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Best financial advisors in Seal Beach, CA

Registered advisers within 25 miles of Seal Beach, CA.

Offices
2,467
Firms
881
Combined AUM
$26.5T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,194,097 clients when Item 5C has a number
Avg / client
$8.31M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
CHARLES SCHWAB & CO., INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
UBS FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
AMIP MANAGEMENT
MY PORTFOLIO GUIDE, LLC
FINEBERG FINANCIAL MANAGEMENT LLC
JST INVESTMENT CONSULTING
KENNETH DEAN & CO FINANCIAL ADVISORY SERVICES
WELLS FARGO CLEARING SERVICES, LLC
SIEBERT ADVISORNXT, LLC.
EDELMAN FINANCIAL ENGINES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC

Investors

Ulysses Copag Enario
MARK KROGULSKI
SHELLEY L CHIDLEY
Richard St John Medina
Hisela Chinchay
Stephen K Moore
Nolan Philip Dunn
STEVE MICHAEL NIGOGHOSSIAN
Hanna M Weintraub
Vanessa Anmarie Solis
Gregory D White
Brianna Mackie
DUSTIN COBEY HOFLAND
MYRIAM MAURICE PADILLA
GINO R STUMPO
NATALIE BARRON
BRIAN JAMES LINEBERGER
austin glenn orkin
Jake Patrick Orr
LISA ANN CHAPMAN
SHANNON LEE APPLEBY
ANUSHA SRIRAM
Alexa Holm
John Henry
GERALD MONTEGANI JR.
JAMES NEILL CANTRELL
CECILIA MONSERRAT CORRAL
JOHN WILLIAM ORR
KEVIN THOMAS PHILLIP
LINDSAY KATHLEEN MAIS
LILY ALEXANDRIA XUAN GONG
William Michael Genovese
Matthew Anthony Montegani
PHILIP ALAN CARPENTER
TERESA M UZETA
Brandon Jared Lopez
Gerardo Herrera Macias
KRISTEN MARIE WILSON
MARVIN DERMOT WAIDER
RICHARD ALAN SKELTON
Jason Lee Clardy
VLADIMIR MATTHEW PIXA
MARAH FINEBERG-KUCK
JEFFREY SCOTT TILSON
KENNETH DEAN HINKLE
OLIVER A CERVANTES
ANITA MARIE DOUGHERTY
ANNIE JOHNSON
WILLIAM CAMERON BLUM
TINA HARMIER
RICHARD WILLIAM JACKSON
SHARI CHRISTINE KNOX
JEREMY ALAN BLUM
BRIAN PATRICK ROSSNEY
ARNOLD G. GARCIA
JONATHAN FUJIWARA KIMMES
STEPHEN JOHN BLANCHARD
MICHAEL BRIAN DYE
JOSE ALBERTO MORENO
JAMES DAVID SWANSON
JOHNNA IANTORNO
TRAVIS JON BARR
MARIO ANTONIO PICARELLI
MATTHEW ROBERT GORHAM
MARCO ANTONIO CISNEROS
BEHDOD ALI VAGHEFI
CINDY DIEP TANG
ROSARIO CABO CHAN CABRERA
MEGAN MARIE RODRIGUEZ
ANDREW ARTHUR JACKSON
ESTEFANIA RUIZ
AUSTIN KENNEDY
PAUL BENARD FINBY
BRIAN BEGGS
DENNIS ALEX KOTOFF
JULIE THUY-LAN NGO
BENJAMIN ALAN GOLDBERG
BRIAN LEE RICHMOND
GEOFFREY SCOTT KING
DONAVAN PAUL MAYES
KEVIN MICHAEL VANHAASTER
DAKOTA LEE MURPHY
KARINA MARISOL CARPIO
SANDY B HERNANDEZ
Kelsey Chicots
HAILEY SWANSON
RHONDA JEAN FINBY
FRANK PICARELLI
ROBERT PAUL LIPHARDT
KENNETH NELS MICHELSEN
Zubeen Tukina
BRUCE ARTHUR GALBRAITH
DANIELA KARINA ERMAN
HOWARD DALE ERMAN
DENISE BARE
MICHAEL EDWIN MCCULLOUGH
CEDRIC BRONILLA
JAMES S MORNER
Rita Jennifer Moreno
Attila T Vari
ROBERT GERALD HENDREN
Craig Charles McKnight
MARC PORTOR DAVIS
BRENT WICK
John William Coon
ISABEL SIGNE IRVINE
Martha A Cannady
BRIDGETTE A NICHOLSON
Scott DAVIS Paul
AARON M VOLEN
Nicholas Ryan Cervi
Rick Lam
Jonathan Wright
SUZANNE KATHRYN CASTRUITA
Jaden James Gallardo
BARRY LYNN STREETER
MARK GREGORY ELLIOTT
CYNTHIA PRESCILLA MORENO
ANDREW JAY BAILEY
DOUGLAS ALAN BAILEY
DENNIS JOSEPH FITZGERALD

Within 25 miles of Seal Beach, CA, Best Investors lists 881 registered investment advisory firms with 2,467 offices nearby, managing about $26.5T in combined regulatory AUM across 3,194,097 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 Seal Beach

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM