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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

CITIGROUP GLOBAL MARKETS INC.
G.W. SHERWOLD ASSOCIATES, INC.
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
VALLEY WEALTH STRATEGIES, LLC
PRUDENT INVESTORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
U.S. BANCORP ADVISORS, LLC
PHILADELPHUS CAPITAL
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
DOWNIE FINANCIAL GROUP
WEBB FINANCIAL GROUP
PFS INVESTMENTS INC.
COLORADO FINANCIAL SERVICE CORPORATION
STATE FARM INVESTMENT MANAGEMENT CORP.
FINANCIAL MANAGEMENT NETWORK INC

Investors

JASON M LILLY
JUAN EMILIANO TOLEDANO
ADAM ROBERT DEVONE
THOMAS PATRICK FLYNN
MICHAEL T NESHEIM
GARY WILLIAM SHERWOLD
DAVID LYNN EPPEY
STANLEY RICHARD BRUNO
STANLEY BRUNO
KENNETH PHILLIP MASCARI
DALE A. WOOD
EUGENE GEORGE BOWAN
JAYNE MARIE P. SULLIVAN
JARED CHEUNG-YI ONG
Jeremy Le Van Lau
ANNA YEN KIM
TOWFIQ CHITALWALA
Kabir Sivjee
Quinton Robert Espinosa
peter jordan strzelecki
PETER ANTHONY RICE
ARTHUR SCHMIDT FELIX
JOSH JADE HANLIN
Stephen McGuirk
STEVEN DOUGLAS CURTIS
Jason Kyle Somrak
CLIFFORD ANTHONY DOWNIE
SHANNON J WEBB
SHERYL LYNN FIELDER
ROBERT BAKER
KELLY CURTIS BRENNAN
LISA LYNN BANNING
JEFFREY GEORGE MERWIN
NICHOLAS JOSEPH CAVALLO
MARK FORREST DONAHUE
ARAN GARIS SAHAGUN
JOSEPH ANTHONY CAVALLO
BRANDON CHARLES DECAPITE
MATTHEW MICHAEL MERWIN
JOSHUA DAVID VALDIVIA
MATTHEW AARON JORDAN
TRACY REINHOLD OLSON
STEVE JAMES FRIEDMAN
RICHARD JAMES RANG
KEVIN LEE DARGER
MATTHEW SCOTT CONNER
JOHN J MERWIN
JEFFREY DAVID STANGA
CURTIS STEVEN FARRELL
JEFFREY MACDONALD HOLT
Michael R Long
Travis C Macaluso

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