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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

LPL FINANCIAL LLC
MISSION HILLS FINANCIAL ADVISORY LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSBORNE CAPITAL MANAGEMENT
J.P. MORGAN SECURITIES LLC
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
NECTARINE
THRIVE PORTFOLIOS
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIGROUP GLOBAL MARKETS INC.
OSAIC WEALTH, INC.
TLG ADVISORS, INC.

Investors

GREGG RAYMOND PATENAUDE
NICHOLAS ADAM HILLMAN
JASON JOSEPH SHAYA
MINKA FRANCIS HULL
MARK HAROLD HULL
Haris Sayed Gailani
JUSTIN J NILES
GARDNER CLARK OSBORNE
Omar Sakr
JONATHAN MENDOZA
PANDELIS PHILIP CHRYSSOSTOMIDES
RACHEL HELEN CHRYSSOSTOMIDES
Sara de Torres
MICHAEL SCOTT MCNEILL
BILLY TAN CHU
CRAIG EDWARD HUNTER
Heath John Haggerty
Heather Nicole Comella
Lillian Hope Irion
Adam Nicholas Coleman
LINDA NMN GRIZELY
ARIK KERMIT PETERSON
Carla Taylor Adams
MADISON NESTOR SHARICK
KATHLEEN BRITTANY BOYD
Nicholas Gregory Kyburz
DAVID SCOTT BARTA
MATTHEW THOMAS GRAY
DANIEL PATRICK KENEALY
CRISTINA PEREZ
DARCI COLLEEN ZAUNMILLER
BRADLEY GILBERT
John Weimer Fieberg
OLIVER GREENLEAF STAHL
NICHOLAS STEPHEN BIALECKI
Darek Williams
JAMES L MCKENNA
JENNIFER IBRAHIM APPEL
JONATHAN PETER BOBOLIA
Giovanni Vincent Monaco
SUSAN JEAN SKOLNIK
WILLIAM ROLFE SHINEN
Daniel R Engel

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