Best Investors Account Sign in

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

U.S. BANCORP ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIGROUP GLOBAL MARKETS INC.
ALLSTATE FINANCIAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
SKORHEIM WEALTH MANAGEMENT, LLC
EDWARD JONES
HSBC SECURITIES (USA) INC.
CETERA INVESTMENT ADVISERS LLC
PACIFIC PARK FINANCIAL, INC.
IMPACT AMERICA MANAGEMENT, LLC
TRIPACIFIC CAPITAL ADVISORS, LLC

Investors

Jason Khing Ong
Carmencita Protacio Calaway
SID HUKIC
LIYUN CHANG CHI
Linda E-Ting Wang
ZHENXING LAO
MICHAEL CHARLES BERRY
Hajime James Sakiyama
Midori Nakano
Jason Arayata
Liyan Fan
Xuepan Zeng
CHANGHOON OH
Izamar Perez
KEN TSANG
JAMES MICHAEL SKORHEIM
JAMES MICHAEL SKORHEIM
FRANK W LU
Jessica Wang
Beiyun Wang
Frank Wen Dah Huang
Jingxian Yu
Craig Alan Eshenko
Peiyi Wang
ANIL CHANDRAKANT PATEL
DALAL SALLMAN
SYED RIZVI
Rui Hu
JIETING ZHANG
SIMON SYER
KAI SHENG
Man Kit Lin
Wang Liao
CINDY MO
GARY AIREN GORDON
Jin Ming He
JIAQI CHEN
Jijun Zhang
Christina Chang
ROBERT MICHAEL GARCIA
RICHARD GUTIERREZ
Mary Montgomery
REA MAYER
Brandon Baenke
Jean Muhuza
Patrick Sweeney
Peter John Hernandez
ELFORD SMITH MORGAN
SUSAN ROTH
Sarah Mishriki
Lanan M Clark
Gregg G. Panski
THOMAS Dean ELLISON
SHERMAN HASSELSTROM
Amanda Marie Grayson
Malinda Rice
Lloyd Desenganio
CHADESH PERSAUD
Thomas Chiswick
Sean M. Myers
Daniel W. Pontonio
NEIL CORSE
Connie F Liberto-Alvarez
ALISHA COCHRAN
MORISEA DAVIS
Lorna G. Rein
Veronica Navarrete
Diana Marie Kinkaid
Kimberly Nute-Jones
Anthony Turjoman
Kevin R. Alexander
Andrew Werkheiser
ERIN ALSMAN ROBERTSON
ROBERT MICHAEL GONZALEZ
Tyree D. Floyd
Gregory Surat
Amy E Lopez
KOFI SAKYI
BRITTANY NICOLE ROMERO
Heidi E. Henderson
Devin D. Bebout
Mason McEvers
Michael David Ramsey
Shelby Hallford
Antwann Holmes
Derek Albert Frank-Hidalgo
John R Herron
ASHLEY DENISE SHERROD

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