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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

M13 HOLDINGS COMPANY, LLC
M13 VENTURES MANAGEMENT, LLC
ARES CAPITAL MANAGEMENT LLC
ARES MANAGEMENT LLC
ARES CAPITAL MANAGEMENT II LLC
ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC
FBV-MANAGER, LLC
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES & ASSOCIATES, INC.
SUMMIT FINANCIAL, LLC
ARCADIAN CAPITAL MANAGEMENT, LLC
CORNERSTONE GROUP VENTURES, LLC
CITIGROUP GLOBAL MARKETS INC.
EDWARD JONES
APHELION EQUITY LLC
MEDINA VALUE PARTNERS, LLC
GRATIA CAPITAL, LLC
NWF ADVISORY SERVICES INC
LUMEN STRATEGIC MANAGEMENT, LLC
ADES INVESTMENT COUNSEL, INC.

Investors

MASSIMO MIONI
ALAN MARC SOLTMAN
SANDRA PARRACINO
Richard Jason McWhorter
HASAN RAZA SHIRAZI
MARK NOBLE MAXSON
Jason Martin Silberman
Maher Tayara
Anh Hong Nguyen
CRYSTAL LYNN LAMAR
SARAH ROSE WOODWARD
ANDREA ROSSATO
MASA SEKULIC
MARIA DE DE LA CADENA
DOUGLAS A SCOTTI
ROBERT BARON
CHRIS M IWAMASA
CARLA RENFIELD-MILLER
JOHN TIJERINO
HUBERT NHAN
JESSICA GONZALEZ Crisci
Ana Rosa Jacquez Rodarte
FREDERICK JOSEPH JOHNSTON
Sefora Angeles
EDA SEOGIN HONG
BRADFORD WAYNE POLLARD
Ray Anthony Joseph
DENISE YI
MATTHEW SULLIVAN
ANN LH TUNG
SEBASTIAN GARCIA CORNEJO
PARSA TALEHAKIMI
Fabian Sierra
KUSH BALDEVRAJ MALHOTRA
ALBINA Catherine HINRICHSEN
SARAH-PENELOPE GRANT
QUINN ALLISON BOORTZ
Chris Yeung
Nicholas Benedetto
Richard Cheng
MIA SABINA TERZIC
Deborah Diamond Der-Hammett
Naomi F Price
William Runkle
MOHAMED ABDUR RAHMAN AKRAM
GLEB REYNLIB
HEATHER LOUISE SCULLY
JOSEPH STARKEY HAGLER
WILLOW DRAZEN
DANIELA ALJAWAD
JANE AN
ROBERT IRA ADES

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