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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

RMR CAPITAL MANAGEMENT LLC
CROSSPOINT FINANCIAL, LLC
OSAIC WEALTH, INC.
CENTAURUS FINANCIAL, INC.
INDEPENDENT FINANCIAL GROUP, LLC
KFICO, LLC REGISTERED INVESTMENT ADVISOR
CITIGROUP GLOBAL MARKETS INC.
FAMILY WEALTH STRATEGISTS, LLC
LPL FINANCIAL LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
ONEAMERICA SECURITIES, INC.
EQUITABLE ADVISORS, LLC
ASCENTIS INDEPENDENT ADVISORS, LLC
COOPER MCMANUS
SIMPLICITY WEALTH
GT INVESTMENT PARTNERS, LP
HARMONY POINT WEALTH ADVISORS, INC.
WORLD INVESTMENT ADVISORS, LLC

Investors

DAVID LEONARD VAN OVEREEM
TU ANH TRAN
RAYNA ELMENDORF
WILLIAM THOMAS TONER
PATRICIA F TONER
WILLIAM THOMAS TONER
ROYCE RYAN RUNNING
MARK JOHN GIESER
JOSEPH MICHAEL GIESER
BHOOPINDER SINGH KOHLI
KEN TSANG
Jeffrey Kent Olsen
PATRICIA ANN SCHULER
JOHN RANDALL CARTER
JIM RAMIEN FARHADI
REBECCA LU
ROBERT WESLEY HINKEL
DANIEL JAMES DUBOIS
SKY HIKARI TETSUKA
ANTHONY CODY LEE
STEPHAN PAUL GABRIEL
DAVID ROBBINS JERNIGAN
David B Dickerson
SHIRLEY ELIZABETH PADILLA
Desmond M Daly
Diana H Holiday
CHRISTOPHER KEYS
SHANNON ASHER KUJAWA
Jordan Vander Poorten
ELIZABETH CHRISTINA DE MURO
TRACI LYNN KAAS
Kevin Aaron Krause
Jonathan Martinez
DAVID MICHAEL VAUGHAN
Nancy Ulloa
Ryan Douglas Gensicke

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