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Best financial advisors in Santa Paula, CA

Registered advisers within 25 miles of Santa Paula, CA.

Offices
396
Firms
168
Combined AUM
$14.5T
Firm-wide filings, not assets booked only here
Clients
2.67M
2,674,160 clients when Item 5C has a number
Avg / client
$5.42M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
J.P. MORGAN SECURITIES LLC
ROBOHACK MANAGER, LLC
LPL FINANCIAL LLC
PRIVATE MANAGEMENT GROUP INC
BANKERS INVESTMENT COUNSELING
STRATEGIC ADVISERS LLC
THE LYND GROUP ADVISORS, LLC

Investors

Gerardo Melgar
LUCIA CARRILLO PEREZ
Bryant James Huber
Candelario Topete
SHEENA LYN RODRIGUEZ
Olga R Jones
Anna Maria Kotula
David Lawrence LeGrand
Jeffrey Springgate
Dustin Baxley
MARGARET MARAPAO
Nancine Ai Hayden
Ivan F Chen
Eric J. Brandenberg
Christopher Anthony Impellitteri
TIM ROBERT SHIELD
Kyle Garrett Wilson
JASMINE ALICEA
Edward Drew Stile
Jonathan Brent Morton
Devan J Vellios
ANDREW HOBART KILLION
VICTOR EMMANUEL PORTILLO
ANDREW R KREMER
Andrew Christian Allen
MICHAEL JOSEPH MANSFIELD
Owen Christopher Hill
RUBEN SEGOVIA

Within 25 miles of Santa Paula, CA, Best Investors lists 168 registered investment advisory firms with 396 offices nearby, managing about $14.5T in combined regulatory AUM across 2,674,160 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 Paula

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM