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Best financial advisors in Lompoc, CA

Registered advisers within 25 miles of Lompoc, CA.

Offices
44
Firms
22
Combined AUM
$7.94T
Firm-wide filings, not assets booked only here
Clients
1.22M
1,219,570 clients when Item 5C has a number
Avg / client
$6.51M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
X ADVISORS, LLC
INDEPENDENT FINANCIAL GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC
BENEDETTI FINANCIAL, INC.
MONARCH WEALTH STRATEGIES
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
ONEDIGITAL
GOLDEN STATE WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY

Investors

Brian Thomas Keith
ANTONIO PEREZ MENDOZA
Robert Jeremy Rich
Alexander Stewart Koury
Jesse Wayne Bristow
Thorne OConnell
MEGAN ANN DUARTE
Terry L Dworaczyk
CINDY DIANE KELLEY
BRADLEY DUANE JOHNSON
COLLIE DICKEN COBURN
Timothy Gerald Graham
RANDALL JOSEPH GIORGI
Joshua Micah Coffey
Jefferson Shane Ledgerwood
TRENT JOSEPH BENEDETTI
CHRISTIE L BENEDETTI
IRENE THERESE TIMMONS
Todd J. Sears
BRUCE ALAN ALTHEIDE
Juan Forcado
SETH WHEATLEY OLLICE
WESLEY RAY BROWN
DAVID M OGDEN
ROBERT ALAN OGDEN
Iran Yadira Zaranda Velazquez
SUZAN MARTIEN VICTOR
JENNIFER TAYLOR MURRAY
EDWARD PATRICK MURRAY
BRETT LEWIS KRAUSSE
Aimee Danielle Harrell
HARI IYER
CLIFFORD BRUCE COOK
DONNA LYNN RANDOLPH
Jo Ann Meriweather Boortz Massicott

Within 25 miles of Lompoc, CA, Best Investors lists 22 registered investment advisory firms with 44 offices nearby, managing about $7.94T in combined regulatory AUM across 1,219,570 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 Lompoc

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM