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Best financial advisors in LAJOLLA, CA

Registered advisers within 25 miles of LAJOLLA, CA.

Offices
3
Firms
3
Combined AUM
$836B
Firm-wide filings, not assets booked only here
Clients
211K
211,317 clients when Item 5C has a number
Avg / client
$3.96M
Combined AUM ÷ clients

Nearby offices

Firms

AGHAJOHN CAPITAL ADVISORS, LLC
LPL FINANCIAL LLC
PRINCIPAL SECURITIES, INC.

Investors

MARK EDWIN THORNE
Adelaide Pund

Within 25 miles of LAJOLLA, CA, Best Investors lists 3 registered investment advisory firms with 3 offices nearby, managing about $836B in combined regulatory AUM across 211,317 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 LAJOLLA

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM