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

WESTERN GROWERS FINANCIAL SERVICES
ASCENTIS INDEPENDENT ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
AIX ALPHA LLC
EAGLE STRATEGIES LLC
J.P. MORGAN SECURITIES LLC
AVINA FINANCIAL GROUP, INC.
WELLS FARGO CLEARING SERVICES, LLC
COOPER MCMANUS
OSAIC WEALTH, INC.
YOUR PRIVATE CLIENT GROUP, INC.
ULTRA ADVISORY GROUP
CETERA INVESTMENT ADVISERS LLC
VIRTUE CAPITAL MANAGEMENT, LLC
WORLD INVESTMENT ADVISORS, LLC
RAMPART ASSET MANAGEMENT LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

MATTHEW DAVID LEWIS
Grant Riley Flanagan
SILVIA ALICIA FETTIG
SHANNON ASHER KUJAWA
Jordan Vander Poorten
ELIZABETH CHRISTINA DE MURO
MARK KROGULSKI
SHELLEY L CHIDLEY
Richard St John Medina
Hisela Chinchay
Stephen K Moore
Nolan Philip Dunn
STEVE MICHAEL NIGOGHOSSIAN
Hanna M Weintraub
Vanessa Anmarie Solis
Gregory D White
Brianna Mackie
JAMES LOGAN OSTRANDER
EDDIE LOZANO RIVERA
EMANUEL OMAR AVINA
GEORGE IVAN ZULUAGA
MELISSA LEE TABAYOYONG
Kourtny Brook Martin
Kyle Horst
LAUREN MICHELE HEBERT
TRACI LYNN KAAS
RAYMOND BRUCE DIETZ
JACOB WILLIAM AGUILERA
DALIA BADAJOS
JEFFREY KENNETH BOGDAN
STACIE TANAKA
JOHN JOSEPH AGUILERA
ANTHONY JOSEPH COCO
JAMES VICTOR BOGDAN
DESIREE MARIE LASIEWSKI
TODD PHILIP DAGOSTINO
BRYAN CROSS GOULD
ROBERT ANTHONY NEVAREZ
GAL GALI HOREV
STEPHEN PAUL BECKER
Travis O'Dell Tullock
Carl Eugene Spangler
DOYLE LAVERN HOLMES
HAROLD EDWARD DURBIN
JEREMY BRIAN TYSOR
ROBERT CARL HINTZ

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