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Best financial advisors in Yorba Linda, CA

Registered advisers within 25 miles of Yorba Linda, CA.

Offices
2,289
Firms
732
Combined AUM
$21.2T
Firm-wide filings, not assets booked only here
Clients
3.35M
3,352,978 clients when Item 5C has a number
Avg / client
$6.32M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CLG LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GL TRUST, INC.
WELLS FARGO CLEARING SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
U.S. BANCORP ADVISORS, LLC
ALLMERITS ASSET, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TREASURE CHEST FINANCIAL
APIIS WEALTH MANAGEMENT CORP.

Investors

ROBERT FRANZ KIRKLAND
KIMBERLEY KASARDA NEFF
Ruben E Munoz
BRIAN COBIAN
Jay Vy Nguyen
James Hien Nguyen
JAVIER ALFONSO SARMIENTO
Luis Adrian Pascual Curiel
GREGORY L WILSON
JEFFREY LI
FRANK SALDANA
KEN TSANG
Bryan William Nolan
William Richard Nolan
Ken Chi Lee
Jose D Ramirez M
DAEWOO LEE
Claudia H Song
KYUNG HO CHOE
MATTHEW MINTAE KIM
CHRISTINE H KIM
SEONG YOUN CHO
WAYNE PARK
CHOENG MO KIM
JOE THANH NGUYEN
LARRY DALE PEREGRINE
HECTOR M AMEZCUA
Jason Arayata
Liyan Fan
Xuepan Zeng
CHANGHOON OH
HARINNE LEE KIM
KYLE DEZI BACSKAI

Within 25 miles of Yorba Linda, CA, Best Investors lists 732 registered investment advisory firms with 2,289 offices nearby, managing about $21.2T in combined regulatory AUM across 3,352,978 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 Yorba Linda

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