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Best financial advisors in Sunset Beach, CA

Registered advisers within 25 miles of Sunset Beach, CA.

Offices
2,213
Firms
794
Combined AUM
$21.2T
Firm-wide filings, not assets booked only here
Clients
3.18M
3,182,836 clients when Item 5C has a number
Avg / client
$6.66M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
SIMPLICITY WEALTH
WELLS FARGO CLEARING SERVICES, LLC
AE WEALTH MANAGEMENT, LLC
INTEGRATED WEALTH CONCEPTS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
YOUR PRIVATE CLIENT GROUP, INC.
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
APELLA WEALTH
CHARLES SCHWAB & CO., INC.

Investors

CRAIG ALLEN DAVIS
Anthony Labarba
Anthony McGee
John Elliott
Michael Steven Conway
TOM TOSHIYUKI TERAOKA
KENNETH KENJI TANAKA
Douglas Scott Gahn
ANH HOANG VU
KENNETH DANIEL GLEN EARWOOD
VANESSA L PEARSON
HAROLD EDWARD DURBIN
JEREMY BRIAN TYSOR
ROBERT CARL HINTZ
TODD PHILIP DAGOSTINO
Felicia Yam Gonzalez
David James Bassett-Parkins
Samuel Edward Westermann
Rachael Yohai O'Leary
Rendi Wijaya
MICHAEL KENNETH WEBER
James Andrew McElroy
EVELYN MARIE ZOHLEN
MARY LAVANA BUI
JOHNSON MINH HOANG
JENNIFER N BROEMELING
AUDREY JOHNSON
J Alexander Mattingly
Stephanie Jane Bartels
CHARLES MITCHELL RICHEY
MARK KROGULSKI
SHELLEY L CHIDLEY
Richard St John Medina
Hisela Chinchay
Stephen K Moore
Nolan Philip Dunn
STEVE MICHAEL NIGOGHOSSIAN
Hanna M Weintraub
Vanessa Anmarie Solis
Gregory D White
Brianna Mackie

Within 25 miles of Sunset Beach, CA, Best Investors lists 794 registered investment advisory firms with 2,213 offices nearby, managing about $21.2T in combined regulatory AUM across 3,182,836 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 Sunset Beach

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

1 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T 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 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