
DEREK THOMAS KOKUBUN
ART ANTHONY IGNACIO
CHRISTOPHER VANHORN
PAUL JOSEPH AYD
NORA SEMERJIAN
ALLEN STEPHEN DRAKE
PHILIP BERNARD FRIED
VALI JEAN DEVRIES
Roberto I Flores
JONATHAN SCOTT WIMBISH
Andrew Jeffrey Schmiess
Vi P Le
KRISTI JIN BAE
JUN MIN PETER KOH
Alexa Barragan
Christopher Adam Barredo
HEATHER LYN HACKETT
AMBER NICOLE REAMS
GEOFFREY RALPH MIZRAHI
Esther Heejin Moon
KEVIN TA
Dean H. Choi
KENNETH HWAN CHUNG
Stanley Tang
Thuy Ngoc Bui
LOUELLA MOLINA BASCO
Huyen Jaime
BETTINA THIEN TRAN
MARK OTIS GIVENROD

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