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Best financial advisors in Rancho La Tuna Canyon, CA

Registered advisers within 25 miles of Rancho La Tuna Canyon, CA.

Offices
2,294
Firms
1,088
Combined AUM
$27.1T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,498,656 clients when Item 5C has a number
Avg / client
$7.76M
Combined AUM ÷ clients

Nearby offices

Firms

CTA WEALTH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
CALIFORNIA CAPITAL MANAGEMENT
J.P. MORGAN SECURITIES LLC
KENSINGTON AMI, LLC
BENE WEALTH MANAGEMENT COMPANY
ROYAL FUND MANAGEMENT, LLC
MARELLO INVESTMENT ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
STRATEGIC ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
U.S. BANCORP ADVISORS, LLC
FADE IN FINANCIAL
UBS FINANCIAL SERVICES INC.

Investors

TREVOR MICHAEL COLE
CAMERON MITCHELL THORNTON
Nevin C Perera
GREGORY JOHN ZEDLAR
Leor Solomon
MARIA ESTHER URIBE
Tercel Cameron West
Jason Barba
CHRISTOPHER ELLIS
FUSHAN KORFI
EMILY ELIZABETH LOGAN
Amir Tavakol
Tara Helen Koda
BRADLEY JAY SALO
BENJAMIN LUPU
KELLY WOO
MICHAEL KENNETH BUDNICK
Charles Matthew Gilb
David Connor
ROBERTO ENRIQUE PROANO
NICHOLAS J MONGEAU
PRAVNEET NAGRA
PAUL N. ARTIN
CYNTHIA KEVERIAN
PETER SHU
SOPHIA H. SOLOUK
TYLER JACOBI
RIVER SENTELL
JENNIFER ARIANE KIM
KEVIN MURADYAN
LUIS CUEVAS
JORDAN THOMAS SWEENEY
FERNANDO E. GRIJALVA
HIEN TRAN
JIVEN FLORES
VINCENT WEI
LISA KOONTZ
AREEN MINASIAN
MELANIE SEPANIAN
MANUEL OHANES ASHEKIAN
Rodolfo Alberto Calderon
Ricardo J Garcia
Megan Mendez
Joshua Maldonado
ROBERT ALAN BLETHEN

Within 25 miles of Rancho La Tuna Canyon, CA, Best Investors lists 1,088 registered investment advisory firms with 2,294 offices nearby, managing about $27.1T in combined regulatory AUM across 3,498,656 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 Tuna Canyon

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

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T 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 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM