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Best financial advisors in Monarch Bay, CA

Registered advisers within 25 miles of Monarch Bay, CA.

Offices
1,273
Firms
564
Combined AUM
$21.2T
Firm-wide filings, not assets booked only here
Clients
3.18M
3,183,099 clients when Item 5C has a number
Avg / client
$6.67M
Combined AUM ÷ clients

Nearby offices

Firms

BNY MELLON SECURITIES CORPORATION
KINGSBRIDGE WEALTH MANAGEMENT, INC.
CAMPBELL ADVISORY SERVICES, LLC
WING
LIFETIME FINANCIAL, INC.
EDWARD JONES
DYDX CAPITAL, LLC
VERAISON ASSET MANAGEMENT, LLC
NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC
REVITATE FUND ADVISOR LLC
KNIGHTSBRIDGE WEALTH MANAGEMENT
ROW ASSET MANAGEMENT, LLC
THE CAPROCK GROUP, LLC
EMPIRICAL WEALTH MANAGEMENT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LONGTAIL ALPHA, LLC
SIROCCO PARTNERS, LLC
TARBOX FAMILY OFFICE, INC.
CORIENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

CONNIE CRYSTAL GORCZYCA
MICHAEL DANIEL IMMERMAN
KELLY KALISTER CAMPBELL
Bryon Devon Pyle
RANDALL ALBERT LUEBKE
Yulia Grigorievna Ordway
JAMES MATTHEW ROSSI
SHARON RUTH HICKLIN
GARY LEONARD HICKLIN
DARREN M CANDIOTTY
LEONARD SIMON BAKKER
Cameron Hume
Jeffrey Householder
PAUL JOSEPH HEGENER
MARYANN FERGUSON HARRISON
PETER THOMAS PEREZ
Blake Weston Nollenberger
BRUCE WESTON NOLLENBERGER
TERESA ANN WAGNER
MILES ELLIS YOURMAN
KURT EDWARD BEIMFOHR
JAMES ROBERT GARRISON
JOSHUA DAVID MEIER
Hailee Jean Brigman
Geoffrey Hauck
JOHN GILBERT PRICHARD
LINDSEY MORGAN GARN
JEFFREY VIETH
Kevin Joseph Sierzant
MICHAEL JAY HAMRICK
MEGAN BRILEY JONES
ERIC SPRAKER
ROWENA LACUESTA
DEREK HUFFMAN
RICHARD SPRAKER
VINEER NMN BHANSALI
Kai Xiong
MICHAEL J NOZZARELLA
Timothy Joseph Ryan
Connor Michael Macho
MARY ELIZABETH SIGLER
GORDON HASSENPLUG
ROBINDER SINGH SAGGU
GREGORY JAMES WALTERS
DANIEL JAMES BICKEL
JACOB D KOLLER
Elise Orton
ALEXANDER FARNUM STIMPSON
DARREN LEE HENDERSON
Chris Martin Johnson
MICHAEL RANDALL PHELPS
AUSTIN THOMAS ALLEN
Abigail Von Schlegell
Nicolae Cristea
Alicia Johnson Byrnes
Darin Glen Tuttle
CHRISTOPHER ALDEN COPPS
HEIDI LYNN
SHANE MURRAY BOEX
JOSHUA ELLIN
Ivan Flores
Jing Jin
TRENT P BAXTER
PHILIP ARAM HEKIMIAN
William Han
Mark JARRETT Benson
James C Duncan
Dirk Joseph Harris
Robert CHARLES Kacer
Claudia Mocan Jenkins
LAURA TRAN DANG
MICHAEL WAGSCHAL
Zahira Martinez
PAUL GUY WILLIAMS
DOUGLAS MATTHEW PALMER
Dorothy McGee
Kim K Chu
THOMAS HALE MALONEY
RACHEL I LEE
TRAJAN X SUNG
Shannon L Giesecke
Jonathan D. Chow
RAMIN NAGHSHINEH
Michael A Poole
Michael Andrew Niemiec
Alex Gitelson
Maricella Solorzano
Doris J Cortes
Jiayi Yu
Blake Dana DeBoer
Alan Owen Epperson
Jeffrey William Dowling Holsinger
GENNA BETH BOLLS
Zachary John Wesley
Stephen William Fillet
Lewis S Rosensitto
JoAnn MARIE Anderson
GABRIELE KAIALOHA BLISS
KIMBERLY KAY FLORES
LEWIS D LE
NAZANIN SAIDI
MAE G DELABARRE
RYAN M DAYALA
Xavier Ernesto Manrique
Stephanie M Gormley
Juan Zhao
Luis Roberto Najar
Sukhman P Kaur
David A Acosta
Sterling Winslow
Adriana Acosta
qianyi ma
Chace Christian Antony Jackson
SHAHRYAR AHMAD SHAIKH
Ricardo Ulises Cruz
MAXIM GORLOV
James Kiet Bui
Shelby Thai

Within 25 miles of Monarch Bay, CA, Best Investors lists 564 registered investment advisory firms with 1,273 offices nearby, managing about $21.2T in combined regulatory AUM across 3,183,099 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 Monarch Bay

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