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Best financial advisors in Trabuco Canyon, CA

Registered advisers within 25 miles of Trabuco Canyon, CA.

Offices
1,590
Firms
616
Combined AUM
$21.3T
Firm-wide filings, not assets booked only here
Clients
3.18M
3,184,668 clients when Item 5C has a number
Avg / client
$6.69M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
SOVRAN ADVISORS, LLC
RWA WEALTH PARTNERS
MML INVESTORS SERVICES, LLC
WING
LIFETIME FINANCIAL, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
OSAIC WEALTH, INC.
PACIFIC LIFE FUND ADVISORS LLC
DYDX CAPITAL, LLC
DAVIES FINANCIAL ADVISORS, INC.

Investors

DANIEL SHAWN ROMERO
JASON ANTHONY MARTINEZ
GREGORY SCOTT TOBEY
MELISSA LEANN LEVIN
JACQUELINE MARIE GOODREAU
Katy Chai
DANIEL ETHAN DODGEN
Margery Anne Neis
ANTHONY ALOIS KRICKL
KATHERINE BURKE FLORES
Stephen In Hee Lee
Joseph A Silverman
JEFF JACOB MENNING
BRIAN R YOUNG
MURPHY MEGONIGAL
David M Coen
KIRK SNYDER
Russell Boyce Albright
Patricia Carla Howard
Paul Antony Ross Binks
Bryon Devon Pyle
RANDALL ALBERT LUEBKE
Yulia Grigorievna Ordway
JAMES MATTHEW ROSSI
SHARON RUTH HICKLIN
GARY LEONARD HICKLIN
DARREN M CANDIOTTY
LEONARD SIMON BAKKER
AMANDA RENEE SMITHBERG-URBAN
TAMIE LYNN LA TORRE
JOHN RANDALL SOWARD
ASHLEY NICOLE KLEIN
DOUGLAS WILSON GROVER
DON PETER STALKER
Cameron Hume
Jeffrey Householder
KAM W. HO
PETER WEI WANG
William Raymond Fetter
Justin Neiman
Flavio Hernandez
Rene Michel
DANIEL EDWARD REARICK
Erik Nicholas Brickel
CRISTIAN A LOPEZ
Pedro Ureno
Ignacio Guzman
CRAIG ROBERT FLOERKE
John K Andersen
CASSRA MASHKOURI
Michelle E Garcia
Marc Hsu
Habib Habibi
Lyndsay Davies
Justin Simmons

Within 25 miles of Trabuco Canyon, CA, Best Investors lists 616 registered investment advisory firms with 1,590 offices nearby, managing about $21.3T in combined regulatory AUM across 3,184,668 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 Trabuco Canyon

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