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Best financial advisors in Pacific Grove, CA

Registered advisers within 25 miles of Pacific Grove, CA.

Offices
156
Firms
76
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,686,153 clients when Item 5C has a number
Avg / client
$4.52M
Combined AUM ÷ clients

Nearby offices

Firms

THE INVESTMENT HOUSE LLC
EDWARD JONES
MARATHON FINANCIAL ADVISORS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
C & T FINANCIAL SERVICES GROUP, INC.
NWF ADVISORY SERVICES INC
MONTEREY BAY ASSET MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
T.H. RAPKO & COMPANY, LLC
INTEGRITY ADVISORY SOLUTIONS
LPL FINANCIAL LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MODERN WEALTH MANAGEMENT, LLC

Investors

STEVEN PAUL STEINBERG
Anand Alexander Bokde
LYNDA ANN JOHNSON
Susan Lee Kendall
DIANA CAROLINA COLMENARES
HENRY BIGORNIA NIGOS
ANTHONY LEE SEITZ
Thomas Santos
TARA CHRISTEL TRAUTSCH
ROLF ALBERT TRAUTSCH
Melissa M. L. Paddock
DAVID CRAIG PALSHAW
Juliana Cardinale
Andres Gomez
THOMAS H RAPKO
Anastasios George Konstantin
JEFFREY WESTON GORMAN
Alex Richard Minelli
KYLE DAVID GEORGE
ANTHONY PAUL IVANCICH
CATHERINE T HORAN WALKER
Aida Rosas
Denise B Ganji
PATRICIA ANNE BRUKOFF
Caroline Reeve Duddy
Benjamin Harper Bishop
Cole William Keller
STEVEN PAUL KELLER
WHITNEY Q NING
YVONNE SAN NICOLAS-BARCINAS
Paul N Gregory
KAY F SULLIVAN
RYAN JOSEPH MCCORMICK
JESSICA R STEWART
Eriberto Luna Alvarez
CRAIG BRINTON
Catherine Marino-Edwards
Ramsin J Ganji
DAVID REFUERZO
ALEXANDER MARK DUDDY
MORGANE IRMA MCNALLY
MELANIE ELIZABETH PITNICK
Oscar A Alcala
ELIZABETH GRIFFITH KIRKPATRICK
RICHARD LOUIS SOARES
Abraham Garcia Rivera
Robert Michael Farrens
JASON MICHAEL GORDO

Within 25 miles of Pacific Grove, CA, Best Investors lists 76 registered investment advisory firms with 156 offices nearby, managing about $12.1T in combined regulatory AUM across 2,686,153 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 Pacific Grove

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM