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Best financial advisors in San Diego, CA

Registered advisers within 25 miles of San Diego, CA.

Offices
1,434
Firms
648
Combined AUM
$23.0T
Firm-wide filings, not assets booked only here
Clients
91.7M
91,730,312 clients when Item 5C has a number
Avg / client
$251.2K
Combined AUM ÷ clients

Nearby offices

Firms

COMPASS FINANCIAL MANAGEMENT LLC
STACK ASSET MANAGEMENT
LPL ENTERPRISE, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
CORLETT FINANCIAL, INC.
CITIGROUP GLOBAL MARKETS INC.
OSBORNE CAPITAL MANAGEMENT
NECTARINE
THRIVE PORTFOLIOS
SIMPLYRIA ADVISOR NETWORK

Investors

JACOB JOHNSON
ROBERT LOUIS STACK
MICHAEL WAYNE GRIFFIN
VALERIE SAUCEDO
Mark C. Marcelo
PEDRO ANTONIO TAMAYO
Andres Edward Cervantes
JOSEPH CHARLES EBEN
Julian D Odish
NATALIE WEAVER STENEHJEM
JOHN WILLIAM NOEL
JUNE-DAVID CAALAMAN
BRITT ARTHUR STEPHENS
MILES LOGAN FLEMING
PETER B FINK
Giovanni Vincent Monaco
KENNETH A CORLETT
ROBIN CHRISTOPHER BALLARD
NICHOLAS STEPHEN BIALECKI
Darek Williams
GARDNER CLARK OSBORNE
Jesus Velasquez Romero
Heather Nicole Comella
Lillian Hope Irion
Adam Nicholas Coleman
LINDA NMN GRIZELY
ARIK KERMIT PETERSON
Carla Taylor Adams
MADISON NESTOR SHARICK
KATHLEEN BRITTANY BOYD
Nicholas Gregory Kyburz
DAVID SCOTT BARTA
MATTHEW THOMAS GRAY
DANIEL PATRICK KENEALY
CRISTINA PEREZ
DARCI COLLEEN ZAUNMILLER
BRADLEY GILBERT
RICHARD CHRISTOPHER GREEN

Within 25 miles of San Diego, CA, Best Investors lists 648 registered investment advisory firms with 1,434 offices nearby, managing about $23.0T in combined regulatory AUM across 91,730,312 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 Diego

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T 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 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM