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Best financial advisors in Rancho Mission Viejo, CA

Registered advisers within 25 miles of Rancho Mission Viejo, CA.

Offices
13
Firms
13
Combined AUM
$5.51T
Firm-wide filings, not assets booked only here
Clients
392K
391,946 clients when Item 5C has a number
Avg / client
$14.1M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FISHER INVESTMENTS
JOHN HANCOCK INVESTMENT MANAGEMENT LLC
KEVIN KENNEDY, LLC
KLEIN FINANCIAL ADVISORS
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.
PARK AVENUE SECURITIES LLC
RANDAZZO CAPITAL MANAGEMENT, LLC
STRATEGIC ADVISERS LLC
STRATOS WEALTH PARTNERS, LTD
T. ROWE PRICE ASSOCIATES, INC.

Investors

Dylan Michael Edwards
DEREK WAYNE ATKINSON
Maurice P Saluan
WILLIAM LEE KIERAN
JOHN HENRY KLEIN
KUN-ER LU
ANDREW ODISH
Paul Antony Ross Binks
AMIR ARBABI
RYAN TIMOTHY FREEMAN
PARK E RANDAZZO
RASHIK ARYAL
MELANIE M LEE
CHARLES BOLLARD
MATTHEW ADLARD
Samantha Rene Mokma
Tegan Maertz Call

Within 25 miles of Rancho Mission Viejo, CA, Best Investors lists 13 registered investment advisory firms with 13 offices nearby, managing about $5.51T in combined regulatory AUM across 391,946 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 Mission Viejo

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

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 FISHER INVESTMENTS 3,078 advisers $387B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 JOHN HANCOCK INVESTMENT MANAGEMENT LLC 4 clients · 183 advisers $212B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM