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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

TRANSAMERICA FINANCIAL ADVISORS, LLC
PERENNIAL FINANCIAL SERVICES
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
IVANOFF WEALTH MANAGEMENT INC.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
LODESTONE CAPITAL SOLUTIONS LLC
CM FIRST CAPITAL CORP.
CETERA INVESTMENT ADVISERS LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SPAHR FINANCIAL GROUP, LLC
FHWV FINANCIAL LLC

Investors

Quang Mike Duc Tran
THANE STUART MCCREADY
CORINNE EMIKO DOI-MAJORINO
ROY NHIEN LUU
MICHAEL GERARD MURPHY
MARTY VALADE
Evan Philip Ocepek
JASON NICHOLAS HOBBS
CATHERINE ELIZABETH SCHNEIDER FULLERTON
Kyle James Brancato
Tiago Machry
Amber Renee Maxine Pavlovich
Michael Steven Conway
CRAIG ALLEN DAVIS
Anthony Labarba
Anthony McGee
John Elliott
DAVID CHEN-YU LU
Osvaldo Arambulo
CRAIG STEWART FROLICH
KARI LOUISE PEL
FABIOLA LUCRECIA HILL
Irah Juarez
LAWRENCE GIBBONS RUSSELL
BRIAN L. SPAHR
Carlos F. Rodriguez
Martin James Young
ERNESTO ARAIZA
NHAN VUONG
Minxing Lin
DANIEL Robert SHERMAN

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