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Best financial advisors in Morro Bay, CA

Registered advisers within 25 miles of Morro Bay, CA.

Offices
131
Firms
61
Combined AUM
$9.82T
Firm-wide filings, not assets booked only here
Clients
2.43M
2,429,514 clients when Item 5C has a number
Avg / client
$4.04M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
RB CAPITAL MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SLO MONEY MANAGERS
KOBATA FINANCIAL
MADISON AVENUE SECURITIES, LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
ROTHMAN INVESTMENT MANAGEMENT, LLC

Investors

Jennifer Lee Redman
GEORGE GREENE ROSS
ELIZABETH A. Raines
Steven Alan Ocheltree
Nelson Pamplona
Jacob S. Nichols
Lucas Christian Munds
Alexander Schams
Jocelyn Nicole Furtado
Deanna Jebamani Richards
Dave W Pruett
THOMAS TERRY VIGIL
Nazaree Jackson
Natali Medina Sanchez
COURTNEY MARIE MORROW
PAUL ANDREW PAROTTI
SARAH MARIE ANDERSON
NELSON MIKI KOBATA
TIMOTHY HAROLD HOLT
Charles Althair Matthews
David Charles La Rue
Sara Rose Hays
JACOB TIMOTHY ROTHMAN
Larson Duncan Patty

Within 25 miles of Morro Bay, CA, Best Investors lists 61 registered investment advisory firms with 131 offices nearby, managing about $9.82T in combined regulatory AUM across 2,429,514 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 Morro Bay

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM