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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

LPL FINANCIAL LLC
IGNITE PLANNERS LLC
J.P. MORGAN SECURITIES LLC
CAPO CREEK FINANCIAL SOLUTIONS
INDEPENDENT FINANCIAL GROUP, LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
GEBHART & ASSOCIATES, INC
PATHWAY ADVISORS, LLC
WEALTHLYNK, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
OPUS INVESTMENT ADVISORS, LLC

Investors

ANDREW RENICK CHATHAM
Thomas John Snyder
DOMINICK ANTHONY ZIZZO
RONALD WILLIAM HADA
KENNETH CLEO JOHNSON
GREGORY HOWARD COOLEY
LEONARD EMIL MOULIN
JENA ELIZABETH SCHUSTER
ANDREW BURTON LABAS
JIMMY DALE LONG
Andrew David Tsu
Jaxson Allred
Marshall Okerlund
DAVID JOHN ALLRED
Wesley Archer Haynes
Hunter Jefcoat
Jacob Teancum Allred
KWINTONE WADE HOUBERG-LAWTON
JOEL DAVID SLATTER
Gavin John Fronk
Charles Brian Conners
STEVEN MAX CHRISTOL
Adrienne Elizabeth Hart
Pierre Jacques Gendreau
CHRISTOPHER MICHAEL VIZZI
MICHELLE N VIZZI
KELLY H CLYDE
Blake A Davidson
Cate N Harrell
DONALD ALLYN HARRELL
Ben Bresnahan
Norma Alejandra Arroyo-Bravo
Jonathan Dickson
BOPHA LIM
Glori Crumpley
DEBORAH ELLEN HAYDIS
DONNA TRAINA GEBHART
ALVIN WAINO GEBHART
Brian Vowles Schrock
CHAD C WAUSCHEK
JEFFREY RANDALL WIYNINGER
VIRGINIA JEAN LEON
Scott R. Weber
THOMAS CHRISTOPHER LOGUE
DENNIS CARL LINDEMAN
STEPHEN JAMES ROHDE
JAMES DAVID HECZKO
MARK ROBERT TOBER

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