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Best financial advisors in SSF, CA

Registered advisers within 25 miles of SSF, CA.

Offices
2,467
Firms
1,696
Combined AUM
$32.4T
Firm-wide filings, not assets booked only here
Clients
3.53M
3,528,402 clients when Item 5C has a number
Avg / client
$9.19M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES & ASSOCIATES, INC.
MORGAN STANLEY
CITIZENS SECURITIES, INC.
CRESSET ASSET MANAGEMENT, LLC
LEUCADIA ASSET MANAGEMENT LLC
JEFFERIES INVESTMENT ADVISERS LLC
FREESTONE CAPITAL MANAGEMENT, LLC
INVESCO ADVISERS, INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
FREEDOM FINANCIAL ASSET MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EQUITABLE ADVISORS, LLC
MERL INVESTMENTS LLC
NWK GROUP

Investors

Jeffrey Michael Frankos
MELINDA ANN FISHEL
DOUGLAS SMITH BOSZHARDT
LAURIANN DELAY
JOHN PAUL CLIFFORD
SAMANTHA SHENGMAN HSU
CLINTON GRANT GRAVES
JULIE MARIE EVANS
ERIN SHALIA MARIA MOURATOFF
ANTHONY CHARLES HAN
Jacob Harry Rose
JENNIFER BOTTALICO
Kenneth J. Vercellino
DOUGLAS ALFRED BERL
RONALD PAUL ANTIPA
JON THORNTON DAYTON
Ruben Gonzalez
GORDON NATHAN CLAKLEY
Christopher A. Antipa
RENEE MARGARET SESSA
Dennis M Tadeo
SARAH RUTH PALTIEL
ANITA MARIE BOSCH
Michael O Solis
KEITH ROBERT GENTRY
THOMAS BENJAMIN METZGER
Laura Liu Yick
Jordan Gary Staveley
Claire McDonald
LeAnn Shea
KIRILL VASILYEV
CECILIA MONTOYA
BESS A MCKAY
KELLY ANN TUCKER
CURTIS ALLAN PETERSON
ARNOLD DORADO SULIGUIN
JOSEPH MATTHEW MARINCIK
NATALIE BUNIATYAN
Gregory Kaplan
Joseph Henry Niehaus
HEATHER LEIGH PELANT
Erik Ralston
RILEY BARR
MICHAEL LEE ALLARD
SAMUEL PUN
Madeleine Del Santo
SARAH SIMON
MICHAEL DAVID PEARCE
RAFAEL LAMAR SCROGGINS
Aleksandra Carrillo
HERALD WILLIAM PODGER
ANDREW JASON WACHNER
Alexandra M Callagher
Iuliia Malysheva
Rene Padilla Casis
SAMUEL STUART GRENNING
NUNO GOMES FERNANDES
TATIANNA MICHELE LONG
Jian Liu
YARON SHAMASH
GEORGE J CHAMMAS
ALLAN YUAN DONG
BRANDON MICHIYUKI NAKAMURA
DYLAN JAMES HOLBORN-WELSH
Austin Michael Todd
Travis Engler
Leo Proceso Jacobo
NATHAN SANFORD COBERT
PETER DORN DOBRUS
DANIEL LEO BECK
Alexander Dalton Wright
MARKUS A DE JESUS
Cicely E Jones
Julian William-John Beal
Kristopher Ho
RICARDO MEDRANO NARVAEZ
MICHAEL JAMES
Sean Francis Prior
WILLEM KRUSE
MATTHEW WANG
LUCAS SAM
Giuseppe Benedetti
Logan James Sutter
Thomas Barber
KURTIS AARON LOUIE
Christopher Hana Lee
Richard M. Patrick
Lisa Nelaphan Petz
Nicolas Adrian Perez
Stephan Garate
Bernhard Tyler Christianson
Jackson Roberts
Ana Maria De Loizaga
Ryan Christian Okamoto
Marc Lee Mcintosh
Bradley Frank
Michael Kenzo Damir
Samuel Chavez
Aidan Case
Coleman James Clemons
Hayden Walker Wellbeloved
ANNE C BRIGGS
BRENDAN PATRICK MCGRATH
ORION RICHARDSON
CAITLYN REED
Christopher Conklin-Moore
SIDNEY ALAN SALL
Rex Moar
Gianni Farese
Owen Egermayer
Matthew William Birchenough
Joshua Becker
Cristian Antonio Ureno
Damon Elias Haggans
Jake Alexander McLaughlin-Voien
Tristan L Kao
Kevin Suarez
Reece Walter Shaul
Anh Dien Vong
SAMM RODNEY HANNULA
Distefano Palma
Michelle Yuxin Chen
Joshua Jamieson
Ruhi Mistry
MARTE ROBERT WERNER
BRIAN DREW ACARD
NADIM JOSEPH NAHAS

Within 25 miles of SSF, CA, Best Investors lists 1,696 registered investment advisory firms with 2,467 offices nearby, managing about $32.4T in combined regulatory AUM across 3,528,402 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 SSF

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

1 BLACKROCK FUND ADVISORS 1 clients · 9 advisers $4.28T AUM 2 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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