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Best financial advisors in Soquel, CA

Registered advisers within 25 miles of Soquel, CA.

Offices
602
Firms
240
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,087,739 clients when Item 5C has a number
Avg / client
$4.82M
Combined AUM ÷ clients

Nearby offices

Firms

NEWHOUSE INTEGRATED FINANCIAL ADVISORS LLC
OSAIC WEALTH, INC.
CHARLES SCHWAB & CO., INC.
CENTAURUS FINANCIAL, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
VALIC FINANCIAL ADVISORS, INC.
DISCIPLINED GROWTH CAPITAL, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
EAGLE STRATEGIES LLC

Investors

Todd Scalisi
Robert Gaukel
JACOB TRENT YOUNG
Mark Alan Gerber
LAUREN ANN STITELER
DANIEL EDUARDO HERNANDEZ
Eli C Pao
EDUARDO VALERO
Amanda Cradeur
Michael Zachary Taylor
SCOTT ANTHONY BLOOM
Michael Holmlund
CHRISTINE RENEE MCBROOM
Lisa Tara Constant
Ryan Davison Bennett
Salvador Cervantes Esquivel
MANUEL ALFONSO BACA
HORACI VILLAR
Zachary Charles Brown
Casey Flom
Kurt W Grundner
Carmen Irving
Alan Richard Gale
JULIE KAY TAURIAINEN
Forrest Paul Macierez
Ryan K Yasukawa
DANIEL VINCENT COOK
GEOFFREY MICHAEL AKERS
Sebastian D Henshaw
KEVIN LLOYD MIZE
Ryan Janusz Ozog
EDWARD MICHAEL RODDEN
MARY ELIZABETH BELLIZZI
JASON EUGENE BRALEY
SABIN BERG ALIBRANDI
Melissa Sterling
Jeremy Todd Geels
MICHAEL JEROME FLYNN

Within 25 miles of Soquel, CA, Best Investors lists 240 registered investment advisory firms with 602 offices nearby, managing about $14.9T in combined regulatory AUM across 3,087,739 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 Soquel

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM