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Best financial advisors in Naval Base Ventura County, CA

Registered advisers within 25 miles of Naval Base Ventura County, CA.

Offices
411
Firms
178
Combined AUM
$14.5T
Firm-wide filings, not assets booked only here
Clients
2.67M
2,674,542 clients when Item 5C has a number
Avg / client
$5.43M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
BERNZOTT CAPITAL ADVISORS
KINGSGROVE MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MESA WEALTH MANAGEMENT
MOMENTUM INDEPENDENT NETWORK INC.
TCFG INVESTMENT ADVISORS, LLC

Investors

Florencio Greg Ayala
Diego Reyes
BARBARA SUSAN SHUFANI
JACK THOMAS RANDALL
ROBERT S HARRELL
RICHARD ROGER FRANK
ALBERT JOSE CORNEL
GLENN UNSER
CYNTHIA Kropp FOSCUE
ALAN IINUMA
LISA ANN LEWIS
Michele Reddy
MELANIE CAROL TANAKA
Dustin Ryan Tondreau
Omar Alexander Herrera
MARK ALEXANDER SCOTT
Curtis Joel DeBoni
JOSEPH BENEDICT MCCARTHY
RONALD DAVID SPEAKMAN
MELANIE ALLISON MARTINEZ
PETER ARNOLD HOCKENMAIER
Roy Lee Valdez
CHARLES EDMUND ALLISON
Sean Quinn Leonard
DAVID MILLES DANIEL
Logan David Ludwig
Christopher B Bannon
Scott E Watters
Sandy Rita Mesa
DANIEL HERRERA
FIKRY LOUIS LANSING
JORGELINA ROISENZVIT
David Biggs
Gerardo Melgar
Peter Hernandez
Alysia Ann Lindberg

Within 25 miles of Naval Base Ventura County, CA, Best Investors lists 178 registered investment advisory firms with 411 offices nearby, managing about $14.5T in combined regulatory AUM across 2,674,542 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 Base Ventura County

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM