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Best financial advisors in Lake Forest, CA

Registered advisers within 25 miles of Lake Forest, CA.

Offices
1,844
Firms
669
Combined AUM
$21.4T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,187,448 clients when Item 5C has a number
Avg / client
$6.73M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
BALANCED WEALTH MANAGEMENT
THE STRATEGIC FINANCIAL ALLIANCE, INC.
GWN SECURITIES INC.
KINGSWOOD WEALTH ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
EAGLE STRATEGIES LLC
DOUGLAS W. JONES ASSOCIATES FINANCIAL & INSURANCE SERVICES, INC.
J. W. COLE ADVISORS, INC.
EDWARD JONES
CWM, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BAROLDI WOOD MANCE FINANCIAL ADVISORS, LLC
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MY ADVISORS, LLC
DST WEALTH MANAGEMENT LLC
U.S. BANCORP ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Hersh Chudasama
CHARLES HAROLD ROWAN
CHERYL LYN KNIGHT
RYAN DANIEL BOUDREAU
Renee Grace Faison
Nikou Moshtaridoust
JEREMY JACOB GUAJARDO
Scott Brenner Jacobs
KATHLEEN MARIE KNIGHT
ADAM DAVID HERZING
JAY EVERETTE SMITH
AARON MICHAEL OVERLIEN
MARK IRVIN BURTON
CHARLES ALLEN KANOY
DOUGLAS WARREN JONES
MELISSA SHAW JONES
Robert Paul Johnston
KIHO CHOI
MARK LOUIS MONIN
ROBERT JON STANTON
RONALD ALLEN CASTLETON
Mark Kais Denali
VINCENT CHARLES BAROLDI
MICHAEL DEAN KING
WAYNE JOSEPH DENNEN
Bradley William Purcell
ERIK OLAV HALVORSEN
JOHN B BALMER
Quinton Robert Espinosa
TOWFIQ CHITALWALA
Kabir Sivjee

Within 25 miles of Lake Forest, CA, Best Investors lists 669 registered investment advisory firms with 1,844 offices nearby, managing about $21.4T in combined regulatory AUM across 3,187,448 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 Lake Forest

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