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Best financial advisors in Santa Ynez, CA

Registered advisers within 25 miles of Santa Ynez, CA.

Offices
142
Firms
100
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
2.41M
2,409,834 clients when Item 5C has a number
Avg / client
$5.40M
Combined AUM ÷ clients

Nearby offices

Firms

INDEPENDENT FINANCIAL PARTNERS
EDWARD JONES
LPL FINANCIAL LLC
ONEDIGITAL
FINANCIAL TELESIS COMPANY
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
PLATFORM WEALTH ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
FINANCIAL VISION LLC
JOHANNSEN & ASSOCIATES, INC.

Investors

Mark Joseph Kavaloski
Leslie Ann Swartwood
BRADLEY DARREN SICOFF
Bruce Porter
JAVIER TRUJILLO
KELSEY CHRISTOPHER BENGOA
Christen Andrew Nielsen
James Matthew Watts
GARY SCOTT MORROW
Kelly R. Hunziker
JORGE ARMANDO MORALES
JEFFREY WILLIAM LITTLE
Loren James Grabau
Ryan Michael Gibbons
PAUL KEVIN MANNION
Donovan Roberson
KORY DENNIS ROBERTSON
Steven A Rosso
Adriana Trujillo
Christian Orth
Robert A Craig
Jacob Krantz
RYAN DANIEL WOLFSHORNDL
JOSHUA SEQUOIA YAGER
DAVID ATWATER JOHANNSEN

Within 25 miles of Santa Ynez, CA, Best Investors lists 100 registered investment advisory firms with 142 offices nearby, managing about $13.0T in combined regulatory AUM across 2,409,834 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 Ynez

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