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Best financial advisors in Port Hueneme, CA

Registered advisers within 25 miles of Port Hueneme, CA.

Offices
414
Firms
178
Combined AUM
$14.5T
Firm-wide filings, not assets booked only here
Clients
2.67M
2,674,542 clients when Item 5C has a number
Avg / client
$5.43M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PRIVATE ADVISOR GROUP, LLC
EDWARD JONES
KESTRA ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BERNZOTT CAPITAL ADVISORS
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
TCFG INVESTMENT ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC

Investors

Alex Mendoza Vargas
NICHOLAS JOHN GOODWIN
VIDA MARIA JATULIS
MIRANDA PAYNE GERDA
Deborah Sue Zuniga
Jaclynn Diane Sanchez
LANCE EDWARD NELSON
JAMES A ROBERTS
JAMES ANDREW ROBERTS
PETER LINDBERG
KEVIN BERNZOTT
GEOFFREY HARDEN SEBOLD
RENE STUART RANDEL
Dominic V Pino
JORGE LOZANO
RODOLFO RUIZ
ALEXANDER ALEXANDER LYSKIN
KRISTOFER KARL PETTIT
KAREN LEIGH KINROSE
RICHARD STEVEN JEFFERY
MICHAEL BRENT HANSON
JORGE ANDREW ZAMBRANO
JAMES ALBERT BRUCKNER
TERRY DONALD DEEVER
RYAN JOSEPH CHARLON
Morgan Lange
SHRUTI SHERRIE KOHLI
MICHAEL DREWS
TIMOTHY JAMES WARREN
Kevin Folino
David Patrick Wire
DAVID PAUL FOLINO

Within 25 miles of Port Hueneme, CA, Best Investors lists 178 registered investment advisory firms with 414 offices nearby, managing about $14.5T in combined regulatory AUM across 2,674,542 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 Port Hueneme

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM