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Best financial advisors in Marine Corp Base, CA

Registered advisers within 25 miles of Marine Corp Base, CA.

Offices
684
Firms
290
Combined AUM
$13.7T
Firm-wide filings, not assets booked only here
Clients
2.87M
2,869,140 clients when Item 5C has a number
Avg / client
$4.79M
Combined AUM ÷ clients

Nearby offices

Firms

MT RYAN, INC.
LPL FINANCIAL LLC
HORNOR, TOWNSEND & KENT, LLC
MAROSEK, YUKA
WELLS FARGO CLEARING SERVICES, LLC
CREATIVE FINANCIAL DESIGNS, INC.
COAST WEALTH MANAGEMENT, INC.
PFS INVESTMENTS INC.
TREK FINANCIAL
EDWARD JONES
STEPHENSON AND COMPANY, INC.
OSAIC WEALTH, INC.
MUTUAL ADVISORS, LLC
QUIVER FINANCIAL HOLDINGS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC

Investors

MICHAEL THOMAS RYAN
CHASE ERIC JENSON
ERIC M JENSON
JOSEPH PATRICK DAVID GOPEZ
SAIVAROON ANN DIEHL
WILLIAM SCOTT FREEDMAN
Wyatt LaLonde
MICHAEL WADE VANDENBURG
STEVEN MICHAEL VASQUEZ
ZACHARY FIDLER
CLINTON ROSS BROWN
Joseph John Wenrich
RONALD PAUL HOLLIDAY
Jordan Timmreck
RILEY SEAN STEPHENSON
COLLIN CHRISTOPHER ZINES
BRADLEY STEPHENSON
CORRINE MARIE LAFOLLETTE
Madeline Wolfson
ARLON RAY ENMEIER
MARK ALEXANDER TAYLOR
RICHARD COLBY MCFADDEN
Patrick Morehead
Justin Michael Singletary
Robert Fisher
Lynn Chang-Ly
ZACHARY STUART
Mason Alexander Limm
Misael Alexander Molina
Colin Pederson Smith

Within 25 miles of Marine Corp Base, CA, Best Investors lists 290 registered investment advisory firms with 684 offices nearby, managing about $13.7T in combined regulatory AUM across 2,869,140 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 Marine Corp Base

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC 142 clients · 203 advisers $502B AUM