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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

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
SKYSPHERE LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
DISRUPTIVESECULARGROWTH CORPORATION
ENL CAPITAL MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ONEAMERICA SECURITIES, INC.
THE GOLDEN BIRD CAPITAL MANAGEMENT LLC
SEQUOALPHA MANAGEMENT LLC
Y COMBINATOR
EDWARD JONES
FARM AND COMMUNITY ADVISORY
KINGSVIEW WEALTH MANAGEMENT, LLC

Investors

KEN ZHANG
Thuy T Hoang
Hong Phuc Duong
Lwin Mar Kaung Myint
KEVIN HUYNH
Hoa Minh Kha
Tien Binh An Vo
Kim Lee
SHWETA AGARWAL
SANJAYA LUTHRA
SERKAN UYGUR
ALEX QUAN
MICHAEL ALLEN TOY
EATAN VIJAN
SCOTT ROBERT HAMAGUCHI
Sri Lakshman Palasamudram
Yunhe Chao
KENNETH A PRODGER
JOHN JAMES DOMINGE
SCOTT CHRISTOPHER GILL
JACK SHAW
David McCaman
Robert Baldacci
ALISON CATHERINE MCCLURE
Lisa Tara Constant
Michael Holmlund
Alan Richard Gale
Joshua Richard Williams
JONATHAN SETH LUBELL

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