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Best financial advisors in Somis, CA

Registered advisers within 25 miles of Somis, CA.

Offices
527
Firms
217
Combined AUM
$15.0T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,678,774 clients when Item 5C has a number
Avg / client
$5.59M
Combined AUM ÷ clients

Nearby offices

Firms

MUTUAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
TCFG INVESTMENT ADVISORS, LLC
LPL ENTERPRISE, LLC
EDWARD JONES
PLANMEMBER SECURITIES CORPORATION
SUMMIT WEALTH MANAGEMENT GROUP, INC.
WELLS FARGO CLEARING SERVICES, LLC
MESA WEALTH MANAGEMENT
PRIVATE MANAGEMENT GROUP INC
BERNZOTT CAPITAL ADVISORS
KINGSGROVE MANAGEMENT, LLC

Investors

RICHARD BENJAMIN LEVIN
LUCIA CARRILLO PEREZ
BRENT DAVID JOHNSON
JEFFREY DAVID WRIGHT
Gerardo Melgar
DAVID BRADLEY HOOKS
Jeffrey Matthew Sardo
SHRUTI SHERRIE KOHLI
Alysia Ann Lindberg
Travis Michael Thomas
Amna Altaf
JOHN THOMAS BOWERS
Thomas Joseph Cronley
TERRY DUHAMEL
JORGELINA ROISENZVIT
David Biggs
NEIL JAMES WESTERMAN
GERALD JOSEPH ZINS
KAREN LESLIE JONES
CHRISTINA Faye ZINS
YUNG YI
Sandy Rita Mesa
Sean Quinn Leonard
Edward Drew Stile
MARK ALEXANDER SCOTT
Curtis Joel DeBoni
JOSEPH BENEDICT MCCARTHY

Within 25 miles of Somis, CA, Best Investors lists 217 registered investment advisory firms with 527 offices nearby, managing about $15.0T in combined regulatory AUM across 2,678,774 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 Somis

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM