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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

FOCUS PARTNERS WEALTH, LLC
J.P. MORGAN SECURITIES LLC
SUSTAINED WEALTH MANAGEMENT
MAXWELL FINANCIAL GROUP, INC
CITIGROUP GLOBAL MARKETS INC.
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
SULCATA VENTURES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDUCATED SOLUTIONS
TCFG INVESTMENT ADVISORS, LLC
EDWARD JONES
GLOBAL INVESTMENT CAPITAL LLC
RATIO CAPITAL
ARCHER INVESTMENT CORPORATION

Investors

Tanner Joseph WATSON
BRADLEY ANDREW LEVIN
Michael A Massarano
NAGHMEH MELODY MOSSAYI
SHANA MOHSEN
Xiaoou Katie Wang
KELLEN BART DOOP
RON HERTZBERG
Mona Arabshahi
Johnny Ruh Haren
Shilpa Bishwakarma
SHARONE ROTKOPF
Gina Annette Lapiner
Dewi Tan
BOBBI BARBERA
RYAN L MORELLI
WILLIAM GEORGE KNAPP
Benjamin Daniel Howard
Brandon James Hines
Joshua B Freedman
Avneet Kaur
Michael Jay Moody
Brandi Tiara Johnson
Ensieh Kharghanian
JOSE ALVARO TEJADA
WENDY ELLEN FLEISCHMANN
Gabriel David Cena

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