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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

LPL FINANCIAL LLC
CHARLES SCHWAB & CO., INC.
CAMPBELL ADVISORY SERVICES, LLC
WING
LIFETIME FINANCIAL, INC.
EDWARD JONES
TRIGUARD MANAGEMENT LLC
OKAPI VENTURE CAPITAL
STRATEGIC ADVISERS LLC
BALBOA WEALTH PARTNERS, INC.
CITIZENS SECURITIES, INC.
BNY MELLON SECURITIES CORPORATION
KINGSBRIDGE WEALTH MANAGEMENT, INC.
DYDX CAPITAL, LLC
REVITATE FUND ADVISOR LLC
KNIGHTSBRIDGE WEALTH MANAGEMENT
ROW ASSET MANAGEMENT, LLC
THE CAPROCK GROUP, LLC
EMPIRICAL WEALTH MANAGEMENT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

Izamar Perez
Thea Rae Lewis
Callum A Culmer
TIMOTHY DAVID MOSLEY
LU TIAN STONE
Olivia Marie Smith
Donny Nguyen
Samantha Garcia
Courtney Michiko Ima
RICHARD FRANCIS DUNN
Randy D Schechter
GARLAND OVERTON SHARP
ANDREW EFREN CASTRO
ERIC TAN-MING HOM
SAUL JONELLE SERANO
Catherine Jean Wilson
NEILSON LICOS
KENNETH DUANE KEITH
Alexander Biestek
Nathan Delgado
Mark Stanga
Aisha Naviwala
JEFFREY ALAN STUBBERT
JAMES PAUL HELSEL
Chad E Shultz
STEPHEN MILAN SMITH
Shane Lunneborg
CALEB NICHOLAS LODGE
Scott Ryan Lee
Karlee Faith West
Trevor Ray Williams
Neha Dixit
Koral Anne Newman
Adam Hess
KELLY KALISTER CAMPBELL
Bryon Devon Pyle
RANDALL ALBERT LUEBKE
Yulia Grigorievna Ordway
JAMES MATTHEW ROSSI
SHARON RUTH HICKLIN
GARY LEONARD HICKLIN
DARREN M CANDIOTTY
LEONARD SIMON BAKKER
Cameron Hume
Jeffrey Householder
THOMAS FISHER
YUMI HIRATA
SEBASTIAN DEMENT
JEFFREY MOESER
ADAM FLETCHER
MATTHEW E CHASE
MICHAEL PHILIP KALTER
GABRIEL MCAULEY
JORDAN WERTHEIM
ALISHA RANDALL
MELANIE ANDERSON
JACOB PESICKA
GERARD KINZEL
HON SAN LO
SHU-FUAN MENDY CHUNG-NGUYEN
ANDREW N. SACHS
CALLIE SHEA WHITE
KEVIN ZHENG
John Gregory Day
Paul Oh
RICHARD ANTHONY RIVA
Richard Brooks Brydges
JOHN VILINA
GERALD WILLIAM ZELKO
THOMAS JOSEPH BRESLIN
SANDRA JESSICA GOINS
Joseph A. Dibuono
KRISTOFER RORY REDDAWAY
MEGAN DIA
Eric James Bradley
CONNIE CRYSTAL GORCZYCA
MICHAEL DANIEL IMMERMAN
TERESA ANN WAGNER
MILES ELLIS YOURMAN
KURT EDWARD BEIMFOHR
JAMES ROBERT GARRISON
JOSHUA DAVID MEIER
Hailee Jean Brigman
Geoffrey Hauck
JOHN GILBERT PRICHARD
LINDSEY MORGAN GARN
JEFFREY VIETH
Kevin Joseph Sierzant
MICHAEL JAY HAMRICK
MEGAN BRILEY JONES
ERIC SPRAKER
ROWENA LACUESTA
DEREK HUFFMAN
RICHARD SPRAKER

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