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Best financial advisors in Leucadia, CA

Registered advisers within 25 miles of Leucadia, CA.

Offices
1,302
Firms
542
Combined AUM
$18.6T
Firm-wide filings, not assets booked only here
Clients
91.8M
91,847,111 clients when Item 5C has a number
Avg / client
$202.9K
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
ORION CAPITAL MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
WEALTHLYNK, INC.
PATHWAY ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC
MISSION HILLS FINANCIAL ADVISORY LLC
LPL FINANCIAL LLC
DAVID THOMAS,CPA,ESQ., PC

Investors

TERRY LECOMPTE
ALEXANDER DOMINGUEZ AROS
TOMMY RAMZI TOMINNA
Chaz Michael Fahrner
LUIS ALBERTO AYALA BAUTISTA
THOMAS CHRISTOPHER LOGUE
Nathan A Hockstra
Scott R. Weber
CHAD C WAUSCHEK
JEFFREY RANDALL WIYNINGER
VIRGINIA JEAN LEON
Kevin Jeremy Fox
JAMES PAUL CASSADY
JOHN ANDREW POPKA
Garret Campbell
MICHAEL ROBERT HEIDTBRINK
Alexander James Peterson-Cross
Matthew Stratton
Brian Vowles Schrock
William Perri
Erik Daniel Karlson
JASON JOSEPH SHAYA
MINKA FRANCIS HULL
MARK HAROLD HULL
PANDELIS PHILIP CHRYSSOSTOMIDES
RACHEL HELEN CHRYSSOSTOMIDES
Sara de Torres
David Thomas

Within 25 miles of Leucadia, CA, Best Investors lists 542 registered investment advisory firms with 1,302 offices nearby, managing about $18.6T in combined regulatory AUM across 91,847,111 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 Leucadia

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T 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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM