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Best financial advisors in Rancho Bernardo, CA

Registered advisers within 25 miles of Rancho Bernardo, CA.

Offices
1,346
Firms
550
Combined AUM
$18.8T
Firm-wide filings, not assets booked only here
Clients
91.8M
91,847,858 clients when Item 5C has a number
Avg / client
$204.2K
Combined AUM ÷ clients

Nearby offices

Firms

W&S BROKERAGE SERVICES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
TED BUCHAN & COMPANY
OSAIC WEALTH, INC.
OSAIC ADVISORY SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
STRATEGIC ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Earl Gerard Seitz
RICHARD SCHAFFOR CLAWSON
ANDREA C SPERDUTO
VANCE SCHROEDER
MARK ALLEN HYMA
Eric Vincent Schmid
EDWARD JOHN BUCHAN
JEFFREY GENE BJURSTROM
MICHAEL BLAKE GALLION
Christopher Syktich
Adam Javier Vale Cruz
John M Corotis
RICHARD DEAN MITCHELL
JOSHUA EMILE SILVERMAN
CHRISTOPHER BARON DELEON
Tiffany Roussis
Jonathan William Kelly
AMBER MICHELLE SMITH
CHRISTOPHER ANDREW LELLI
BRIAN JAMES KETTMANN
BRADFORD THOMAS WILLIS
THOMAS JAMES KOKJOHN
ANN TU
JESSE STARR
CHRISTOPHER W KOSMO
Stephen Paul Seidel
ALEXIS SAUCEDO
Lin Yan Murphy
MICHAEL PAUL ROBERTS
MARA LAUREN LITMAN
MICHAEL ALLAN ANDREOTTI
JERWIN PAZ
Andrew Axelson
ZHI G HU
Gavin O Holmes
WILLIAM YORK SMITH
VIRGINIA C STAGG
THOMAS STEPHEN SEIDEL
DEAN RAY PFREMMER
GUNNAR THOV THOWSEN
Carrie Foye
REBEKAH A PETERSON
AUSTIN DUNNING WICK
LUIS ALBERTO GARCIA
RICHARD TUTON
BROOKE MORRIS
MY LINH PHAN
BRIAN WAYNE CHAMBERS
WILLIAM C KELLEY
ALEX WANERMAN
ASAF Z SAVION
KEVIN D HOSKINS
EDWARD JOSEPH FINNEGAN
HARRYSON FRANZ
HILLARY VERONICA CLARKE
VALERIE REYES
ANDREW MERAM
KIERON PAUL BRIMACOMBE
KRISTI BROOKS
DANIEL GARDNER
KILEY AYMAR
ASHLEY HINES
PATRICK ARCHER
JOHN TYLER FOLEY
ANTHONY D PERKINS
MARTIN J. PRESSER
MAZEN ABIFAKER
ANDREW NULL
EMMETT LICHTENBERG
RYAN J ALBIN
SARA A HECHT
SIMON SCOTT HALL
BRYN TANNONE
DWIGHT BARBIASZ
QUINN O'CONNOR
Jason Stuart Polk
ROOHI KHAN DARUGAR
Erik Amirkhanyan
SAMUEL CASTRO
RONNIE RAY SANCHEZ
RAYMOND GEORGE SEIFRITZ
Hillary Dale Moore
Lance Taylor Peters
Patrick Andrew Klacka
Garrett Ringlever
THOMAS PETER HILLEBRECHT
JANEAN EVON STRIPE
RICHARD BRUCE PLUM
TIY LYNN ONEAL
RAYMOND JOSEPH LUCIA
CHRISTOPHER ALLEN LLOYD
TONY PETER KRVARIC
Kristian Carr Forster
IAN Ananda LUCAS
JONATHAN PAUL SAVONA
BRANDON MITCHELL HIBDON
ARA FREEDMAN
MONIQUE YOLANDA HERRERA-CHALKER
JOSEPH H GOMPERS
Darren Joseph Poland
BRIAN RISSMAN
TIMOTHY JOHN SHEA
SCOT SAMUEL FAIRCHILD
RASHARD JERMAINE COOK
THOMAS A WYCKOFF
Wade Robert Shumway
Emily Charlotte Provino
JILL ANN LUKEHART
SONDRA FORKNER
JOHN PROKOS
JOSEPH PAUL LUCIA
Yun-Yu Szu
Jeffrey Ross
Christopher Jay Baldoni
BRETT WILSON EVERHART
KATHY SHOHARA PETERSEN
LAURA ALISA POMEROY
MIGUEL ANGEL ORTEGA
Matthew Leonard
Reinna A Gabriel
SANDRA JO FITCHJIAN
Nancy Parrett
SCOTT O'CONNELL
NATALIE CHAPPIUS
DANIEL Thomas LEICHT
Avyn I Strahlendorff
Jason L Corzine
ALLAN LEO TENTLER
JIMMY VO
Ivan Lopez
Eric McKinnley Branch
Zizi shengai Vosper
Edward GERALD Schwarz
DONNA M LUNA DE LA FUENTE
FRANCES PASCUA
Morgan Brennon Seymour
Jocelyn M Beck
Kristen Lopez
David S Laub
Julie MARIE Donohue
Jee Eun Decker
Kevin M. Donnelly
Zachary A. Moreo
JASON WANG
DENISE MICHELE LONG

Within 25 miles of Rancho Bernardo, CA, Best Investors lists 550 registered investment advisory firms with 1,346 offices nearby, managing about $18.8T in combined regulatory AUM across 91,847,858 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 Rancho Bernardo

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM