Best Investors Account Sign in

Best financial advisors in Nas Miramar, CA

Registered advisers within 25 miles of Nas Miramar, CA.

Offices
1,328
Firms
546
Combined AUM
$18.8T
Firm-wide filings, not assets booked only here
Clients
91.8M
91,847,075 clients when Item 5C has a number
Avg / client
$204.3K
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
WARD & ASSOCIATES
SIMPLICITY WEALTH
ROCKEFELLER FINANCIAL LLC
ONE DEGREE ADVISORS, INC.
INDEPENDENT FINANCIAL GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CREATIVE PLANNING
LANTZMAN MANAGEMENT
J.P. MORGAN SECURITIES LLC
COPLEY FINANCIAL GROUP, INC.
FIRST COMMAND ADVISORY SERVICES
VALIC FINANCIAL ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
RED SEVEN

Investors

ROSEMARY CARLISLE
Christopher Alan Abrams
VERONICA Marie CAMPANELLA
ANGELA KOLB CAGWIN
CHARLES WESLEY HARTFORD
FREDERICK DONALD FARNSWORTH
George Alexander Kroll
ALEXANDER EDWARD OKUGAWA
Matthew Steven Calcagno
Philip John Reuer
JAMES JOSEPH THOMASON
Karl Heinz Kohne
ANTHONY LAWRENCE SAFFER
JANICE ADELE THOMPSON
JEFF SCOTT BOYD
IVAN ARTHUR SCHLEDER
KRIS ALAN IVERSON
VINCENT ARMOND CROOM
MATTHEW RYAN WALKER
NICK PATRICK DENUCCI
KATHLEEN ANNE HARRIS
Daniel Lee Pallesen
ERIN MARIE GRAHAM CHILD
NAIEF AL-CHAIKH
Troy Lee Robertson
ALAN THOMAS BUNCE
MATTHEW D KLEIN
Scott Zardenetta
Philip John Denstad
Athena Zeidler
MATTHEW DAVID COPLEY
Kent Allen Hulse
Jessica Renee Roth
DAVID CARL MAGEE
Ruben Garcia Camacho
David Morales
Sean Jacob Ferreiro
Nicholas Ray Wallace
Mark Thanh Nguyen
Nicholas Wakefield
Andres Miguel Sanchez Quiroz
Dustin Sterling Ferreiro
Abigail Marie McDaris Woods
Anna Marie Beasley
Marcus Aaron Little
Lincoln Muriithi
Brian BuDoff
JASON RONALD SURYA
Joseph Cisneros
Michael Cheng
JACOB ROBERT GEDIS
ALAN PAMINTUAN
BRIAN CRANE ELLIOTT
HOLLY R. SALAZAR
NICOLE COTT ROSS
JAMES GUY FERGUSON
DAVID WAYNE KEELY
BRIDGETTE C ZIOLKOWSKI
ZHI REN LIANG
Kevin Frank Beach
Kristina Clara Kemper Allardice
Rosario Scappaticci
JOHN EDWARD RICHARDSON
JEROD CLAYTON FENTON

Within 25 miles of Nas Miramar, CA, Best Investors lists 546 registered investment advisory firms with 1,328 offices nearby, managing about $18.8T in combined regulatory AUM across 91,847,075 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 Nas Miramar

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 CAPTRUST 963 advisers $1.24T 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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM