Best Investors Account Sign in

Best financial advisors in Placentia, CA

Registered advisers within 25 miles of Placentia, CA.

Offices
2,464
Firms
811
Combined AUM
$22.7T
Firm-wide filings, not assets booked only here
Clients
3.18M
3,184,364 clients when Item 5C has a number
Avg / client
$7.14M
Combined AUM ÷ clients

Nearby offices

Firms

U.S. BANCORP ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
RAI WEALTH MANAGEMENT
VALLEY WEALTH STRATEGIES, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
HYPO FINANCIAL SERVICES AND INVESTMENT ADVISER
TRANSAMERICA FINANCIAL ADVISORS, LLC
STRAVIDA WEALTH LLC
CHARLES SCHWAB & CO., INC.
CETERA INVESTMENT ADVISERS LLC
MONEY CONCEPTS CAPITAL CORP
PURE FINANCIAL ADVISORS, LLC

Investors

Eugene Lee
ALEX PATNER LUKOFF
Patrick John Holmquist
BEVAN NIMI POYYAK
Angel Mendez
JAMES PATRICK RIPLEY
TERRI GRASSI
CHERIE CHIH CHUN WANG
Rem Sarris
JUSTIN GEORGE HARMIER
TOM AGUILERA
Nathan Michael Forrest
DEREK DAVID WILSON
JOHNNY MANUEL VALLEJO
KEITH HAROLD OFFEL
Martha V Moran
Woong Rae Roh
Kristopher Nguyen
Jae Hyeong Koo
PAUL YEE LO
HENRY C BALANZA
ELENA ROTARIU
KITMEN SARAH GUNTHER
ANCA BARBAT
Matthew Phillip Adragna
Andrei Bobleaga
ANTHONY JAMES ARGY
DREW RUIZ
PAUL JING WEI HSU
QUAN WEI LEE
GARRETT THOMAS EARLS
GARY JAMES HALL
Kelli Diane Martin
JUAN RHENE ORTIZ
Jared Snyder
Kristopher Jiake Lu
Koral Anne Newman
Mark A Garcia
David K Shin
William L Jones
Jordan Luke Opre
Nolan Philip Dunn
Sure Kim Oeng
Donny Nguyen
Linda Tsai Chen
Kamron Nahavandi
Ronald Gordon Kring
Joel Sheldon
Mark Allen Townsend
ANNIE JU-YIN CHEN
Matthias Shortridge
RICHARD ANTHONY AVILEZ ALEXANDER
Joseph James Sanchez
Blake Kenneth Naylor
Marcus Gonzalez

Within 25 miles of Placentia, CA, Best Investors lists 811 registered investment advisory firms with 2,464 offices nearby, managing about $22.7T in combined regulatory AUM across 3,184,364 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 Placentia

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 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM