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Best financial advisors in Orange, CA

Registered advisers within 25 miles of Orange, CA.

Offices
2,239
Firms
727
Combined AUM
$21.2T
Firm-wide filings, not assets booked only here
Clients
3.36M
3,358,610 clients when Item 5C has a number
Avg / client
$6.32M
Combined AUM ÷ clients

Nearby offices

Firms

SPC
BALANCING LIFE FINANCIAL PLANNING
BW & ASSOCIATES, INC.
STAMOS AND STAMOS, CERTIFIED PUBLIC ACCOUNTANTS, INC.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CENTAURUS FINANCIAL, INC.
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
KOVACK ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

DAVID MARC MATLES
EDWARD JACOB OBER
CAREN SUE OBER
LAUREL ANNE HACKETT
BONNIE SUE WUSZ
Gabriel Guan Wei Choo
RAY ALHAGE
ANTHONY VICTOR MAURO
Charles Robert Gustafson
John P Wende
AMINE MABSOUT
ANTHONY SAYAVONG
JEFFREY ALBERT BIDDLE
KATHRYN JO HACKNEY
THOMAS JEFFREY BALAS
Nathan James Heath
ROBERT GORDON MEAUX
Frederick Raymond Allen
Jeremiah Stephen Nelson
NICHOLAS RYAN SLIEMERS
Brandon Kent Arnold
Jack Terrones
JORDAN SEARLE PRIEST
DENNIS EUGENE PRIEST
DESIREE MARIE LASIEWSKI
HUNG T SAM
PAUL ARTHUR SEIG
ARMOND LAMAR HERNDON
Lea dela Cruz Wada
Theodore C Diaz

Within 25 miles of Orange, CA, Best Investors lists 727 registered investment advisory firms with 2,239 offices nearby, managing about $21.2T in combined regulatory AUM across 3,358,610 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 Orange

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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