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Best financial advisors in Summerland, CA

Registered advisers within 25 miles of Summerland, CA.

Offices
216
Firms
130
Combined AUM
$13.8T
Firm-wide filings, not assets booked only here
Clients
2.51M
2,509,097 clients when Item 5C has a number
Avg / client
$5.52M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
SELECT INVESTMENT SERVICES
DURAN CAPITAL MANAGEMENT, LLC
ADVISORY SERVICES NETWORK
STIFEL, NICOLAUS & COMPANY, INCORPORATED
SANTA BARBARA VENTURE PARTNERS GP II LLC
EDWARD JONES
PLANMEMBER ASSET MANAGEMENT CORPORATION
PLANMEMBER SECURITIES CORPORATION
CENTAURUS FINANCIAL, INC.
INDEPENDENT FINANCIAL GROUP, LLC
WANG FINANCIAL, LLC
DUNVEGAN ASSOCIATES INC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
EV MANAGEMENT COMPANY
LEVELIZED CAPITAL MANAGEMENT LLC
BLUE MARBLE INVESTMENTS
DOUBLE SPRINGS CAPITAL LLC
SUMMA CAPITAL MANAGEMENT LLC
DANIEL INVESTMENT ASSOCIATES, LLC

Investors

Ashley Fernandez
MICHAEL ANTHONY VIDAL
JACQUELINE DURAN
SCOTT EVANS TETER
LARRY PAUL HARTECK
JOHN MARINUS VAN DONGE
SYDNEY WALKER
MARK AARON STRONG
MARIE AARDEMA RUTHERFORD
STEPHEN CHARLES KALLY
DENNIS WILLIAM BONECK
Gil'bere Coutouzis
Christopher James Luxford
Michael C Day
Peter Michael Blackford
KEVIN TAYLOR TWOHY
Rachael Lynn Schaffer
ERIKA NICHOL BORMAN
MARTHA ANN BROWN
SEAN PATRICK HALEY
JAMES CHRISTIAN GATES
Christopher John Winspear
Arman Sepehr Vafi
MARILYN JOAN GERMANN
NICKOLAS R HANKERSON
JOHN MICHAEL BERKHOFF
Timothy David Camarillo
Juan Gustavo Garza
SUSAN KAY MACK
MAHALA ANN MURPHY-MARTIN
AARON DENON BESSONETTE
DAVID KWON
STEVE UTAMA SARWONO
KYLE A. SMITH
Benjamin Valentin Parker
Mihai I. Petrascu
Michael David George
Brian Holland
JANINE M NORTHWAY
Michael T. Britton
Kollin J. Pletcher
Gina Claire Evins
Brooks Allen
Ashley D Gibson
Joshua Joseph Mayr
Isaac Flores Guzman
John Samuel DuMond
Kenneth John Donnelly
PETER ANTHONY KEJMAR
TIMOTHY STEPHEN WINTERBOTTOM
Gregory Joseph Garbeff
Timothy Keith Kadlec
NILA MARIE MOORE
PETER BRETT SHARPE
MAGGIE YUNG SIAUW
Christopher Riley Avey
PATRICK WARD LYNN
Mark Hansen
Reed Spencer Montgomery
Nathaniel Moore
Edward Frederick Wettig
ROBERT MELVIN LITTLE
JULIE H BARRON
Steven John DeGrazier
FRIDA VALIJAN
RYAN J MCNERNEY
Aaron L. Cruz
MILES KILSTOFTE
ALAN J. SCOTT
MATTHEW NEAL SINCLAIR
Lynze Douvros
Matthew Philip Leighton
KYLE THOMAS BOECKMANN
Michael Austin Jacoby
Devan Carlin
MARTIN MITSUO ARINAGA
DONALD ALLEN BENNETT
Steven Thomas Duplain
JOSEPH VINCENT MURRAY
Robert Glenn Torrie
JEROME PATRICK O'REILLY
CHARLES MARTIN RIHARB
KAREN MARIE WAITE
Judith Ann Ienatsch
DALE RUPPERT HANCOCK
EDWARD VINCENT SANTOS
Terence Owen Smith
Bryan Dale Dearden
JARED SEVERIN JOHNSON
DAVID T KUGA
JOSEPH SCOTT BAUERS
HARVEY CLARK ATTERBURY
TIMOTHY ALLEN SWIER
STACIE ANNE BOWMAN
RICHARD BERNARD RUSH
RON DALE CULVERSON
ELIZABETH ELLEN SMITH
JEFFREY DANA GRAU
MICHAEL EDWARD MULVANY
Matthew William Guyette
STEVEN R HANSON
BRYAN KENNETH JONES
KENNETH RICHARD BEHM
Hunter Alexander Hayden
JUDITH ANGELA ZEIGLER
CLARA ZAYA
Ned Jacobson
James Michael Adgar
Anna Ramos Bernardo
ROBERT ALLEN VOYLES
Heather Anne Rupp
PARKER FOX MALDONADO
JUSTIN ROBERT MULLINS
Jeffrey P. Lovegren
LISA MARIE EVANS-DYKES
Vance Ralph Sanchez
RYAN C DEGRAZIER
CLAY Courtland CAMPBELL
Marc Allen Byrd
AUSTIN ZIEHL
Louis Lange
Bryan Gurss
Kyle Riharb
Marlee R. Lawson
Toby L Spach
Patrick Mylin Bowers
Gregory Lee Allen Parret
Blake S. Douvros
Juan Manuel Salinas
Jakob Katchem
Jacob W. Baker
Jonah R Grierson
David Close
Spencer Crithfield
David G. Haislip
TERRI L BENNETT
ALEXANDER RICHARD HUGUES
STEPHEN JEFFREY HUFFORD
JOSEPH BRENT HILL
FAITH ANN JENKINS
DANIEL NEIL TALCOTT
ALLYN DAVID CLOSE
James P Mustard
KELLEY SUSAN SLAUGHT
KRISTIN HOLLY MATA
JONATHAN KAE-CHI WANG
Helen Nathalie Perez
ALVIN CRAWFORD MOORE
TUTKU PERKIN
Sierra Kathryn Smith
ARTURO ANDRES TABUENCA
Linda Smith Shelby
EDWARD HERBERT FISHER
BRIAN ALLAN SCHAFFIELD
GREGORY DANIEL VAN WYK

Within 25 miles of Summerland, CA, Best Investors lists 130 registered investment advisory firms with 216 offices nearby, managing about $13.8T in combined regulatory AUM across 2,509,097 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 Summerland

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM