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Best financial advisors in National City, CA

Registered advisers within 25 miles of National City, CA.

Offices
1,074
Firms
460
Combined AUM
$18.2T
Firm-wide filings, not assets booked only here
Clients
91.7M
91,681,594 clients when Item 5C has a number
Avg / client
$198.8K
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
PRIVATE PORTFOLIO, INC.
SMITH & WYATT
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
INFINITY FINANCIAL SERVICES ADVISORY
OSAIC INSTITUTIONS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
JOIN BEYOND, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
KOALA FINANCIAL
TOP MARK CAPITAL MANAGEMENT
MML INVESTORS SERVICES, LLC

Investors

Mark C. Marcelo
PEDRO ANTONIO TAMAYO
DHANSUKHBHAI MAGANBHAI PATEL
Calixta Lydia Padilla
Cesar Padilla
MARIO QUINTERO
WILLIAM CHARLES GREENWALD
Eddie Joe McGee
JOHN M JACOBS
Angel Juan Estrada
Diego Diaz
DONALD CLINTON ROGERS
FERMIN ALBERTO MESINA
SERGIO-PEDRO PEREZ
Daniel Castro
Christian Torres
NICHOLAS CURRAN KOLATA
Ashley Gonzalez
Kristin Krueger
roberto s aguais
Roberto Vasquez
HERNAN DIAZ
Emiliano DeRiquer
Luis Magin Alcala
BOBBI ALEXANDER KOALA
ALEXANDER MICHAEL WYMORE
BENJAMIN ROBERT KOALA
J TIMOTHY ESSMAN

Within 25 miles of National City, CA, Best Investors lists 460 registered investment advisory firms with 1,074 offices nearby, managing about $18.2T in combined regulatory AUM across 91,681,594 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 National City

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