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Best financial advisors in Westminster, CA

Registered advisers within 25 miles of Westminster, CA.

Offices
2,325
Firms
789
Combined AUM
$21.1T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,190,595 clients when Item 5C has a number
Avg / client
$6.62M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
ADVISOR SHARE WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GREGORY ADVISORS INC.
EDWARD JONES
TRITONPOINT PARTNERS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CENTAURUS FINANCIAL, INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

KELLY DUONG
John Youssef
GINA G NGUYEN
MICHAEL TIMMY Tran
IVY YEN VAN
Julia Hanh Ngo
Triet M Huynh
Martha V Moran
Khanh Nguyen
HAN TRAN
Shelby Thai
Heidi Frank
Chance Everett Vega
Carlos Alberto Sanchez
MICHAEL WILLIAM JOWDY
KEVIN A. PATTERSON
TUAN TRAN
CHRISTOPHER GENE HABERL
JAMES ERWIN HENDRIES
Vincent Jacobs
DANIEL LOUIS CAIRO
DONNY HIROYUKI TAKEMOTO
RICHARD JOHN RUSTIN
CYNTHIA KARINA CAIRO
BRYAN CHRISTOPHER SAVAGE
CRAIG ANTHONY WONG
UYEN QUANG
Jonathan Manaloto
STEVEN LEE
Simone Smith
HORMOZ ALIABADI ASLANI
Richard Kim
Michael R. Jover
Jorge Aguilar
Wendy M. Nguyen

Within 25 miles of Westminster, CA, Best Investors lists 789 registered investment advisory firms with 2,325 offices nearby, managing about $21.1T in combined regulatory AUM across 3,190,595 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 Westminster

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