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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

LPL FINANCIAL LLC
INDEPENDENT FINANCIAL GROUP, LLC
MML INVESTORS SERVICES, LLC
M3 ASSET MANAGEMENT, INC.
BRISTLECONE VALUE PARTNERS, LLC
INTEGRITY ADVISERS LLC
WALNUT CAPITAL PARTNERS, LLC
PFS INVESTMENTS INC.
RATIO CAPITAL
MERCER GLOBAL ADVISORS INC.
AWM CAPITAL, LLC
APPIAN WAY FINANCIAL
TRANSAMERICA FINANCIAL ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
OLIVE STREET CAPITAL PARTNERS LLC
CITIGROUP GLOBAL MARKETS INC.
J.P. MORGAN SECURITIES LLC

Investors

ANTHONY GEORGE BLOCH
ROBERT BOAS GREENE
JULIE SHEN
JOHN JOE ALMAGUER
LINH THIEU MA
DAVID DAEJOON KIM
DAVID REX FLEER
JEAN-LUC FRANCOIS NOUZILLE
JOSH TODD GRAYBILL
Tiffney Chang
anush keshishyan
Clifford F Robbins
Jeffrey Felix
Ross Warren Benson
DAVID WEI WONG
JESSICA ROSE SECHRIST
DEBRA ANN TRUJILLO
JOSE ALVARO TEJADA
MICHAEL WILLIAM JOHNS
STEWART E SCHRADER
Daniel Polyakov
Carol Ann Casebolt
Homer Jonathan Reed Wilson
JUSTIN MICHAEL DYER
AARON DAVID GOLDBERG
Chase Knowlton Dominguez
BRANDON LEE AVERILL
Clayton Thomas Kimball
Mena R Hanna
KEVIN DOANE SHELDAHL
Wasana Arayatanon
Sirorat Lertsangpetch
PATRICIA ALINE PROUDMAN
KAWIN THONCOMPEERAVAS
Sophia Laohasongkram
Menchu Ituralde
Sathita Kerdpongvanich
Kevin Charles Burns
GEOFFREY HELMING PALENIK
McKensie Rebecca Badal
YOONI CHANG
ALEX CHOI
MICHAEL JOSEPH PULS
NOBLE MATTHEW HANSEN
Jonathon Jarrod DeVase
RON HERTZBERG
Anna G Lozada
Patrick K. Batac

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