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Best financial advisors in North Shore, CA

Registered advisers within 25 miles of North Shore, CA.

Offices
34
Firms
25
Combined AUM
$8.11T
Firm-wide filings, not assets booked only here
Clients
1.12M
1,117,269 clients when Item 5C has a number
Avg / client
$7.26M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
NWF ADVISORY SERVICES INC
INDEPENDENT ADVISOR ALLIANCE, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
LEO WEALTH AMERICAS, LLC
U.S. BANCORP ADVISORS, LLC
DST WEALTH MANAGEMENT LLC
AE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
MACLEAN CAPITAL ADVISORS, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BDC INVESTMENT ADVISORS, LLC

Investors

Eric Dana Mosser
ALIYAH JARAMILLO
MARC LYNN SMITH
DYLAN TIMOTHY BRENNAN
CHRISTOPHER ALAN CLAPINSKI
NADINE MARIE LORD-DIVAN
FRANK LYLE PICKETT
MIGUEL MELERO
JOHN FREDERICK SLOOP
MICHAEL JOSEPH BROWN
John M Polovick
DANIEL NEIL SAVARD
Eduardo Gonzalez Perez
EDWARD RICHARD WOOLERY
Michael Joseph Boden
ROBERT JOSEPH BINKELE
JOHN B BALMER
LOREN GENE BIGGS
AMANDA BACON
CHARLES RAGONESE
PAMELA DIXON ROBINSON
CHRISTIAN ANDREW ALEXANDER MACLEAN
BRETTE HELBIG MACLEAN
Halle Lauren Carter
Jeremy Arthur Kallmann
Deanna Trang
VERONICA Y BORDERS
ROBERT GORDON TANNER
RUAIRI M CLERKIN
TODD G SHERMAN
Venetta Lee Reyes
ANTONIETA S SANCHEZ
TASHA K POSA
MICHAEL DAVID HARRIS
FRANCESCO BIASI
John M Haddock
Roberto Santos
JON-MARC BLALOCK
ROSALIN MARIE SCHILLER
DIANE SUZANNE VALENZUELA
Paul L Meinhold
RICHARD WILLIAM POST
AUGUSTINO SUAFOA
John Eric Thomas
WILLIAM JOHN HANSEN

Within 25 miles of North Shore, CA, Best Investors lists 25 registered investment advisory firms with 34 offices nearby, managing about $8.11T in combined regulatory AUM across 1,117,269 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 North Shore

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM