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Best financial advisors in Saugus, CA

Registered advisers within 25 miles of Saugus, CA.

Offices
656
Firms
257
Combined AUM
$13.7T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,075,043 clients when Item 5C has a number
Avg / client
$4.45M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
MARINER WEALTH
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
TCFG INVESTMENT ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
SULCATA VENTURES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SUSTAINED WEALTH MANAGEMENT
MAXWELL FINANCIAL GROUP, INC
CTA WEALTH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

HAROUT JOHN KHATCHOYAN
LUSINE BUDAGYAN
TAYLOR JEFFREY MOORE
RICHARD V BERTAIN
PATRICIA DAVILA PRECIADO
Jonathon Hollins
Jeffrey Allan Neumeister
Michell Navarro
Landis Richardson
RYAN AUSTIN SPIVAK
Michael O Payne
WILLIAM GEORGE KNAPP
Benjamin Daniel Howard
Brandon James Hines
Joshua B Freedman
Charles Matthew Gilb
David Connor
ROBERTO ENRIQUE PROANO
Michael Jay Moody
Dewi Tan
Kevin Majidian
Gina Annette Lapiner
SHARONE ROTKOPF
KELLEN BART DOOP
TREVOR MICHAEL COLE
CAMERON MITCHELL THORNTON

Within 25 miles of Saugus, CA, Best Investors lists 257 registered investment advisory firms with 656 offices nearby, managing about $13.7T in combined regulatory AUM across 3,075,043 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 Saugus

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM