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Best financial advisors in Monterey, CA

Registered advisers within 25 miles of Monterey, CA.

Offices
121
Firms
63
Combined AUM
$12.5T
Firm-wide filings, not assets booked only here
Clients
2.39M
2,388,779 clients when Item 5C has a number
Avg / client
$5.25M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
MCFARLAND ASSOCIATES
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
CREATIVE PLANNING
EDWARD JONES
RBC CAPITAL MARKETS, LLC
COMMONWEALTH FINANCIAL NETWORK
STIFEL, NICOLAUS & COMPANY, INCORPORATED
HILLTOP SECURITIES INC.
AMERICAN INVESTORS COMPANY

Investors

HERMINIA ESTRELLA OJEDA
CHRISTOPH ROBERT STAPLETON
JIMMY MICHAEL RINEHART
GLENN JEFFREY REIS
AARON J SCHWARTZ
SPENCER WILLIAM RAND
MICHAEL JOHN WILLIAMS
Julie P King
LARISSA AMANDA LEA
SUSAN JANE REDE
GARY EUGENE DOUGLAS ALT
SPENCER HARVEY LLOYD
Hannah Dee Rogge
James McSpadden Phillips
MARK W KOOIMAN
CRISTOFER ANDRES CABANILLAS
STEVEN CHARLES MERRELL
ZACHARIAH A HARNEY
Deborah Josue
Anthony J Mendez
JOSEPH JAMES MARTELLO
ANNE ELIZABETH WIGHT
KATHLEEN ELAINE HUGGINS
CYDNEY IRENE CRAMPTON
Charles Rankin Evans
Polly Richardson
MICHAEL WILLIAM MCCLOUD
ANASTASIA ALEXANDROVNA KHOKHOLKOVA
NATHAN LOWELL STEEN
JOHN VINCENT GIAMMANCO
PAUL MATTHEW CAHALAN
JAMES RALPH WILLIAMS
JOHN MICHAEL GIAMMANCO
THOMAS RODERICK NORTH
CHARLES ALLEN EVANS
DIANA DIROCCO
ANTONE DOMAN MERCURIO
Francisco A Arevalo
EUGENE GANELES
KEVIN M RICHARDSON
Nicandro Albert
FRANK A DYER
CHRISTOPHER MURRAY
KEVIN DARIN KOTT
THOMAS JAMES FALEDAS
MICHAEL RICHARD DAVIDSON
KEVIN DOELL
WILLIAM JAMES PINKERTON
LEONARD NORMAN LAUB
JOEL BERNARD KNIGHT
JASON FRANKLIN BRISTOL
RYAN TRAVAILLE

Within 25 miles of Monterey, CA, Best Investors lists 63 registered investment advisory firms with 121 offices nearby, managing about $12.5T in combined regulatory AUM across 2,388,779 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 Monterey

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM