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Best financial advisors in Marina, CA

Registered advisers within 25 miles of Marina, CA.

Offices
171
Firms
80
Combined AUM
$12.2T
Firm-wide filings, not assets booked only here
Clients
2.52M
2,519,648 clients when Item 5C has a number
Avg / client
$4.83M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
ON INVESTMENT MANAGEMENT CO
HASTIE FINANCIAL GROUP
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.
EDWARD JONES

Investors

STEVEN WILLIAM EMERSON
GABRIEL FAUNCE
RYAN TRAVAILLE
TODD ARTHUR KNAPP
JOHNNY DANIEL CASTANEDA
JASON FRANKLIN BRISTOL
Joseph Edward Stretch
Andrew MacQuarrie
SHERI LEE DAVIDSON
HENRY JAMES FRANSCIONI
FRED FRANCISCO SPRINZ
DUANE ARLEN NACK
LARRY DAVID NELSON
Ryan Matthew Hastie
WILLIAM JOSEPH HASTIE
DENI LYNN PATTON
RAUL FIGUEROA
JUAN ANTONIO MARANON
Carlos A. Fullen
GONZALO BRAVO
AGHAHOWA ANTHONY IGBINOVIA
JOSE ANTONIO CERDA
Juan Pablo Aldama
MARY KATHERYN MYLES
IVAN SOMMADOSI WILTON
Charles Rankin Evans
Polly Richardson
MICHAEL WILLIAM MCCLOUD
ANASTASIA ALEXANDROVNA KHOKHOLKOVA
NATHAN LOWELL STEEN
JOHN VINCENT GIAMMANCO
PAUL MATTHEW CAHALAN
JAMES RALPH WILLIAMS
JOHN MICHAEL GIAMMANCO
THOMAS RODERICK NORTH
CHARLES ALLEN EVANS
DIANA DIROCCO
Deborah Josue
Anthony J Mendez

Within 25 miles of Marina, CA, Best Investors lists 80 registered investment advisory firms with 171 offices nearby, managing about $12.2T in combined regulatory AUM across 2,519,648 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 Marina

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM