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Best financial advisors in Rancho Santa Fe, CA

Registered advisers within 25 miles of Rancho Santa Fe, CA.

Offices
1,356
Firms
560
Combined AUM
$19.2T
Firm-wide filings, not assets booked only here
Clients
91.9M
91,867,975 clients when Item 5C has a number
Avg / client
$209.2K
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
PERIGON WEALTH MANAGEMENT, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ESSENTIAL PARTNERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
DARK HORSE ADVISORS LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
MORGAN STANLEY
U.S. BANCORP ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AVR CAPITAL MANAGEMENT, LLC
FAIRBANKS CAPITAL MANAGEMENT, INC.

Investors

AMY JANELLE VIOLANTE
Michael Robert Peterson
THOMAS ENGLISH VIEIRA
Timothy James Kaiser
KENNETH DEAN FINCHER
TREVIN LAMONT EPPS
SHANTELE MARIE LEWIS
ARTHUR KELLEY SHOOTER
NICK ANTHONY BARTOLO
REZA HAMID TARAZ
Jacob Tyler Montes
Blake Frederick Feindel
JONPAUL WESLEY URSICK
TREVOR SCOTT DAVID ISAACS
VIRGINIA CHRISTIE LAWRENCE
DAVID JAN ROSS
STEPHANY DAWN HORN
Gabriel Louis Mendoza
Robert Emmett Kearney
KRISTIN CAROL NORBY
DANIEL PAUL MORILAK
Nicole Karen Choi
BRANT ALLEN RUSTICH
Ting Zhang
MICHAEL RICHARD PARZIALE
BRIAN CHRISTOPHER COFFIN
MICHAEL NEELY LAWRENCE
STEVEN ALLEN FINLEY
ANGELA YU ALLDREDGE
MATTHEW MICHAEL HANSEN
STACEY MARISA WAITE
JASON SCOTT MUBARAK
NICOLE ROCHELLE CARNER
Steven Q Tran
ANNA MARIE THOMAS
RONALD WILLIAM THOMAS
NIC J TROUNCE
Maxwell Richard Parziale
Brad J Sherman
Greer M Moseman
Christian Benny Ortiz Gonzalez
Xiner Zhang
Huiling Zhang
JOEL WILLIAM THORP
Steven Howard Schuknecht
JON SCHMAUSS
DANN SPEAR SOKOL
JOSEPH STEVEN ADAMO
Noosha Sharif
LI-MING YIN
TODD GRANT VITALE
WILLIAM BENJAMIN JONES
ARIANA HANLEY JORDAN
KATHLEEN SUE RACETTE
DAVID ANTHONY GALLUCCIO
LEE-ANN HODAPP
SAMUEL CASTRO
Laila E Margallo
STEVEN SPENCE ADKINSON
LAURA KHORSHID
JENNIFER C DUGGAN
Cody Meza
NATHAN WADE LABIAK
TRACY JILL SCHECHTER
RYAN L. WETSEL
JOHN ALLYN NAVIAUX
JOSHUA CALEB RAYBURN
CHRISTOPHER FICARA
Patricia Pavin
Tanner Scott Curtiss
Kaleah N Yearwood
Jeremiah S Rodgers
Lisa L Miller
James REID Gilmore
DAVID ANDREW MASSEY
Kristina Dawn Klamer
LISA PACHECO
Devon Keala Hawley
Allison Wong
Michael Larkin
RUSSEL J UPTON
Jennifer Perkinson
Kristin E Dornbusch
PETER HUFFMAN
JESSE PHILLIP MENASHE
DAVID VICTOR MENASHE
DEANE LOWELL CURTISS
Bruce Morley
Joshua Johnson
PAUL CHARLES SANIT
DOLORES MARIE SERDAHELY
ERIC AGUIRRE
LAURA ANN RASMUSSEN
MICHAEL P CARROLL
MICHAEL JOSEPH STEELMAN
KATHARINE WALSH DOWNEY
DAVID P. HENESEY
David C Frederiksen
Arezu Ajodani
JARED HEGARDT
RONALD DAVID HEGARDT
ANNTERESE TOTH
Callie Perallon
CHRIS HOON CHO
RAPHAEL BIDERMAN

Within 25 miles of Rancho Santa Fe, CA, Best Investors lists 560 registered investment advisory firms with 1,356 offices nearby, managing about $19.2T in combined regulatory AUM across 91,867,975 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 Santa Fe

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