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Best financial advisors in Mission Viejo, CA

Registered advisers within 25 miles of Mission Viejo, CA.

Offices
1,296
Firms
573
Combined AUM
$21.3T
Firm-wide filings, not assets booked only here
Clients
3.18M
3,182,422 clients when Item 5C has a number
Avg / client
$6.68M
Combined AUM ÷ clients

Nearby offices

Firms

J. W. COLE ADVISORS, INC.
CAPO CREEK FINANCIAL SOLUTIONS
LPL FINANCIAL LLC
EDWARD JONES
IQ TRENDS PRIVATE CLIENT ASSET MANAGEMENT
TRITON PACIFIC HEALTHCARE PARTNERS, LLC
CAPITAL FINANCIAL CONSULTANTS GROUP, INC.
INDEPENDENT FINANCIAL GROUP, LLC
SERVICE ONE FINANCIAL
TUCKER ASSET MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
WEDBUSH SECURITIES INC.
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
HORNOR, TOWNSEND & KENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

PAUL MARIO AVILA
Pierre Jacques Gendreau
ANDREW RENICK CHATHAM
Thomas John Snyder
Emahn Ahmari
Diana Corazon Marquez Peters
Brian Patrick Walsh
KELLEY RAY WRIGHT
JEFF DEAN FISHER
ANGELA MARIA LORD
HAYNES LENTZ KENDALL
WILLIAM LOUIS KNOKE
GARY ALLAN PSOTKA
LEON GREGORY JAMES
GRANT DOUGLAS PRESCOTT
PETER DOUGLAS PRESCOTT
LORRAINE GRAY BORIS
Rajan Shankara
TODD ANDREW BROOKS
KENNETH CHARLES ANNALORO
ASHLEY CHEGREN
ALISON MACNEISH ALMAZAN
CARLOS ANDRES SUAREZ
JON PINCKNEY
CHASE ERIC JENSON
ERIC M JENSON
JOSEPH PATRICK DAVID GOPEZ
SAIVAROON ANN DIEHL
Robert Fisher
Lynn Chang-Ly

Within 25 miles of Mission Viejo, CA, Best Investors lists 573 registered investment advisory firms with 1,296 offices nearby, managing about $21.3T in combined regulatory AUM across 3,182,422 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 Mission Viejo

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

1 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T 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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM