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Best financial advisors in Ojai, CA

Registered advisers within 25 miles of Ojai, CA.

Offices
220
Firms
132
Combined AUM
$14.0T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,777,058 clients when Item 5C has a number
Avg / client
$5.04M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
VANTAGEPOINT CAPITAL PARTNERS
PLANMEMBER SECURITIES CORPORATION
PLANMEMBER ASSET MANAGEMENT CORPORATION
WAYBURY CAPITAL MANAGEMENT, LLC
SIMPLICITY WEALTH
LPL FINANCIAL LLC
MARINER

Investors

Nancine Ai Hayden
Ivan F Chen
Olga R Jones
Anna Maria Kotula
David Lawrence LeGrand
Jeffrey Springgate
Dustin Baxley
MARGARET MARAPAO
Candelario Topete
SHEENA LYN RODRIGUEZ
Bryant James Huber
Jonathan Brent Morton
Timothy Keith Kadlec
NILA MARIE MOORE
PETER BRETT SHARPE
MAGGIE YUNG SIAUW
Christopher Riley Avey
PATRICK WARD LYNN
Reed Spencer Montgomery
Nathaniel Moore
ROBERT MELVIN LITTLE
BRYAN KENNETH JONES
KENNETH RICHARD BEHM
Hunter Alexander Hayden
NICKOLAS R HANKERSON
JOHN MICHAEL BERKHOFF
Timothy David Camarillo
AUSTIN ZIEHL
Louis Lange
Toby L Spach
Kai Lonnie Sewell
Abraham P. Galvez
Blaze Kaeo Catalan
Casey S Hoops
David Moller
Jonah R Grierson
David Close
DONALD ALLEN BENNETT
Steven Thomas Duplain
JOSEPH VINCENT MURRAY
Robert Glenn Torrie
JEROME PATRICK O'REILLY
CHARLES MARTIN RIHARB
KAREN MARIE WAITE
Marina Alexandra Armbruster
Judith Ann Ienatsch
DALE RUPPERT HANCOCK
EDWARD VINCENT SANTOS
Terence Owen Smith
Bryan Dale Dearden
JARED SEVERIN JOHNSON
DAVID T KUGA
JOSEPH SCOTT BAUERS
MARTHA ANN BROWN
SEAN PATRICK HALEY
JAMES CHRISTIAN GATES
TERRALL JOSEPH JANEWAY
Christopher John Winspear
Arman Sepehr Vafi
MARILYN JOAN GERMANN
Brandon Scott Rinner
Gregory Joseph Garbeff
CLARA ZAYA
David E Goodman
Ned Jacobson
James Michael Adgar
Anna Ramos Bernardo
ROBERT ALLEN VOYLES
Heather Anne Rupp
PARKER FOX MALDONADO
STEVEN R HANSON
Juan Gustavo Garza
SUSAN KAY MACK
MAHALA ANN MURPHY-MARTIN
AARON DENON BESSONETTE
DAVID KWON
Jacklyn E. Lynch
Jared J. Kettler
STEVE UTAMA SARWONO
JULIE H BARRON
Steven John DeGrazier
Aaron L. Cruz
MILES KILSTOFTE
ALAN J. SCOTT
MATTHEW JAMES HOFFMAN
MATTHEW NEAL SINCLAIR
KYLE A. SMITH
LISA MARIE EVANS-DYKES
Vance Ralph Sanchez
RYAN C DEGRAZIER
CLAY Courtland CAMPBELL
Matthew Philip Leighton
Andreas Ispas
KYLE THOMAS BOECKMANN
Devan Carlin
Lisa K. McCullough
Zachary Davis
Kollin J. Pletcher
Gina Claire Evins
Brooks Allen
Ashley D Gibson
Carly Rae Weedman
Joshua Joseph Mayr
Isaac Flores Guzman
Lynze Douvros
Spencer Crithfield
John Samuel DuMond
Kenneth John Donnelly
PETER ANTHONY KEJMAR
Monte Kevin Bute
TIMOTHY STEPHEN WINTERBOTTOM
TROY DAVID DUEKER
HARVEY CLARK ATTERBURY
TIMOTHY ALLEN SWIER
STACIE ANNE BOWMAN
RON DALE CULVERSON
ELIZABETH ELLEN SMITH
JEFFREY DANA GRAU
MICHAEL EDWARD MULVANY
Matthew William Guyette
Rachael Lynn Schaffer
ERIKA NICHOL BORMAN
FRIDA VALIJAN
RYAN J MCNERNEY
LUKE WILLIAM KING
ASHLEY MARIE GAGNE
Greyvin D. Jovel
Benjamin Valentin Parker
Mihai I. Petrascu
Michael David George
Brian Holland
JANINE M NORTHWAY
Aaron J. Perez
Juan Manuel Salinas
Maxwell B. Kilstofte
Jakob Katchem
David G. Haislip
TERRI L BENNETT
ALEXANDER RICHARD HUGUES
STEPHEN JEFFREY HUFFORD
JOSEPH BRENT HILL
FAITH ANN JENKINS
DANIEL NEIL TALCOTT
ALLYN DAVID CLOSE
James P Mustard
MARTIN MITSUO ARINAGA
RICHARD BERNARD RUSH
Christy B. Downs
Ralph H Hemphill
Jeffrey P. Lovegren
Michael Austin Jacoby
Gregory Lee Allen Parret
Blake S. Douvros
Edward Frederick Wettig
Jacob W. Baker
JUDITH ANGELA ZEIGLER
JUSTIN ROBERT MULLINS
Michael T. Britton
Kyle Riharb
Marlee R. Lawson
Amanda J. Nolan
Deborah J. Stump
Emily Kromalic
Carter Benjamin Frantz
Paul Henry Neumaier
Marvin Anton Boxdorfer
Loren J. Quist
Shannon M. Davis
Gregory L. Immink
David P. Milanowski
Cory G. Kuzinski
Ray Anthony McGinnis
Stanko Pavlovic
Brittney A Broich
Robert C. Gorde
Christopher W. Root
Grover C. Henson
Kyle J Breitzman
JAMES WILLIAM SNIDER
KEVIN TAYLOR TWOHY
Mark Hansen
Marc Allen Byrd
Bryan Gurss
Patrick Mylin Bowers
Aaron Pritchard Crocker
Samantha Faeth Anderson
Heidi Michelle Harvey
Matthew Garland Jones
Noah Jones
JASON DANIEL GRIFFITH
SCOTT MICHAEL KELLY
JESSE CLAYTON TAYLOR
Andrew Newell
Zachary Bullard
Ted Elliott Baker
PHILIP JAMES RICASATA
RUSSELL ERIC CHARVONIA

Within 25 miles of Ojai, CA, Best Investors lists 132 registered investment advisory firms with 220 offices nearby, managing about $14.0T in combined regulatory AUM across 2,777,058 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 Ojai

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM