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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

JLE WEALTH MANAGEMENT, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
EXODUS WEALTH, LLC
PRACTICECFO INVESTMENTS
WESTERN FINANCIAL CORPORATION
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
FLETCHER FINANCIAL, LLC
AURORA WEALTH ADVISORS
GLADSTONE WEALTH PARTNERS
TLG ADVISORS, INC.

Investors

JANE LOUISE EDMONDSON
Eric W Schleppenbach
Yun-Yu Szu
Jeffrey Ross
Christopher Jay Baldoni
BRETT WILSON EVERHART
WADE HAMPTON STEVERSON
GARY DENNIS HOCHMAN
NICK ANTHONY TORRES
BRIAN ERIC SAMUELS
Brandon Wesley Hobson
WESLEY WILLIAM READ
Paul Joseph Lipcius
Philip Gregory Maravilla
JUSTIN DAVID READ
Drew Parson Phillips
Cameron Foster Smith
Steven Mario Levenson
RICHARD STEVEN LEVENSON
EGAN KIYOSHI YAMAMURA
ANDREW AMIR NOROLAHI
JOSE LUIS RAMOS
TYLOR FRANCIS RADTKE
JONATHAN SCOTT STAHLEY
Monica Elaine Bezy
Jayden Eric Fishbein
GARY ALLEN GLOCKZIN
MICHAEL ALAN HAYES
JAMES HOWARD FROMAN
Shaurya Singh Chauhan
Elizabeth McQuade
RICHARD D FLETCHER
LEAH CRYSTAL BURNETT
Timothy Linaugh

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