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Best financial advisors in San Marcos, CA

Registered advisers within 25 miles of San Marcos, CA.

Offices
1,055
Firms
461
Combined AUM
$17.5T
Firm-wide filings, not assets booked only here
Clients
3.44M
3,441,429 clients when Item 5C has a number
Avg / client
$5.08M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
ANORA WEALTH
EDWARD JONES
ONEAMERICA SECURITIES, INC.
KINGSVIEW WEALTH MANAGEMENT, LLC
IRVING ADVISORY GROUP, LLC
LPL ENTERPRISE, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VERUS CAPITAL PARTNERS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
OSAIC WEALTH, INC.

Investors

JAMES ALAN LINDSAY
Thao Thien Truong
Spencer Matthew Birch
Marwan A Al-Ashi
Leonides Rivera
BRYCE DAVID MCCLOUD
Khoa Dang Hoang
JUSTIN THOMAS IRVING
Henry DeMatteis
Marcus Allen Parker
ERIC TODD MOFFITT
JOSEPH JOHN MACDOUGALL
MICHAEL THOMAS SCHMITZ
Colin Davis Field
Grant Starkey
Trevor Allen
BRUCE ALAN HOFBAUER
Brock Bracamontes
Todd William Stucker
VLADAN TRIFUNOVIC
Brian D Lundberg
DAVID TODD SIMPSON
Aileen Joy Domine Malig
Huy Hoang Le
Joel Esteban Quirino
JASON Kurt DAVIS
ANDREA LYNEE ASHBACHER
Rachel Anne Currington
JASREEN K SIDHU

Within 25 miles of San Marcos, CA, Best Investors lists 461 registered investment advisory firms with 1,055 offices nearby, managing about $17.5T in combined regulatory AUM across 3,441,429 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 Marcos

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM