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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

WELLS FARGO CLEARING SERVICES, LLC
CHETAN LLC
LINCOLN INVESTMENT
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
TOTAL WEALTH SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ALTERI WEALTH
COOPER MCMANUS
CETERA INVESTMENT ADVISERS LLC
RKS MANAGEMENT, INC.
MERCER GLOBAL ADVISORS INC.
MML INVESTORS SERVICES, LLC
EDWARD JONES
MANCHESTER FINANCIAL INC

Investors

SAMUEL RAMLI
JASON JAMES PEREZ
Scott Jory
James Robert Horney
OWEN WILLIAM GALIPEAU
BAHRAM KHAFAJIZADEH
BRANDON M BERMAN
Keith Gray
Nicholas Giannakopoulos
Joseph Jordan Migdol
JACOB MAURICE FERRY
Ivan Tokarev
Jon Raymond Dahlstrum
DAVID TREJO
JACOB JACK DAHLSTRUM
MICHELLE R GRUBER
ALEX G MARKOWITZ
Matthew C Mullaly
CHRISTINA LINDSEY ORTA
SHANNON MARGARET BEAHAN
ALISSA ANNE KROEGER
CHRISTOPHER HUNT BOYNTON
GERALD IRA CLEBANOFF
CHRIS CHARLES DUMFORD
BRIAN KAMHUNG LEE
LAWRENCE OTIS MYERS
ARKADY MILGRAM
Kenisha Amar
Seth Christian Catanese
FRANKLIN SCHENECK WHITEHOUSE
LAURA JO Navarro
STEVEN MICHAEL REZZELLE
STEVEN SCOTT
MARIO VALVERDE
JANIKA DOMINGO
MARK WEIDERMAN
ROBERT JAMES KATCH
ALAN SCOTT HOPKINS

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