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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

LPL FINANCIAL LLC
DYNAMIC
SUMMIT FINANCIAL, LLC
DIVERSIFY ADVISORY SERVICES, LLC
MARINER
MARINER WEALTH
SABAL INVESTMENT ADVISORS, LLC
VALIDEX GLOBAL INVESTING
MARRICK WEALTH
THE BALDWIN GROUP WEALTH ADVISORS, LLC
EP WEALTH ADVISORS
STRATEGIC ADVISERS LLC

Investors

ERIC JON KIKUJI ORDINARIO
Huy Dinh Pham
ERIC WILLIAM SQUIRES
MICHAEL A ACEVEDO
OLIVIO REYES GOMEZ
Ron M. Amir
TODD ALLEN RUSTMAN
Blake Andrew Kent Bauer
KENNETH MICHAEL KLADOURIS
JOSEPH ANTHONY AZZOPARDI
Matthew Hanson
Jeffrey Czajka
JEFFREY WHITE
JOHN HOWELL SWIFT
RYAN J MARTIN
Macallan Denys Dalphy
NATALIE ADAMS
MAI THI PARK
Trevor Friedman
Collin Sullivan
Eric Moya
Austin Connolly
Connor Jason Schamblin
MARK CHRISTOPHER SCALZO
Nicholas Jorge Scalzo
PATRICK LAWRENCE CHU
MARTIN PATRICK MCNAMARA
KARIN KAMILLE LANGWASSER
SUNG BIN JOSEPH PARK
Todd Russell Stahl
Thomas John Parzakonis
Kyle Labeaune
Jeffrey Paul Warnock
RYAN C CALL
Sina Soltani
Aaron Brett Vasquez
Richard James Maxwell
Darin Gibson
LAURIE LEE SOWA-WESTWOOD
AVETIS YETENEKYAN
Spencer Campman
YUHSIN WANG
YUYAN CHEN
ALEXANDER WADDELL
TAI AN
RYAN PHILLIP HENRY
CHRISTINA DIMITROPOULOS
PAYTON ANNABEL BLAIR
STEPHEN JENNINGS
LINING BERMAN
CHARLES MCCALL
CAMERON JON CHRISTESON
ISAAC ROMERO
AARON S. WHITTER
KERRIE LOU
DAWEI LIU
DEREK SCARSONE
ROBERT BRIGHTBILL KOCH
RUSSELL J FUNKE
BRYCE SAGERS
JEFFREY DANIEL CHEN
TREVOR JAMES DUFAULT
MARK DANIEL SWETLAND
BAHAA LATTASH
ALEXANDRA M. OGLEVEE
IDEEN MALEKY ZANJANI
CHARLES BOLLARD
MARCELO ARBAGE
MARIA MICHELLE DIANA G. BOUCHER
CONNOR REED
LEON DAVID BURNS
CONNOR JON MELLEMA
STEPHEN YU
Taylor Boyd
ROBERT TRUJILLO
Alvin Tan

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