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Best financial advisors in San Juan Capo, CA

Registered advisers within 25 miles of San Juan Capo, CA.

Offices
1,256
Firms
560
Combined AUM
$21.2T
Firm-wide filings, not assets booked only here
Clients
3.18M
3,182,339 clients when Item 5C has a number
Avg / client
$6.68M
Combined AUM ÷ clients

Nearby offices

Firms

NAUTILUS ADVISORS LLC
EAGLE STRATEGIES LLC
REALTA INVESTMENT ADVISORS, INC
MML INVESTORS SERVICES, LLC
TUCKER ASSET MANAGEMENT LLC
MAROSEK, YUKA
EDWARD JONES
EVERGREEN CAPITAL HOLDINGS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THRIVENT INVESTMENT MANAGEMENT INC.
MILLER FINANCIAL SERVICES, INC.
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
HIGHTOWER ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
INDEPENDENT FINANCIAL GROUP, LLC

Investors

DANIEL STOIAN CALLAN
KARA JOYCE MARQUEZ
SCOTT ANDREW ZIEGELMEIER
Zachary Waldon
Stone Gregory Sinek
SCOTT GREGORY SINEK
ROBERT LLOYD MACNIDER
PAUL YOON
Surong Lin
Steven K Buck
Bradley Johnson
Niloufar Fatehi
WILLIAM DENNIS WEDDE
EASTON DANIEL MILLER
DENNIS LEROY MOLLISON
FARHAD SEDIQI
JANET Mendez
CARMELLO ANTONIO BUSCEMI
ROBERT LAWRENCE SCHEIN
Madison Jean Evans
WILLIAM FREDERICK BLANKE
ALI BAVARIAN
Reed Patrick Romo
MATTHEW MICHAEL DEWEESE
DEAN ARTHUR ROMO
JESSE CHARLES COX

Within 25 miles of San Juan Capo, CA, Best Investors lists 560 registered investment advisory firms with 1,256 offices nearby, managing about $21.2T in combined regulatory AUM across 3,182,339 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 Juan Capo

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