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Best financial advisors in Santa Ana, CA

Registered advisers within 25 miles of Santa Ana, CA.

Offices
2,057
Firms
699
Combined AUM
$21.5T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,187,437 clients when Item 5C has a number
Avg / client
$6.76M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
VALLEY WEALTH STRATEGIES, LLC
J.P. MORGAN SECURITIES LLC
GUARDIAN FINANCIAL PARTNERS, LLC
COBB PLANNING GROUP
PFS INVESTMENTS INC.
CAPSTONE WEALTH MANAGEMENT, INC
QUALIFIED PLAN ADVISORY, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INSIGHT FINANCIAL ADVISORS
CETERA INVESTMENT ADVISERS LLC
CENTAURUS FINANCIAL, INC.
OSAIC WEALTH, INC.
VEROS CAPITAL MANAGEMENT, INC.
VALMARK ADVISERS, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

ROBERT FRANZ KIRKLAND
RACHEL AMY OWENS
WILLIAM SORNSTEIN
ESTEVAN RUIZ MUNOZ
Steven L Reed
CRISTIAN SANTANA
Norris Benedict Perez
ROBERT DOUGLAS COBB
KEVIN PAUL OLSEN
BRYAN WESLEY WRIGHT
ANNE TAHIM
Justin Neiman
Flavio Hernandez
Rene Michel
DANIEL EDWARD REARICK
Erik Nicholas Brickel
CRISTIAN A LOPEZ
Pedro Ureno
Ignacio Guzman
CRAIG ROBERT FLOERKE
John K Andersen
CASSRA MASHKOURI
Michelle E Garcia
Marc Hsu
Habib Habibi
CURTIS E HUGHES
Kevin Joseph Conway
Jonathan Alberto Izquierdo
WANDA LEE DELGADO
JOHN R CALMES
ANTONIO ALVAREZ
DANIEL JOHN ROBERTS
ARA GORYUN MALAZIAN
STEPHEN ALAN MEADE
DARIUS HUGHES BOZORGI
Ronak Adani
ALEXANDER LEE
JASON ANDREW LYNN
Maria Isabel Carchi
KEITH TOWNSEND
NICHOLAS ADELIZI
CRAIG EDWARD TUTHILL
DAVID BRIAN LOFTUS
MARK HERRING
RYAN PATRICK HAWKINS
JON MATTHEW LEEDOM
PAUL ROBERT HAMMERSMITH
RANDALL ZELKO
JAKE MILES JOHNSON
SEAN LOFTUS
JEFFREY KANEGAE
MARK ANSARA
PAUL ARNOLD BYRD
DAMON DAVIS
LISA MAYER
PATRICK THOMAS ENRIQUEZ
BRYAN KANOA MISAJON
STEVEN TRAN
NANCY JOHNSON
STEVEN ADELIZI
SUSAN ELLENA

Within 25 miles of Santa Ana, CA, Best Investors lists 699 registered investment advisory firms with 2,057 offices nearby, managing about $21.5T in combined regulatory AUM across 3,187,437 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 Santa Ana

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