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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

CHECK CAPITAL MANAGEMENT INC
OSAIC WEALTH, INC.
ENRIQUE VILLALOBOS & ASSOCIATES
FIFTH THIRD SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
SOVRAN ADVISORS, LLC
RWA WEALTH PARTNERS
MML INVESTORS SERVICES, LLC
BELTRAMO FINANCIAL SERVICES, INC.
LPL FINANCIAL LLC
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
AEONIAN CAPITAL, LLC
U.S. BANCORP ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

CHRISTOPHER BLAIR BALLARD
JEREMY IAN SALTZBERG
JOHN CONLEY THATCHER
ALAN DREW EBRIGHT
ROBERT PHILLIP HILL
RYAN SCOTT KINNEY
JAMES DOUGLAS WAITE
JONATHAN JAMES MEEKS
STEVEN GLENN CHECK
JAMES QUINN GILMORE
LEE CHRISTIAN BASHFORTH
ENRIQUE VILLALOBOS
Saimir Astrit Prapaniku
STEPHEN PAUL KEARNS
Andy Nguyen
Sergio Ayo
Matthew Joseph Browne
Teresa Tabel
David Amarante Chavez
Cory J Matsumoto
GENAE ANTOINETTE AFFRUNTI
Rey Louie Carandang
Julia Marie Bica
JOHN EMIL CARLSON
JACQUELINE MARIE GOODREAU
Katy Chai
DANIEL ETHAN DODGEN
Margery Anne Neis
ANTHONY ALOIS KRICKL
KATHERINE BURKE FLORES
Stephen In Hee Lee
Joseph A Silverman
JEFF JACOB MENNING
BRIAN R YOUNG
MURPHY MEGONIGAL
David M Coen
KIRK SNYDER
Russell Boyce Albright
Patricia Carla Howard
Paul Antony Ross Binks
LARRY FRANK BELTRAMO
ALGER GARY OSENTOSKI
ERLE MARK PETRIE
YVONNE CURRY
Ahren Jin Shirai
PENGXIN FANG
Jason Chau

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