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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

WELLS FARGO CLEARING SERVICES, LLC
CITY HILL VENTURES, LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
CHRISTOPHER WEIL & CO INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CREATIVE PLANNING
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
SEASIDE EQUITY PARTNERS
MARINER
PACIFIC WEALTH MANAGEMENT
SIMPLICITY WEALTH
INVICTA FINANCIAL GROUP
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
L'ATTITUDE MANAGEMENT

Investors

JOSEPH B SHAHIN
DANIELLE DEMARCE STANTON
MOLLY JO MILLER
VICENTE CESAR COSTOS GONZALEZ
JILLIAN GRACE ANDREWS
JONATHAN WILLIAM STRAUSS
Christina Tsuneko Guiang
ROBERT MAURICE GAAN
MICHAEL JAMES HUBBERT
DANNY CUNG
Kristina Vianca Constantino Tabuena
Danae S Baltierra
JOHN VIANNEY WELLS
TYLER RICHARDS HEWES
CATALINA NMN CHERNY-SANTOS
LAURA THERESA SWORD
Riley Gardner Corbett
SERGIO-PEDRO PEREZ
Daniel Castro
Christian Torres
NICK PATRICK DENUCCI
KATHLEEN ANNE HARRIS
Daniel Lee Pallesen
Robert Drew Shultz
Diana Canales
STEPHEN HARVEY GERIBO
Justin Do
LOUIS DAVID LOPEZ
Lauren Trott Gabele
Marjorie Ford Smith
Isaac J Cardoza
John Philip Mayer
JUSTIN CHANDLER KUNTZ
Maryam Pilar Anaya
CHARLES FREDERICK FOWLER
Noah Babin
Alfredo Andres Paredes
Curtis James Norwood
Michael David Guerrero
Hakim Dennis Dysart
LAUREN MARY ALVEY
Michael Tallon
PAUL DOUGLAS REABURN
Robert Andrew Reaburn
Brian Robert Manderscheid
Kevin Patrick Nuber
Parker Nelson Weimar
HEATHER NICOLE ULZ
David Joseph Julian
MICHAEL LEONARD LIM
JAMES CHANDLER KUNTZ
LEIGH BENNETT HARNS
Alin Goryoka
Anja Spillane

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