Best Investors Account Sign in

Best financial advisors in Rancho La Costa, CA

Registered advisers within 25 miles of Rancho La Costa, CA.

Offices
1,072
Firms
467
Combined AUM
$17.3T
Firm-wide filings, not assets booked only here
Clients
3.44M
3,444,306 clients when Item 5C has a number
Avg / client
$5.02M
Combined AUM ÷ clients

Nearby offices

Firms

PGIM INVESTMENTS LLC
FINANCIAL FOCUS LLC
D.A. DAVIDSON & CO.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OTAY VILLAGE III MANAGER, LLC
ALDRICH WEALTH LP
LPL FINANCIAL LLC
INTEGRATED WEALTH CONCEPTS LLC
DAVIDSON INVESTMENT ADVISORS, INC.
OSAIC WEALTH, INC.
WEALTH COMPASS FINANCIAL, INC.
IAMMARINO, NICHOLAS J.
FINANCES FOR LIFE, LLC
ANDREW MARSHALL FINANCIAL LLC
MERITAGE WEALTH MANAGEMENT
ONEAMERICA SECURITIES, INC.

Investors

ERIK RONN KIDD
BILLIE CARL COOK
OLIVIA TAYLOR GLIEGE
JERRIE KAY CARLI
BARBARA JESSUP WILLIAMS
Heather Mattlin
LINDA LOUISE SMITH
KLINDT EMIL GINSBERG
JOHN NICHOLAS VREEBURG
KELLY ZAPP GINSBERG
BRIAN LEE BUEHRING
Robin Marie Gattinella
CHRISTOPHER ROSS OMEL
ALAN JAY GROSSMAN
DAPHNE COLLEEN MARTIN
THEODORE JAMES TADEUSIAK
CHRISTOPHER SZOT
Clarissa Sandrine Tawel
CARL JAMES PINKARD
Jarrod Taylor Brooksher
Ryan Alexander Martinez
TIMOTHY JASON LANDRY
LUKE JAMES SCHORK
KENT BRADSTON TEDRICK
PAUL GILBERT CONDRAT
RICHARD GREGORY NOLAN
KELLEY J. BRAAKSMA
STEVEN THOMAS NUCKOLS
TOD LEIGHTON LENHOFF
NICHOLAS JOHN IAMMARINO
CHRISTINE IAMMARINO WALE
LUCILLE M SHAW
Andrew Marshall
LARYSSA MARIE FREEMAN
Derek Michael McDougall
Amir Naghshineh-Pour
Joshua P Mammen
David W Dukes
Travis J Evans
Andrew G Rosner
Ryan Chatterton
LESLIE MINTER CASTILLO
GREGG FRANK HIMFAR

Within 25 miles of Rancho La Costa, CA, Best Investors lists 467 registered investment advisory firms with 1,072 offices nearby, managing about $17.3T in combined regulatory AUM across 3,444,306 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 La Costa

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM