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Best financial advisors in Oceano, CA

Registered advisers within 25 miles of Oceano, CA.

Offices
115
Firms
59
Combined AUM
$10.0T
Firm-wide filings, not assets booked only here
Clients
2.44M
2,435,902 clients when Item 5C has a number
Avg / client
$4.11M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ROHR FINANCIAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
CENTAURUS FINANCIAL, INC.
CETERA INVESTMENT ADVISERS LLC
PERENNIAL FINANCIAL SERVICES
WELLS FARGO CLEARING SERVICES, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Steven M Felton
STACY ANNE KORSGADEN
Andrew S Paul
DENNIS LEE JACKSON
JAMES ASHER JACKSON
Eric Jason Kuhns
DEREK JOSEPH JOHNSON
STEVEN RICHARD BURDICK
Troy Prober
Elise Elliott
Dylan Nelson
Adam Farber
JANET AVEDISIAN
Lander Aldrei Gollaba Lacsina
CAREY ALLEN JAMES
DIANE LYNN JAMES
THOMAS BENJAMIN PAINE
JAQUELYN LEAH JAMES
JAMES CLYDE CHAMBERS
Maddox Richard De Nunzio
Rebecca Ann McKenzie
William Wheldon Dugan
Jacob Allen
MARK EDMUND STOTKO
CANDY LYNN SODEN
AARON MATTHEW PAULSEN
KENNETH JAMES RECCHIA
JERRY RAYMOND GUNN
NATHAN FELICIANO ALVARADO
JOHN-PAUL FRANCIS STORNETTA
Louis Truman Summer
EDWARD CHADWICK SILVA
SEAN MICHAEL MAGUIRE
CHARLEE MARIE ZLEISY
STEPHEN PAUL MAGUIRE
BRADLEY RYAN BOULTON
Ryan Lee Sutherland
Peter Luke Patag
WILLIAM ANDREW DOUKAS

Within 25 miles of Oceano, CA, Best Investors lists 59 registered investment advisory firms with 115 offices nearby, managing about $10.0T in combined regulatory AUM across 2,435,902 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 Oceano

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM