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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

THE INFORMED MOMENTUM COMPANY LLC
LPL FINANCIAL LLC
LT1 CAPITAL LLC
COPPELL ADVISORY SOLUTIONS LLC
HILLTOP SECURITIES ASSET MANAGEMENT, LLC
KARMEL CAPITAL MANAGEMENT LLC
FOCUS INVESTMENT ADVISORS, INC
FIRST TURN MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
CORNELL CAPITAL GROUP LLC
EDWARD JONES
BRIDGEPORT MANAGEMENT SERVICES C LLC
BRIDGEPORT MANAGEMENT SERVICES, LLC

Investors

TRAVIS TYLER PRENTICE
DEREK JOHN GAERTNER
JOSHUA MATTHEW MOSS
PAUL MARTIN PETERS
JAMES WALLACE KING
JOHN KENDEL LOHRENZ
JAMES HERBERT TOWNE
DAVID EVERETT LAM
AMBER RENEE RESTINE
HENRY JOSEPH FERRY
ANDREW YORISATO WASA
Jacqueline Marie Lam
Bradley S Cooperman
Adrian Fredrick Schulz
ANNETTE LOUISE YOUNG
RONALD D LANDELIUS
Jason French
VANESSA LYNN GRILLO
NOZOMI LAUGHY
Ian Kelly-Thomas
RICHARD ANTHONY CHASE
Rebecca Belloso
ANI VARGHESE THAMBI
Anna Crabs
June Menguita Falales
NICOLAS BRANDON MENDEZ
Dashiell H. Weiner
Phillip J Kaplan
NICHOLAS KARSTEN MYNDERSE
Kin Yi Chow-Santiago
Maryam Kayvani
Shaun Clinton Cornell
Andrew Cornell
Dylan Joseph Trauger

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