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Best financial advisors in Prt Hueneme, CA

Registered advisers within 25 miles of Prt Hueneme, CA.

Offices
373
Firms
162
Combined AUM
$14.5T
Firm-wide filings, not assets booked only here
Clients
2.67M
2,674,120 clients when Item 5C has a number
Avg / client
$5.41M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CITIGROUP GLOBAL MARKETS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MOMENTUM INDEPENDENT NETWORK INC.
PFS INVESTMENTS INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
CHARLES SCHWAB & CO., INC.
OSAIC WEALTH, INC.

Investors

JORGE LOZANO
RODOLFO RUIZ
Florencio Greg Ayala
Diego Reyes
DAVID MILLES DANIEL
Logan David Ludwig
Alex Mendoza Vargas
FIKRY LOUIS LANSING
JOHN BARTLEY MURPHY
Israel Santiago
CHARLES EDMUND ALLISON
Peter Hernandez
DANIEL HERRERA
JOHN BERNARD KEARNEY
M C CUEVAS
JAMES HENRY HARDY
ALLEN Gunther SHEALS
PAIGE MARIE OVERTON
CLARISA S ANDRADE
MICHAEL SPENCER FOX
RUSSELL LEE FOX
CRAIG JAMIESON SKEELS
JAYNE M MANSFIELD
DAVID OWEN HELLEWELL
Patricia OSullivan
Ricardo Avila
Jorge Alfredo Caro Arias
BRENT A JACOBS
RICHARD JAMES ROBINETT
MICHAEL ALAN MISKEL
MORGAN ELLIOTT WEBBER
MICHAEL IBRAHIM SHALHOUB
EDWARD MARTIN COSTELLO
Miguel Angel Noriega
Dustin Ryan Tondreau
Omar Alexander Herrera
Tristan Benjamin Dupont
Atticus Finch Roddick
ABIEL ACOSTA
CLARICE MERLE COUEY
DANIEL MORGAN JOHNSTON
CANDICE DEANNE CARRIZALES
DAVID FERNANDO ALMEIDA

Within 25 miles of Prt Hueneme, CA, Best Investors lists 162 registered investment advisory firms with 373 offices nearby, managing about $14.5T in combined regulatory AUM across 2,674,120 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 Prt 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