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Best financial advisors in San Clemente, CA

Registered advisers within 25 miles of San Clemente, CA.

Offices
1,162
Firms
552
Combined AUM
$21.7T
Firm-wide filings, not assets booked only here
Clients
3.18M
3,183,167 clients when Item 5C has a number
Avg / client
$6.82M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
CREATIVE FINANCIAL DESIGNS, INC.
PFS INVESTMENTS INC.
TREK FINANCIAL
COAST WEALTH MANAGEMENT, INC.
STEPHENSON AND COMPANY, INC.
OSAIC WEALTH, INC.
MUTUAL ADVISORS, LLC
LPL FINANCIAL LLC
EDWARD JONES
QUIVER FINANCIAL HOLDINGS LLC
IGNITE PLANNERS LLC
J.P. MORGAN SECURITIES LLC
INDEPENDENT FINANCIAL GROUP, LLC
MAROSEK, YUKA
MT RYAN, INC.

Investors

WILLIAM SCOTT FREEDMAN
Wyatt LaLonde
STEVEN MICHAEL VASQUEZ
ZACHARY FIDLER
CLINTON ROSS BROWN
MICHAEL WADE VANDENBURG
RILEY SEAN STEPHENSON
COLLIN CHRISTOPHER ZINES
BRADLEY STEPHENSON
CORRINE MARIE LAFOLLETTE
Madeline Wolfson
ARLON RAY ENMEIER
MARK ALEXANDER TAYLOR
Joseph John Wenrich
RONALD PAUL HOLLIDAY
Jordan Timmreck
RICHARD COLBY MCFADDEN
Patrick Morehead
Justin Michael Singletary
DOMINICK ANTHONY ZIZZO
RONALD WILLIAM HADA
KENNETH CLEO JOHNSON
GREGORY HOWARD COOLEY
LEONARD EMIL MOULIN
JENA ELIZABETH SCHUSTER
ANDREW BURTON LABAS
JIMMY DALE LONG
Andrew David Tsu
Jaxson Allred
Marshall Okerlund
DAVID JOHN ALLRED
Wesley Archer Haynes
Hunter Jefcoat
Jacob Teancum Allred
KWINTONE WADE HOUBERG-LAWTON
JOEL DAVID SLATTER
Gavin John Fronk
Charles Brian Conners
STEVEN MAX CHRISTOL
Adrienne Elizabeth Hart
CHRISTOPHER MICHAEL VIZZI
MICHELLE N VIZZI
KELLY H CLYDE
Blake A Davidson
Cate N Harrell
DONALD ALLYN HARRELL
Colin Pederson Smith
MICHAEL THOMAS RYAN

Within 25 miles of San Clemente, CA, Best Investors lists 552 registered investment advisory firms with 1,162 offices nearby, managing about $21.7T in combined regulatory AUM across 3,183,167 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 San Clemente

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