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Best financial advisors in Univ Of The Pacific, CA

Registered advisers within 25 miles of Univ Of The Pacific, CA.

Offices
148
Firms
51
Combined AUM
$7.27T
Firm-wide filings, not assets booked only here
Clients
2.16M
2,159,983 clients when Item 5C has a number
Avg / client
$3.36M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FINDEC WEALTH SERVICES, INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC
LEE R. ROBINSON & ASSOCIATES
MICHAEL P LYNCH WEALTH MANAGEMENT, LLC
MML INVESTORS SERVICES, LLC
PROSPERITY CAPITAL ADVISORS
PNC WEALTH MANAGEMENT LLC
ALLSTATE FINANCIAL ADVISORS, LLC
ATTENTIVE INVESTMENTS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

SORAYA A RODRIGUEZ
FELIPE D SANCHEZ
TINA LOUISE WELLS LEE
JAMES DISERIO
Erica Marie Taylor
RUBEN PAITA
ERIC CHARLES KLOPPING
MARK DAMON STROUP
JEREMY SHAUN SILCOX
RICHARD BRIAN CUTLER
ADAM DAVID MOSKOWITZ
Richard Williams Holmes
EDUARDO ANGEL PETER ZEITER
Craig R Massei
THOMAS KENNETH WINKLER
BLAIR ANTHONY HAKE
BARBARA MARGARET MOORE
LARRY JOHN SWANSON
Michael Powell
PHYLLIS ANN KLEIN
MICHAEL LAWRENCE TALLEY
JOHN PHILLIP MAROULIS
LEE ROBERT ROBINSON
MICHAEL PAUL LYNCH
JAIME VILLA
Maria Linda Kamin
David Benavides
MELVIN MUELA
JULIANA LANIER
Colby James Rogers
ATHENA KAULANA STONE
DON MARK GUZMAN

Within 25 miles of Univ Of The Pacific, CA, Best Investors lists 51 registered investment advisory firms with 148 offices nearby, managing about $7.27T in combined regulatory AUM across 2,159,983 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 Univ Of The Pacific

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM