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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

THOMAS INVESTMENT ADVISORS LLC
YAYATI ASSET MANAGEMENT, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
MIRAMONTES CAPITAL, LLC
OSAIC INSTITUTIONS, INC.
NOBLE WEALTH MANAGEMENT, INC.
FINANCIAL SECURITY SOLUTIONS, CORP.
INDEPENDENT ADVISOR ALLIANCE, LLC
PENCE CAPITAL MANAGEMENT, LLC
HEXEUM CAPITAL
AIONIOS CAPITAL PARTNERS, LLC
CENTRICITY FINANCIAL LLC
CORE INVESTMENT MANAGEMENT, LLC
EMERALD WEALTH MANAGEMENT, INC.
PARADOX INVESTMENT PARTNERS LLC

Investors

Daniel Charles Thomas
Jeremiah Harrison Chafkin
JOON CHOL HYON
JOHN A. RAMEY
MILAN RAJ PATEL
Rajeev Ranjan Sharan
RYAN MOUTON
USHA MONIQUE Cervantes
STEVEN DOUGLAS JILLSON
MARTA MORNINGSTAR HERZOG
MARK DOUGLAS JILLSON
Noah Abraham Sosa
CHRISTIAN CANZONE
GEORGE NICOLAS GOPIAO
MARTIN JEFFREY LOMBRANO
BRIAN WILLIAM FOOTE
DAVID ALBERT BOYER
ISIDRO Z MIRAMONTES
MICHAEL LEE REMINGTON
STEPHEN EDWARD SUZUKI
MELINDA D SWARTZBAUGH
Jeffrey Lynn Kaylor
ALAN JEROME SCHRYER
DANIEL DUBOIS
JAMES MARVIN PEEBLES
JACQUELINE SEENA ZWEIG
ROHIT JILEDAR SINGH
RICHARD ANDREW SMYTH
ETHAN NAMVAR
GREGORY WENDELL QUON
LYNNE CONNOLLY
Nicholas Monterrosa
Jeanne Marie Juricka
CHAD EUGENE KRIEG
Garrett Backus
ALI RAMAZAN ARIK
RAMILO RAMOS REYES
IAN VENZON
DINA F FARGALLA
Reuben Abraham
ELDON DRYDEN PENCE
ANDREW ODISH
ERIC JON KIKUJI ORDINARIO
Huy Dinh Pham
ERIC WILLIAM SQUIRES

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