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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

MML INVESTORS SERVICES, LLC
TUCKER ASSET MANAGEMENT LLC
CITIGROUP GLOBAL MARKETS INC.
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
TRITON PACIFIC HEALTHCARE PARTNERS, LLC
JOSEPH M. SEBO, CFP INC.
CAPITAL FINANCIAL CONSULTANTS GROUP, INC.
INDEPENDENT FINANCIAL GROUP, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
WEDBUSH SECURITIES INC.
FORDWELLINGTON LLC
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FIRST COMMAND ADVISORY SERVICES

Investors

Stone Gregory Sinek
SCOTT GREGORY SINEK
ROBERT LLOYD MACNIDER
PAUL YOON
JON PINCKNEY
ALISON MACNEISH ALMAZAN
CARLOS ANDRES SUAREZ
KENNETH CHARLES ANNALORO
ASHLEY CHEGREN
JEFF DEAN FISHER
ANGELA MARIA LORD
HAYNES LENTZ KENDALL
WILLIAM LOUIS KNOKE
GRANT DOUGLAS PRESCOTT
PETER DOUGLAS PRESCOTT
EDWARD JAMES HENDRICKS
EMILY LOUISE KESTLER
MICHAEL CLARK BOGSETH
WILLIAM ANDREW TYCHSEN
LORRAINE GRAY BORIS
Rajan Shankara
TODD ANDREW BROOKS
Lauren Elizabeth Gay
Tyler John Racanelli
Luis Roberto Najar
Jeffrey William Dowling Holsinger
Joanne Kelly Olson
Nicholas John Gilewitch
Troy Franco Liddi
Amanda Marie Jones
Adam Seth Davis Creel
Don Bradley Crane

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