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Best financial advisors in Palomar Park, CA

Registered advisers within 25 miles of Palomar Park, CA.

Offices
1,546
Firms
879
Combined AUM
$17.6T
Firm-wide filings, not assets booked only here
Clients
3.38M
3,380,761 clients when Item 5C has a number
Avg / client
$5.21M
Combined AUM ÷ clients

Nearby offices

Firms

WESTERN TECHNOLOGY INVESTMENT (WTI)
SCRIBBLE VENTURES MANAGEMENT, LLC
HANOVER (HNVR)
NEXT LEGACY MANAGEMENT, LLC
THEORY VENTURES MANAGEMENT, LLC
ALMAZ CAPITAL
LEADOUT CAPITAL MANAGEMENT, LLC
ALMAZ CAPITAL PARTNERS, LTD
ELEVEN PRIME LLC
CANVAS VENTURES
MORGENTHALER MANAGEMENT CORPORATION
SER CAPITAL PARTNERS MANAGEMENT, LP
LIGHTSTONE VENTURES
CHANGE FORCES
G2VP, LLC
PRIMETECH VENTURES LLC
OMEGA VENTURE PARTNERS
EMBRACE VENTURES, LLC
CLUAIN-ERAIRD EQUITY INVESTORS, LLC
ARKADIOS WEALTH ADVISORS

Investors

JOHN HOOPER MCKEE

Within 25 miles of Palomar Park, CA, Best Investors lists 879 registered investment advisory firms with 1,546 offices nearby, managing about $17.6T in combined regulatory AUM across 3,380,761 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 Palomar Park

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