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Best financial advisors in Solana Beach, CA

Registered advisers within 25 miles of Solana Beach, CA.

Offices
1,347
Firms
560
Combined AUM
$18.8T
Firm-wide filings, not assets booked only here
Clients
91.9M
91,852,297 clients when Item 5C has a number
Avg / client
$204.3K
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
CITIGROUP GLOBAL MARKETS INC.
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
D. M. BRENNER, INC.
BLANKINSHIP & FOSTER, LLC
COMMONWEALTH FINANCIAL NETWORK
PROSPERA FINANCIAL SERVICES, INC.
EQUITABLE ADVISORS, LLC
RBC SECURITIES, INC
FLIGHTPATH FINANCIAL PLANNING
SAVVY
THRIVENT INVESTMENT MANAGEMENT INC.
DLK INVESTMENT MANAGEMENT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SYMPHONIC CAPITAL
GLOBAL IMC LLC
CLEAR CREEK INVESTMENTS, LLC

Investors

Kha Hoang
Christopher Michael Cassi
TIMOTHY TREVOR KENSKA
SCOTT BRADLEY MOSER
THOMAS L SCOTT
MARJAN AHMADI
Jack Walker Fox
RADIA CATERINA HUNTER
DENNIS JAMES KREINER
Heidi Fifield
Kenza Ravi McKerrihan
Jacqueline Salazar Buenrostro
JEFFREY MICHAEL HOUGHTBY
DAVID MORGAN BRENNER
Sean Burns
FREDERICK VINUP BROOKS
TERESA ANN KAKADELAS
STEFAN PRVANOV
JON PAUL BEYRER
BRETT ALEXANDER LATHRUP
Meaghan K. Hemmings
Laura Lee Mertz
MENGXI MONICA MA
MARIA ELLEN WELLS
Zachary Ziegler
MICHAEL TIMOTHY MAMMINI
CHRISTOPHER M LANDWAIR
Mitchell Lino Mammini
Zachary Brown
RYAN R HYSLOP
SHAHRYAR KASHANCHI
Albert Yanez
BLAKE AUSTIN SOTO
Michael Thomas Farrow
Brian Russell Jellig
MATTHEW C MOLSTRE
CHRISTOPHER ROBERT FENIMORE
BRADLEY HAWES
Anna Lucas
Jack Andrew Saviage
Marcus James Shaw
Michael Joseph Buttery
Braden Hutten
JONATHAN EDWARD DOERING
DAVID THOMAS SAVIAGE
ANTHONY CAMARA
Thomas C Wills
Aidan Dressler
Carly Marie Hall
Calvin Bruce Chambers
SEAN MICHAEL O'CONNOR
THOMAS SCOTT BRENNER
BRIAN STEWART JOHNSON
MARK ANTHONY HALBY
DONALD OGDEN DEMPSTER
THEODORE JONAH KAY
Donald Stanfield McKinney

Within 25 miles of Solana Beach, CA, Best Investors lists 560 registered investment advisory firms with 1,347 offices nearby, managing about $18.8T in combined regulatory AUM across 91,852,297 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 Solana Beach

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM