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Best financial advisors in Rcho Santa Fe, CA

Registered advisers within 25 miles of Rcho Santa Fe, CA.

Offices
1,338
Firms
550
Combined AUM
$18.8T
Firm-wide filings, not assets booked only here
Clients
91.8M
91,847,858 clients when Item 5C has a number
Avg / client
$204.2K
Combined AUM ÷ clients

Nearby offices

Firms

BULL OAK CAPITAL, LLC
GRACIAN CAPITAL LLC
MAVEN GROUP LLC
PACIFIC POINT ADVISORS, LLC
LPL FINANCIAL LLC
PACIFICA CAPITAL INVESTMENTS
ALETHEA CAPITAL MANAGEMENT, LLC
"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"
DARK HORSE ADVISORS LLC
EDWARD JONES
LIFETIME FINANCIAL ADVISORS INC
TORREY PINES INVESTMENT MANAGEMENT
AMERICAN MONEY MANAGEMENT, LLC
LANYON ADVISORY SERVICES
CORNELL CAPITAL GROUP LLC
INDEPENDENT FINANCIAL GROUP, LLC
HARVESTING GAINS CORPORATION

Investors

Peter Stuart Campbell
MICHAEL THOMAS STONER
RYAN ANTHONY HUGHES
Colin Summers
KATHERINE ROSE LOCK
AHMAD SUROSH RASHIDI
MATTHEW ROBERT KLIBER
MICHAEL COSIMO LICOSATI
DANIEL MICHAEL RACICOT
SCOTT BRIAN PRESTON
BLAKE ISAACSON
TONY HSU
CHRISTOPHER ALAN TATE
LAWRENCE EDWARD PALME
DANIEL CRAIG OSGOOD
KEVIN SEVIER
Walter Ashby Bowser
David Lyle Mathias
BRIAN SCOTT FIELD
ZORAN SELAKOVIC
LUKE DANIEL VAN HOUTEN
Hannah Kelly
STEVEN LEE VAN HOUTEN
SAMUTH SIDEN EAN
ANDREW Phillip FOWLER
ADELE LINDA CANETTI
THOMAS WILLIAM MCAULIFFE
MARK JACKSON MYERS
JEANNI PATRICIA HARRISON
GLENN JOSEPH BUSCH
MARNIE WALTERS BAIRD
Rana E Davidson
Shay Tahar
RENE PAUL DE CHARON
GABRIEL BENWOOL WISDOM
MICHAEL JOHN MOORE
DAMIEN WILLIAM LANYON
CONSTANCE LETITIA MAPLES
Shaun Clinton Cornell
Andrew Cornell
MARK EDWARD BOBIN
STEVEN DE BARON PRESCOTT

Within 25 miles of Rcho Santa Fe, CA, Best Investors lists 550 registered investment advisory firms with 1,338 offices nearby, managing about $18.8T in combined regulatory AUM across 91,847,858 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 Rcho 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