Best Investors Account Sign in

Best financial advisors in Oceanside, CA

Registered advisers within 25 miles of Oceanside, CA.

Offices
1,006
Firms
455
Combined AUM
$17.0T
Firm-wide filings, not assets booked only here
Clients
3.43M
3,427,248 clients when Item 5C has a number
Avg / client
$4.97M
Combined AUM ÷ clients

Nearby offices

Firms

BENCHMARK ADVISORY SERVICES, LLC
TORREY PINES FINANCIAL, INC.
FOCUSED MISSION FINANCIAL
VAN NOSTRAND WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
SAGE CAPITAL ADVISORS, LLC
DYNAMIQUE CAPITAL ADVISORS
INVICTA FINANCIAL GROUP
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WEALTH WATCH ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
INTEGRATED ADVISORS NETWORK LLC
PREMIER FINANCIAL PLANNING, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

FRANK EDWARD MONTES
MATTHEW RICHARD RYAN
Garrett Van Nostrand
JOHN FISKE FAUSTINO
CODY WILSON ROULIER
MURRAY LOUIS HOUGEN
DEBORAH JENNIFER SEVERN
CARL EDWARD RUSTIN
LUKA ERCEG
Howard Farrant Barker
Jody C Knutsen
GEORGE ERNEST STRATMANN
Matthew Paul Rose
Laudente Gallegos
Kim Edward Shoesmith
Michael Anthony Ortiz
Cody Lenahan
Dmitriy Bgatov
SHU CHI LIU OUK
STEPHEN GEORGE ANDERSON
Howard Justin Heatherly
John Jr. Ellis
JOHN J ELLIS
CHRISTOPHER LEE PHELPS
DOUGLAS WELLINGTON SHULTZ
PAUL ANGELO CURNUTTE
PATRICIA CONDE PATTERSON
MICHAEL WILSHIRE MOON
Yun-Yu Szu
Jeffrey Ross
Christopher Jay Baldoni
BRETT WILSON EVERHART

Within 25 miles of Oceanside, CA, Best Investors lists 455 registered investment advisory firms with 1,006 offices nearby, managing about $17.0T in combined regulatory AUM across 3,427,248 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 Oceanside

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM