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Best financial advisors in Ocean Beach, CA

Registered advisers within 25 miles of Ocean Beach, CA.

Offices
1,120
Firms
483
Combined AUM
$18.6T
Firm-wide filings, not assets booked only here
Clients
91.7M
91,681,609 clients when Item 5C has a number
Avg / client
$202.8K
Combined AUM ÷ clients

Nearby offices

Firms

STOLPER & CO., INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
TUSHAUS WEALTH MANAGEMENT
VOYA FINANCIAL ADVISORS, INC.
OCTAVIA WEALTH ADVISORS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
LIGHTCAP FINANCIAL GROUP, LLC
DAVID THOMAS,CPA,ESQ., PC
WFA OF SAN DIEGO
ZERMATT WEALTH PARTNERS
MISSION DRIVEN FINANCE, LLC
OSAIC WEALTH, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
VERDE EQUITY PARTNERS, L.P.

Investors

TYLER BENJAMIN ROWE
FRANK EDWARD MESSENGER
BEN MATTHEW MALLINGER
MICHAEL THOMAS FALTICO
CHASE MICHAEL TUSHAUS
JOHN JOSEPH BARBA
ERIC James BLACKHALL
David Ostrom
Cameron M Henderson
Luis Armando Franco
USMAN AHMED
Dylan King
JOSHUA EARL LIGHTCAP
Tyler Birch
David Thomas
DAVID PHIPPS WHITE
ANDREW MARSHALL JENSEN
LOUIS DAVID DWORSKY
JEREMIAH J DORAN
Matthew Stratton
Sean Michael Manatt
BRANDON IKAIKAMAKUAKANE LOO
BARRY EUGENE ALLRED
Jacob Arthur Allred

Within 25 miles of Ocean Beach, CA, Best Investors lists 483 registered investment advisory firms with 1,120 offices nearby, managing about $18.6T in combined regulatory AUM across 91,681,609 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 Ocean Beach

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