Best Investors Account Sign in

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

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CENTAURUS FINANCIAL, INC.
VALMARK ADVISERS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MML INVESTORS SERVICES, LLC
EAGLE STRATEGIES LLC
FOCUS PARTNERS WEALTH, LLC
J.P. MORGAN SECURITIES LLC
LINDA A. BARLOW, CFP
MORGAN STANLEY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMES FINANCIAL SERVICES
ORANGE CAPITAL MANAGEMENT, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

KEITH TOWNSEND
NICHOLAS ADELIZI
CRAIG EDWARD TUTHILL
DAVID BRIAN LOFTUS
MARK HERRING
RYAN PATRICK HAWKINS
JON MATTHEW LEEDOM
PAUL ROBERT HAMMERSMITH
RANDALL ZELKO
JAKE MILES JOHNSON
SEAN LOFTUS
JEFFREY KANEGAE
MARK ANSARA
PAUL ARNOLD BYRD
DAMON DAVIS
LISA MAYER
PATRICK THOMAS ENRIQUEZ
BRYAN KANOA MISAJON
STEVEN TRAN
NANCY JOHNSON
STEVEN ADELIZI
SUSAN ELLENA
MARK VINCENT POWELL
STEVEN JAMES FISCHER
RONALD GONZALES MORALES
Jonathan Alberto Izquierdo
KEVIN LEE
Alfred Scott Rivera
GARRICK DAVID GOOKIN
JASON M BATT
Summer Rose Horan
Ashley Nichole Navarre
MARK William NENNINGER
David Michael Linsky
Wilmer Ricardo Cordoba
Michael Lawrence Hollar
JONATHAN PENALOZA
Margaret Kelly
DAVID FRANK TABOR
Marc G Linsky
JERRY FRANK BROWN
JEFFREY STEVEN SELTZER
STEPHEN CONNOR MCCRAW
TIMOTHY JAMES THOMPSON
ANISSA M ATTARD
Jane Mary Olbekson
TIMOTHY JAMES HAGUE
BRIAN DANIEL VOSBERG
JEFFREY DAVID MORELAN
Troy Kent Walker
KEN MATSUO IHORI
KENNETH ALFRED MCCABE
VICTORIA L WILSON
ABEL LOPEZ OLIVARES
James Ronald King
ELIAS ROBERT REYNA
Nathan Peters
SARAH JANE TUFTS
ERIC GEORGE BRILLANT
PERLITA B MARTIN-HEBERT
Joel E Archer
ADAM J HANDLER
STEVEN KENNETH LAZETTE
PATRICK RHEAGAN SHIELDS
MICHAEL MARTINELLI
PATRICK PARSA VAHID
Michael Shawn Mullen
JEFFREY PATRICK HOBERT
ANTHONY SCOTT DESJARDINS
JONATHAN Lee ESTRADA
Alyssa Dawn Martinez
Osvaldo Cisneros
HUMBERTO LARIOS
DYLAN LINSKY
Lisette Mariana Ramos
Branden David Barrom
John Sebastian King
Charles Hamilton Roe Burling
Edward John Zwickl
MICHAEL YOUNG HAMILTON
JEROME VICTOR DUHOVIC
RANDALL KENNETH HUNTIMER
JIMMIE ANTHONY RAY
BLANCA VICTORIA INTRIAGO
JOSEPH GREGORY PAPEZ
RAYMOND CHAVEZ
CARLOS ARTHUR RASMUSSEN
WESTLEY HAYES KING
STACEY JANAY CORBELLO
GEORGE GENGO NABESHIMA
JAMES V PETERS
LUCAS DANIEL DIPIETRO
NOREEN EMILY MARES
RANDALL C HARLESS
DARREN ROBERT GROSSMAN
KENNETH FLOYD JORGENSON
KATHLEEN MARIE ZWICKL
ANDRES GOMEZ
Michael Hillyard Tootle
ALLISON LAURENE DONECKER
Austin L Terrell
RONALD CHARLES GABLE
JAMES RONALD KING
PATRICK ROLAND HOBERT
BENEDICT MARTIN MALONEY
JAMES BLUEFORD EBERHARDT
GENE WILBUR WILLIAMS
JOHN BARR DOLAN
Ernest M Martinelli
STEVEN WESLEY KAPSIMALIS
RICHARD DENNIS MEANS
CHRISTOPHER CHARLES CAPEZUTO
REGINA V FRIAS
WILLIAM CHARLES BURKS
DAVID ANTHONY MARTINEZ
GARRETT MARTIN VANAMEN
SAMUEL LESLIE SUTTERFIELD
Michael Anthony Elias
MARTIN J VANAMEN
MANUEL RAMOS
RACHEL ANN SCOTT
DAVID WILLIAM ANDERSEN
WILLIAM CHARLES BURKS
Ana Maria Franco
DONNA LOUISE PAYNE
KELLEY SUSAN SLAUGHT
John Anthony Castillo Tacuri
DAVID THOMAS SCHAPER
DANIEL LEE ANDREW
STEVEN PAUL LAKSO
MARK ANDREW POITRAS
OLABISI OLUGBENGA ODUGUWA
THOMAS EDWARD CASTILLO
Ronak Adani
ALEXANDER LEE
JASON ANDREW LYNN
Maria Isabel Carchi
RASIK K SHAH
DANIEL CHARLES KETCHUM
JOSEPH CHARLES HALDER
DOUGLAS DEAN BROWN
SCOTT MATTHEW PERKINS
BEVAN NIMI POYYAK
MELISSA TO
Vincent Anthony Brizzolara
BRANDON P ANDERSON
JAMES DEWITT OWENS
Ethan J Lui
JOHN HADLEY LENTZ
WILLIAM STAUFFER
JOHN ANTHONY PRIVITELLI
PAUL WALTER HANSEN
TONY CHANG
DAVID TODD GIBB
RICKIE CHARLES AMES
JESUS GONZALEZ
DEREK GUY MCLEAN
FRISCO J ESCUDERO
GASTON GUILLERMO ESCUDERO
J. PAUL ESCUDERO
NINA RENEE RUFFALO
STUART QUINN HOSHIDE
MADDISON ANN DELGADO
BETTY ELIZABETH AZMOON

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