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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

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MADISON AVENUE SECURITIES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
M WEALTH MANAGEMENT, LLC
TAXABLE WEALTH
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CITY HILL VENTURES, LLC
PACIFIC WEALTH MANAGEMENT
MARINER
SIMPLICITY WEALTH
STOUT CAPITAL MANAGEMENT LLC
LPL FINANCIAL LLC
SEASIDE EQUITY PARTNERS
CETERA INVESTMENT ADVISERS LLC

Investors

Daniel Shahmoradian
MARTIN WILLIAM MCNEES
MEAGAN NICOLE PHELPS
John Paul Fazzini
Nicole Marie Cavalcante
Michael Erwin
Stefan Andrei Cherniawski
Marius Aleksandras Anuzis
Ethan D Ziegler
David Gregory Kuzmic
Maxwell Scott Mowrer
BARRY ALAN RICHEY
Steven Brahy
BRADLEY SCOTT FORD
JAMES ARTHUR STOKES
BRIAN KEITH MIRAU
JAY SCOTT KRAMER
JOSEPH VERNON LEE
TIMOTHY RICHARD PASHLEY
ERIC HARRIS
CHADWICK RYAN PAYNE
CINDI LYNN PORTER-ROWE
NICHOL LEE HOFF
VILAYPHONE FIXSEN
James Walter Noack
JANINE MICHELLE POLLEY
Michael Bono
CHRISTINE JEAN DIRUSCIO
MARK OBERLANDER
Rory Dean Miller
ANNETTE VICTORIA SULLIVAN
DIMITRY TIKHONOV
JEFFREY THOMPSON
MICHAEL IAN OLSEN
PATRICK CHRISTOPHER ROMERO
Joy Funk
Quentin Pinner
Samuel Mark Bonikowsky
Bryce Lowell Veazey
RICHARD JAY GOPIN
Diane Ellen Beamer
RANDAL LEON ATWELL
ROBERT PAUL SEAWRIGHT
PATRICK WAYNE AYERS
JAMES ANDREW GEAKE
MARK WILKINSON RICHARDS
KENNETH DAVID LOEBEL
DONALD L ANDERS
Jessica A Passier
DANIEL ADAM NESMITH
RICK O'NEAL
MICHAEL ALAN MARTIN
TODD JONATHAN LABELLMAN
WESLEY FORD
Jakub Anton Hall
GEORGE EDWARD AROCHA
DENNIS ALAN CIRBO
WILLIAM JAMES PORTER
MARY BOCKMAN HOLEVINSKI
NEIL JAY WERBERIG
Laura Ann Malechuk
SHARON LYNN VIANO
DEBORAH SUE SIMS
MARK STEVEN KRUMAN
PHILLIP CLIFTON ALLEN
JEFFERY JOHN SCHADE
MARK ANTHONY SANCHEZ
Charles D Dodds
DONNA RAE BELLAMY
Anthony S Mowrer
CHARLES JOSEPH HENNINGER
Jonathan Lewis Levy
Tony Ramez Torbey
Matthew Ferri
Maria Moschitta
Nicholas Todd Smith
Christopher Simich
CRAIG LYNN JERNIGAN
Hunter Rockwell Favorite
ANNE MARGARET GOTINGCO
PHILIP SCOTT BRADSHAW
JOSEPH PATRICK ORTEGA
SUZANNE CATHERINE LATOUR
TIMOTHY CHIEN-WEI CHEN
DAVID HARRY RICHMAN
ALEXANDER JONATHAN VOILS
DANIELLE JOLENE FERRER
Erin K Bethge
Zachary Cohodes
Cason R Dougall
KENNETH W JUDD
TAIMUR ALI BAIG
GARY LAWRENCE WARDEIN
Alin Katiraei Frentzen
Cody J Cabot
BRUCE DOUGLAS BEATY
ANASTASIA GENE MELBROD
SCOTT H MELBROD
WESLEY W MELBROD
JAMES DEREK PAULSEN
JULEANE ELIZABETH SPITTLER
DAVID GENE LU
CHRISTOPHER MARC JETTE
RYAN PATRICK LOCANTO
KEVIN ROBERT CHOI
ELIZABETH SANCHEZ
DOUGLAS THOMAS PEART
BLAKE CAMERON FOSTER
JESSICA POENG CUEVAS
DANIELLE NICOLE ANDREW
EDWARD CHARLES SIGNAIGO
WILLIAM BITSIMIS
MICHAEL JAMES MUEHL
MARTIN DAVID LEVINE
JASREEN K SIDHU
Michelle Lynn Simmons
DENNIS D HENNINGS
Joshua Tanner Thompson
Megan Michele Thompson
KENT FLOYD THOMPSON
Steven D Varghese
Marjorie Ford Smith
Isaac J Cardoza
John Philip Mayer
JUSTIN CHANDLER KUNTZ
Maryam Pilar Anaya
CHARLES FREDERICK FOWLER
Noah Babin
Alfredo Andres Paredes
Curtis James Norwood
Michael David Guerrero
Hakim Dennis Dysart
LAUREN MARY ALVEY
Michael Tallon
PAUL DOUGLAS REABURN
Robert Andrew Reaburn
Brian Robert Manderscheid
Kevin Patrick Nuber
Parker Nelson Weimar
HEATHER NICOLE ULZ
David Joseph Julian
MICHAEL LEONARD LIM
JAMES CHANDLER KUNTZ
JOSEPH B SHAHIN
GARY R. STOUT
THOMAS G. STOUT
RICHARD DEAN MITCHELL
Justin Do
LOUIS DAVID LOPEZ
Lauren Trott Gabele
MICHAEL ALAN HAYES

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