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Best financial advisors in San Ysidro, CA

Registered advisers within 25 miles of San Ysidro, CA.

Offices
666
Firms
286
Combined AUM
$15.6T
Firm-wide filings, not assets booked only here
Clients
91.2M
91,178,731 clients when Item 5C has a number
Avg / client
$170.7K
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
ANDREWS CAPITAL MANAGEMENT INC
COMMONWEALTH FINANCIAL NETWORK
J.P. MORGAN SECURITIES LLC
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
JOIN BEYOND, LLC
TOP MARK CAPITAL MANAGEMENT
HORACE MANN INVESTORS, INC.
FLEMING & ASSOCIATES, LLC
SANTARA WEALTH MANAGEMENT LLC
MONEX ASSET MANAGEMENT, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

GEORGE DUNTON MULLEN
MARK WARREN ANDREWS
NATHANIEL IHM
JOE REX WOODS
JULIA DOYLE
WILLIAM ROLFE SHINEN
SHEILA MARIE BRAUN
KELLY ANN BRAUN
Shannon Clancy
JANE MARIE BRAUN
SERGIO GODINEZ
Travis Harrington
JOSHUA D PERRI
KEVIN J HANSEN
Adawna Ruthart
Hayley Noel Beard
Sean Casey Connors
Lee Joseph Fox
Hector Alberto Penalosa
Claudia Mata
BRANDON Reid MATHER
HAMID YAZARLOU
JAMIE LEA FLEMING
JOSHUA J KHOKHAR
Alan Derek Grismore
FRANCISCO MALFAVON
David Shui Lung Tam
CRISTINA EDDY
Amanda Smith

Within 25 miles of San Ysidro, CA, Best Investors lists 286 registered investment advisory firms with 666 offices nearby, managing about $15.6T in combined regulatory AUM across 91,178,731 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 Ysidro

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 CAPTRUST 963 advisers $1.24T 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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM