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Best financial advisors in Rancho Sta Marg, CA

Registered advisers within 25 miles of Rancho Sta Marg, CA.

Offices
1,536
Firms
616
Combined AUM
$21.3T
Firm-wide filings, not assets booked only here
Clients
3.18M
3,184,820 clients when Item 5C has a number
Avg / client
$6.69M
Combined AUM ÷ clients

Nearby offices

Firms

ELEVATE WEALTH ADVISORS, LLC
MML INVESTORS SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
A.G.P. / ALLIANCE GLOBAL PARTNERS
NOBLE WEALTH MANAGEMENT, INC.
FINANCIAL SECURITY SOLUTIONS, CORP.
INDEPENDENT ADVISOR ALLIANCE, LLC
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
VERACITY CAPITAL LLC
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
INTEGRATED WEALTH CONCEPTS LLC
SPECTRUM ASSET MANAGEMENT INC
TRIAD INVESTMENT MANAGEMENT, LLC
FLATROCK WEALTH PARTNERS LLC
HARMONY POINT WEALTH ADVISORS, INC.
WORLD INVESTMENT ADVISORS, LLC

Investors

JASON MICHAEL ROTMAN
Michael Rodger Thibodeaux
Jack William Jentz
ROBERT JOHN CONLISK
JOHN EDWARD DEWEY
ZANNA SLAVENIECE-PRIEDE
Joseph Roland Christian
Ethan Barnes
IRA MARK HERMANN
DAVID WARFIELD BENNETT
SAL MARTIN SANCHEZ
PAUL JOSEPH SALERNO
BLAKE ELLIOTT MATEREWICZ
ALICIA EMILY MCKIE
SCOTT CHRISTOPHER GROVE
RITA SHIHPING LEE YEH
JAMES PATRICK KEANE
KEVIN JAMES DYKES
LUKE DUNCAN ACHAY
James Willard Burmane
WEIPING CHEN
PHILIP ANDREW ROBERTS
KAITLYN ALEXANDRA DELL
Michael Charles Di Rocco
Nathaniel Rafael Choo
Julia Patterson
ROBERT Matthew SCHRAEDER
Brooke Natalie Bastiaans
JEREMIAH James GOLDENETZ
Enrique Ricardo Santos
JEFFREY BELFIELD BUSH
ANDREW LEE MOORE
CHIHJUNG TRACY LU
LI ZHU
SALINA CHORSAI LO
DAVID MICHAEL CONNELLY
HANK YEH WANG
CHRIS WILLIAM SOUSOUNIS
CHRISTOPHER MCROBERTS SMITH
MICHAEL ODELL MCKNIGHT
ROBERT JOHN BLAUER
ANDREW HYUN
CHASE ALEXANDER SKISTIMAS
CHRISTOPHER GEORGE BIELER
Michael Acosta
PETER FRANCIS ROBERTS
JOSEPH WILLIAM BREZDEN
Robert A Meertins
AARON TOWNSEND DIAZ
Mariah Whalen
YVAN HUU CAO
ASIA TRAN PHAN
Samuel James Bauserman
ERIC DANIEL STEINGRUEBNER
ELISA MARIE STEINGRUEBNER
Kamren James Barkus
THOMAS HOWARD ARTHUR
HEMANT KATHURIA
Nikhil Kathuria
JONATHAN JOSEPH MENDIOLA
CHRISTOPHER JOHN RIEGER
KENNETH JAMES BARKUS
ROGER DANIEL FOLLIS
DAVID ECHEVERRIA
JACOB D HESKETT
Jeffrey Lynn Kaylor
ALAN JEROME SCHRYER
DANIEL DUBOIS
JAMES MARVIN PEEBLES
JACQUELINE SEENA ZWEIG
MELINDA D SWARTZBAUGH
STEVEN CLYDE EDWARDS
MARK MAMORU MITAMURA
DAVID MUNHO CHOI
WHITNEY CHRISTINE MASSEY
Michael Jonathan Mess
Katherine Marie Hooper
Nataliia A Romriell
Gregory James Nugent
Charles Anthony Vickery
Timothy A Yost
PETER RANDALL ZIERHUT
TONY KYUWHAN JUNG
Ty Eric Neubauer
MICHAEL JAMES OTTMAN
NANCY JANE HOWARD
RYAN LEE KELLY
MITCHEL EVAN NEEDELMAN
Garrett James Peterson
LISA SUZANNE SHARP
JOHN EDWARD HELDMAN
DAVID MICHAEL HUTCHISON
KEVIN MICHAEL WINTERS
John Michael West
Jonathan Martinez

Within 25 miles of Rancho Sta Marg, CA, Best Investors lists 616 registered investment advisory firms with 1,536 offices nearby, managing about $21.3T in combined regulatory AUM across 3,184,820 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 Sta Marg

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