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Best financial advisors in Pacific Plsds, CA

Registered advisers within 25 miles of Pacific Plsds, CA.

Offices
2,595
Firms
1,195
Combined AUM
$27.7T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,503,366 clients when Item 5C has a number
Avg / client
$7.90M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
PRINCIPIA GROWTH
KRAMER INVESTMENT ADVISORS, INC.
TDG CP LLC
RAYNMAKER FINANCIAL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STARSHOT CAPITAL, LLC
ARAX ADVISORY PARTNERS
EWS MANAGEMENT LLC
INTERLOCK EQUITY LP
CORAL TREE MANAGEMENT, LP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FORWARD FINANCIAL ADVISORS LLC
KINGSWOOD CAPITAL MANAGEMENT, L.P.

Investors

WAYNE CHRISTOPHER HILDENBRAND
ROBERT ALAN JACOBSON
DMITRIY GINOSYAN
PATRICIA ANN BOWE
Michelle Kamrany
RONALD ALLEN KRAMER
MAX ALBERT KRAMER
OMAR GARCIA
ASHLEY CAMILLE WARNE
PHILIP RICHARD WARNE
ROBERT HOWARD LIPP
RAYE VAUGHNN THOMAS
Keith Arnez Williams
JAMES M LOFTUS
DEAN HO YEOL YOON
JAMES CANELA
BAKTASH AHMAD RASHIDI

Within 25 miles of Pacific Plsds, CA, Best Investors lists 1,195 registered investment advisory firms with 2,595 offices nearby, managing about $27.7T in combined regulatory AUM across 3,503,366 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 Plsds

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

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T 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 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM