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Best financial advisors in Surfside, CA

Registered advisers within 25 miles of Surfside, CA.

Offices
2,327
Firms
848
Combined AUM
$25.8T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,193,389 clients when Item 5C has a number
Avg / client
$8.07M
Combined AUM ÷ clients

Nearby offices

Firms

ROSENWALD CAPITAL MANAGEMENT, INC.
CAPITAL BANK AND TRUST COMPANY
CAPITAL CLIENT GROUP, INC.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
STELLAR ALPHA CAPITAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WESTERN GROWERS FINANCIAL SERVICES
NAVIGOE, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
INTEGRATED WEALTH CONCEPTS LLC
FOCUSED CAPITAL INVESTMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC

Investors

KEVIN GREGORY BROULETTE
SEAN MICHAEL TUPY
STEPHEN LEE CARUTHERS
JACOB MARCUS GERBER
Brandon Kent Arnold
Jack Terrones
Jessica Marie Sands
Songhee Hong
Mohammad S. Rihan
JIE LIU
Sixun Gu
KIM HUYNH SANCHEZ
CHANGHOON OH
ROBERT WILLIAM MEROTH
MATTHEW DAVID LEWIS
Grant Riley Flanagan
SILVIA ALICIA FETTIG
ERIC SEIJI TOYA
SCOTT ALAN LEONARD
Howard Hughes Qu
MEILEH COFFEY BURNS
VALERIE LEE BULLOCK
Eric Sean Sirich
RYAN Wang
Randy M Takayama
ANGELICA BETANCOURT
NICHOLAS ALLEN LANCASTER
Jin Kyung-Kim Hymers
CONNIE HSIANG YUAN JENSEN
WILLIAM WEIJEN TSAI
WEN TUNG TSAI
Lea dela Cruz Wada
Theodore C Diaz
JOHN PATRICK DUNHAM
ARMOND LAMAR HERNDON
Jerren Eldridge
Scott Jaeum Lee
JORDAN SEARLE PRIEST
DENNIS EUGENE PRIEST
CHAD ERIC LEON

Within 25 miles of Surfside, CA, Best Investors lists 848 registered investment advisory firms with 2,327 offices nearby, managing about $25.8T in combined regulatory AUM across 3,193,389 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 Surfside

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

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T 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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM