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Best financial advisors in Lugo, CA

Registered advisers within 25 miles of Lugo, CA.

Offices
2,900
Firms
1,209
Combined AUM
$27.7T
Firm-wide filings, not assets booked only here
Clients
3.52M
3,516,023 clients when Item 5C has a number
Avg / client
$7.88M
Combined AUM ÷ clients

Nearby offices

Firms

AVANTE CAPITAL PARTNERS LP
MAR VISTA INVESTMENT PARTNERS, LLC
ANGELES EQUITY PARTNERS, LLC
LOS ANGELES CAPITAL MANAGEMENT LLC
BRENTWOOD PRIVATE EQUITY, LLC
WESTWOOD WEALTH MANAGEMENT
BALMORAL MANAGEMENT II L.P.
AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC
SDS REAL ESTATE ADVISORS
TRUE WEST MANAGEMENT COMPANY, LLC
SANCUS CAPITAL MANAGEMENT LP
RESMARK EQUITY PARTNERS, LLC
FENUL LLC
FENUL WEALTH MANAGEMENT LLC
VALUE ROTATION STRATEGIES LLC
AVENTINE CAPITAL MANAGEMENT LLC
DAIMYO INVESTMENT MANAGEMENT LLC
OPPENHEIMER & CO. INC.
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
LEGACY WEALTH MANAGEMENT, LLC

Investors

JEFFREY BOWDITCH PRESTINE
JOSHUA JOSEPH HONEYCUTT
BRIAN LEE MASSEY
SILAS ALGIA MYERS
TANNER BUTTON
MICHAEL ANDREW PURYEAR
Jeffrey Cosgrove
KENNETH EARL MAYNE
tayeb ayat
ADAM MICHAEL SCOTCH
LEDA JOAN OZMEN
TUYUN BRIAN RA
SAM HASSAS ROUDSARI
MICHAEL BRUCE LEMKIN
ROBERT DAVID ROSENSTOCK
KEVIN CRAIG SALK
JUDITH GERETTE GORDON
ANITA MARIE DAGUILAR
IRWIN NORMAN MAZUR
FENG SHEN
ADAM MANNA QUARELLO
GREGORY BAINES IGLOW
KAREN DALMAU
SEAN MEIER
MAXWELL ADDISON LUCK
DEVON BRETT SILBER
REIJI CHRISTOPHER KODAMA
MICHAEL HOWARD ROSENMAYER
RAYMOND LEW
KEVIN FOSTER FRIEDMAN
MICHAEL J SQUELLATI
JOE T CHAN
MARK JOSHUA ROMAN
BRUCE JAY LESSINGER
RANDY FARZIN MOSHTAEL
MERRELL GERARD SIEGEL
MARK WILLIAM WEINBERG
DEREK SCOTT RADULSKI
FRANKLIN MOHRI
LALEH HAKIMI
AIDA Shahid MCNAMARA
vito Giovanni Roberto
William Franklin Larsen

Within 25 miles of Lugo, CA, Best Investors lists 1,209 registered investment advisory firms with 2,900 offices nearby, managing about $27.7T in combined regulatory AUM across 3,516,023 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 Lugo

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

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T 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 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM