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Best financial advisors in Rancho Santa Margarita, CA

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

Offices
1,546
Firms
619
Combined AUM
$21.3T
Firm-wide filings, not assets booked only here
Clients
3.18M
3,184,986 clients when Item 5C has a number
Avg / client
$6.69M
Combined AUM ÷ clients

Nearby offices

Firms

VOYA FINANCIAL ADVISORS, INC.
TEMPLEMAN WEALTH MANAGEMENT INC.
EDWARD JONES
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
BLACKWOOD HEALTHCARE BREAKTHROUGHS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
POINT WEST ASSET MANAGEMENT LLC

Investors

GAVIN THOMAS GRUENBERG
MICHAEL WOLFGANG KLECZEK
Michael Scott Templeman
Jeffrey W Albert
Aaron Tucker
Ryan Patrick McLaughlin
Anthony Monaco
GARTH ANDREW WALLACE
KATHERINA CONCEPCION QUITO
Carmencita Protacio Calaway
BRIAN GARCIA
WILLIAM RONALD EDDE
PATRICK DION MCGINLEY
DONALD FRANK STEEPE
JOSEPH P DIMINO
BLAKE NORRIS SORENSEN
Brian Tracy Lam
Robert Joseph Brown
STEVEN DAVID SHIELDS
Karim A. Mekhail
Logan S. Sandhu
WESLEY GARY GUNTER
Carmelo Anthony Battaglia
Craig Alan Eshenko
Kabir Sivjee
Nakisa Sharif Kashani
TOWFIQ CHITALWALA
RYAN GLENN BIBLE
William Pegram
Jin Ming He

Within 25 miles of Rancho Santa Margarita, CA, Best Investors lists 619 registered investment advisory firms with 1,546 offices nearby, managing about $21.3T in combined regulatory AUM across 3,184,986 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 Margarita

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

1 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T 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 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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM