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Best financial advisors in South, CA

Registered advisers within 25 miles of South, CA.

Offices
2,820
Firms
1,185
Combined AUM
$27.7T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,511,450 clients when Item 5C has a number
Avg / client
$7.88M
Combined AUM ÷ clients

Nearby offices

Firms

TRANSAMERICA FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.
INTEGRATED WEALTH CONCEPTS LLC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
PLANMEMBER SECURITIES CORPORATION
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
RBC CAPITAL MARKETS, LLC
CHARLES SCHWAB & CO., INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CALMWATER CAPITAL
WELLS FARGO CLEARING SERVICES, LLC
BRAZEN CAPITAL, LLC
WEDGEWOOD ASSET MANAGEMENT, LLC
GRANITE INVESTMENT PARTNERS, LLC
PALISADES INVESTMENT PARTNERS, LLC

Investors

WANEE C JEERAPAET
Dierra Lynne Morrow Bean
HIROKO OKUNAGA
KAZUE FUKUDA
KYOKO KAY NARINO
SHINJI TAKESHITA
MICHAEL T GODDARD
Noriko Hamaoka Ikeda
John Kei Minezaki
STEPHEN ANDREW LALLI
LAWRENCE ROCHA
Matthew Joseph Nahman
DIEGO ADRIAN CONEJO
Michael Keith Paul
NICHOLE L DORCH-CANNON
KATHY BRASHER GARDNER
Yehudah Judah
Clarissia Novell Skinner
Akira Ogasawara
Orlino David
Stephanie E Acker
Hector Hernandez
FREDERICK DOUGLAS WILLIAMS
Djeneba Ouattara
JOHN WILLIAM WELDON
Javier Rojo
PAUL A. FEA
Alyssa M Titus
CAROL ANN WILSHIRE
ROYA SALEHIRAD
Rachel Camilla Thurman
JONATHAN ALLAN RESIN
LUIS ALFONSO GUTIERREZ
MARIA LUISA CHAVEZ
DANIEL OSORIO
Brent Blitstein
Dylan Sean Dennis
CHAD TYLER DENNEY
MARK C GREGORY
Gilberto Alvarez
Andrew Ronald Martinez
Kayla Brianne Schmit
William Otis Woodruff
ALFONSO GARCIA
GEOFFREY IRA EDELSTEIN
CRAIG ODELL BAILEY
QUINN ROSS STILLS

Within 25 miles of South, CA, Best Investors lists 1,185 registered investment advisory firms with 2,820 offices nearby, managing about $27.7T in combined regulatory AUM across 3,511,450 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 South

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

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM