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Best financial advisors in Pauma Valley, CA

Registered advisers within 25 miles of Pauma Valley, CA.

Offices
368
Firms
148
Combined AUM
$12.0T
Firm-wide filings, not assets booked only here
Clients
3.02M
3,022,911 clients when Item 5C has a number
Avg / client
$3.96M
Combined AUM ÷ clients

Nearby offices

Firms

NEWEDGE ADVISORS
GRAPE MODERN WEALTH MANAGEMENT
WEALTH WATCH ADVISORS, INC
INTEGRATED WEALTH CONCEPTS LLC
INVESTMENT MANAGERS GROUP, LLC
JAC CAPITAL MANAGEMENT LLC
EDWARD JONES
EQUITY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
ONEAMERICA SECURITIES, INC.
KINGSVIEW WEALTH MANAGEMENT, LLC
VERUS CAPITAL PARTNERS, LLC
IRVING ADVISORY GROUP, LLC
LPL ENTERPRISE, LLC

Investors

STEVEN FARLEY BLISS
ALEXANDER ELLIOTT NEWMAN
DANIEL JAMES PACKARD
Ronald Chris Packard
SHAWNA DAWN CHRISTIANSEN
MEGAN ELIZABETH NIELSEN
ALEX JOSEPH ESPOSITO
DANIEL THOMAS DUBOIS
MELISSA MARIN
ADAM FRANCIS BAKER
SOPHIA ANNE LIZALDE
LUKE THOMAS DUBOIS
BENJAMIN JAMES HODGE
Raul Noah Lizalde
ALLEN MICHAEL KAY
TIMOTHY JAMES KAY
Kent Stewart Borsch
Samuel Dabney
OREN SHER
Russell Albert Jacobs
Spencer Matthew Birch
Marwan A Al-Ashi
Leonides Rivera
BRYCE DAVID MCCLOUD
Khoa Dang Hoang
Jose Thomas
MICHAEL THOMAS SCHMITZ
Colin Davis Field
Grant Starkey
JUSTIN THOMAS IRVING
Henry DeMatteis
Marcus Allen Parker

Within 25 miles of Pauma Valley, CA, Best Investors lists 148 registered investment advisory firms with 368 offices nearby, managing about $12.0T in combined regulatory AUM across 3,022,911 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 Pauma Valley

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