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Best financial advisors in Solvang, CA

Registered advisers within 25 miles of Solvang, CA.

Offices
44
Firms
26
Combined AUM
$6.36T
Firm-wide filings, not assets booked only here
Clients
797K
797,099 clients when Item 5C has a number
Avg / client
$7.98M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
ONEDIGITAL
LPL FINANCIAL LLC
FINANCIAL TELESIS COMPANY
INDEPENDENT FINANCIAL PARTNERS
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
CENTRAL COAST TAX & FINANCIAL SERVICES
J.P. MORGAN SECURITIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

James Matthew Watts
Kelly R. Hunziker
GARY SCOTT MORROW
JORGE ARMANDO MORALES
JAVIER TRUJILLO
JEFFREY WILLIAM LITTLE
KELSEY CHRISTOPHER BENGOA
Christen Andrew Nielsen
Leslie Ann Swartwood
BRADLEY DARREN SICOFF
Bruce Porter
Mark Joseph Kavaloski
Loren James Grabau
Joshua Zebley
GARRETT LOREN SABIN
Yasser Itani
WARREN VICTOR EINOLANDER
JOHN EDWARD PUSCHECK
David R Harridge
Thomas Woodard
JEFF RICHARD KOESTER
JULIA GRACE TIPOLT

Within 25 miles of Solvang, CA, Best Investors lists 26 registered investment advisory firms with 44 offices nearby, managing about $6.36T in combined regulatory AUM across 797,099 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 Solvang

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM