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Best financial advisors in Universal Cty, CA

Registered advisers within 25 miles of Universal Cty, CA.

Offices
2,568
Firms
1,146
Combined AUM
$27.3T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,500,958 clients when Item 5C has a number
Avg / client
$7.79M
Combined AUM ÷ clients

Nearby offices

Firms

PRINCIPIA GROWTH
WEALTH MANAGEMENT
DAYTON CRAFT MANAGER, LLC
HARBOR ROAD CAPITAL MANAGEMENT LLC
INVESTMENT MANAGEMENT SOLUTIONS, INC.
OSAIC WEALTH, INC.
FOCUS PARTNERS WEALTH, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
414 INVESTMENTS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TSAI WEALTH MANAGEMENT
KELMAR CAPITAL MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
HANCOCK WEALTH ADVISORY
THOMPSON WEALTH MANAGEMENT, INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
M HOLDINGS SECURITIES, INC.

Investors

BARRY IRA HOROWITZ
RICHARD LANDER EASTLAND
CHEYZEL JANE DE LEON
Cathlyn Jade Bondad Junio
GREGORY MICHAEL SEIGEL
PETER WILLIAM MUELLER
KATHERINE PUNTHARIK SIRIWAN
LUCAS WYATT KULMA
Chase Michael Campbell
Nathan Sharan Mirji
Mark Harold Bergsohn
Kittiwat Sripom
Ryan Timothy Ragoza
Oliver Alvarado Algarate
Arij Ezz Eldine Chehayeb
Ramez Haddad
AnteriasNerses Hindoyan
NATALIYA VALERIYEVNA AVANESOV
JACK CHIA-CHEN TSAI
Hernan Martinez
Sergio Tirado
GEORGE BYRON THOMPSON
STEPHANIE RENAE HANCOCK
MEISHA DYANE GRIFFITH
ANTONIO DEVON GOODWIN
RYAN STEPHEN STROMSBORG

Within 25 miles of Universal Cty, CA, Best Investors lists 1,146 registered investment advisory firms with 2,568 offices nearby, managing about $27.3T in combined regulatory AUM across 3,500,958 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 Universal Cty

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

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T 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 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM