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Best financial advisors in Naval Amphibious Base, CA

Registered advisers within 25 miles of Naval Amphibious Base, CA.

Offices
1,074
Firms
461
Combined AUM
$18.2T
Firm-wide filings, not assets booked only here
Clients
91.7M
91,681,079 clients when Item 5C has a number
Avg / client
$198.8K
Combined AUM ÷ clients

Nearby offices

Firms

MARGO PARK FINANCIAL
ESQWEALTH
FINEC ASSET MANAGEMENT
STIRLING FINANCIAL GROUP
RJ PATTERSON GROUP
FELSPAR FINANCIAL
"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RBC CAPITAL MARKETS, LLC
CETERA INVESTMENT MANAGEMENT LLC
ONE CAPITAL MANAGEMENT, LLC

Investors

Jason Park
Amanda Finehout
Frank J Johnson
NICOLAS MENDOZA FERNANDEZ
MAURICIO GUILLERMO LEPE MELGOZA
RENE TOUSSAINT-LOPEZ
Christian Unrath MacGregor
Alfonso Ruiz Ortiz
Jack Cohen Nieto
IAN M WEEKS
ROBERT JAMES PATTERSON
Malek Hage Hassan
Kameron Said Barzegar
Carter Liebe Watson
TIMOTHY JAMES SCHNEIDER
ARTHUR PEREDO-MUNIZ
Summer Rae Pretzer
Jeffrey Raymond Dockan
Arben Qirjazi
James Grandinetti
RYAN MAUL
JAMES T FARLEY
ASHLEY LYNN TESTER
Megan Polizzi
MATTHEW SCOTT NAKAMURA
Grant Thomas Kalmanovitz
JONATHAN DREW ANDERSON
Cody Michael Bingham
Camilla Kaae
THOMAS J. OLBRICH
GARRETT JAMES MERRILL
IRENE NICHOLE ALBON
Reynaldo Pajarillo
KRISTIN GANG
Stephen Paul Corbett
Celine Pujol
CHRISTOPHER MICHAEL WEBER
FAUSTINA R KERR
Jennifer Casselberry
COLLIN DANIEL MARTIN
Robert Adam Kennedy
MATTHEW GREGORY BREGOZZO
Adrian Prado
BRENDAN JEREMY DAVIS
Ramona Delarosa
CRAIG WARREN MCCOMB
DAVID MICHAEL HANKIN
BRADFORD EUGENE BEST
Adeline Wong
GUILLERMO J ESPINOZA
Kenneth Allen Greenlee
RYAN SCHERER
Shelby Alexis Lewis
Kaitlyn Joy Dobbins
ADAM NICHOLAS ANTONIADES
JEFFREY KEVIN HENDERSHOT
Louie J Dolor
TORRANCE D CHAPLIN
MARK ANTHONY SANCHEZ
ROBERT JOHN EKHAML
Rowland Louis Markheim
JEFFERY EDWARD WRENCH
Ryan B Reynolds
LEONARD CLAUDE WRIGHT
THOMAS M SMITH
Grace Elizabeth Beach
THOMAS ANTHONY STEWART
Olin Parker Thomson
Makai Quintana
Kam Kam-Ying Johnston
MICHAEL ARIC CHAMBERLAIN
Bart Warner Schulte
AMY L MELTON
Liam Ross Allford
WILLIAM ROSS ALLFORD
CHRISTOPHER HANS WELLS
DAVID GORDON SCHRAGER
KHANH DA NGO
SANYA MULHERN
COURTNEY L TAYLOR
SHAUN ALZATE
Sofia Reyes Mundy
JEREMY ALFRED PURSCH
Jeffrey ANTHONY Wilson
Joshua Hudecek
JAMES DAVID LYNCH
COURTNEY ELICE ALLEN
BRIAN CHRISTOPHER NEAULT
RACHEL ANN PAULIN
STEVEN EUGENE LAHRE
JEFFREY JON FINK
Emily Ueno
SHANNON LEE OTTERBECK
Traci Sherrod
James A Atwood
Amanda Marie Weese
Keith Dilloway
Chris Weyland
Karla E Thompson
DANIEL LEON MAYES
CHRISTOPHER MICHAEL RHANOR
JAN WILLIAM ROGERS
Sean Bingham
NICHOLAS HUGH MCDONALD
ANNE SUMMERS

Within 25 miles of Naval Amphibious Base, CA, Best Investors lists 461 registered investment advisory firms with 1,074 offices nearby, managing about $18.2T in combined regulatory AUM across 91,681,079 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 Naval Amphibious Base

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