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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

CETERA INVESTMENT ADVISERS LLC
SECURA FINANCIAL
COMMONWEALTH FINANCIAL NETWORK
PARK AVENUE SECURITIES LLC
HBW ADVISORY SERVICES LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.
EAGLE STRATEGIES LLC
AEGIS ASSET MANAGEMENT, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL ENTERPRISE, LLC

Investors

DEREK GUY MCLEAN
FRISCO J ESCUDERO
GASTON GUILLERMO ESCUDERO
J. PAUL ESCUDERO
NINA RENEE RUFFALO
STUART QUINN HOSHIDE
MADDISON ANN DELGADO
KRAIG NOEL STROM
JASON DOUGLAS STONE
SAUL ABIEL PALENCIA
DHILLON THOMAS TAYLOR
Faramarz Amiri
BRENT LEE HONEA
HARRY MICHAEL BARTH
CASEY LEE HATCHER
MICHAEL BRUCE BADER
Greggory Jackman
FRANK ANDREW DEPTOLA
BRIAN PATRICK BALDWIN
CLIFFORD KANGSUK KIM
VENKATA REDDY JANGA
RICHARD W JACKMAN
HUI DO KIM
BETTINA THIEN TRAN
MARK OTIS GIVENROD
Philip Rubia
Jorge Luis Rodriguez
Edgar Flores
MILDRED LIM YOUNG
LESLIE ANN COULSON
MANUEL F CHINCHAY
BRENT JAMES BEVERLY
MICHAEL MOISES
RAY ALHAGE
DAVID MICHAEL PILLER
KENNETH JOSEPH CATANZARITE
NANCY MOUSA MICHAEL
JESSE ERALD LOPEZ
MICHELLE WOLFE PROCTOR
JOHN LOUIS HAWKINS
DARYL WINFIELD RILEY
KRISHNA VENKATESH AGNIHOTRI
WILLIAM GOMBERG
MICHAEL MCQUILKIN
Lisa Jung Hwa An
Kevin Lin
Hongjian Zeng
Mirzayit Mirzijon
JOO YONG PARK
LAI YEN JUNG
NELSON ALBERT ESCALANTE
CHRISTIAN ELIA
MARIA LIANGCHIH CHUEH
LINCOLN LAI
Chun Bai
Kai Tian
Uyen Nguyen Thuy Dao
KEVIN KEUNHO YOOK
MELINDA HUANG LE
Bei Wan
DELILAH MALLARE DIJAMCO
JOHN TRAN
Joshua Keith DeVry
David Holmes
Shu Kaneko
SCARLETT ANN ADAMS
EDDIE RAY KASPAR
Johnny Hong

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