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Best financial advisors in Ocean View, HI

Registered advisers within 25 miles of Ocean View, HI.

Offices
8
Firms
7
Combined AUM
$4.80T
Firm-wide filings, not assets booked only here
Clients
564K
563,735 clients when Item 5C has a number
Avg / client
$8.52M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FOUNDATIONS INVESTMENT ADVISORS LLC
MORGAN STANLEY
ACP INVESTMENT MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
INVESTMENT DYNAMICS CONSULTING GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Michael Eoin Mast
JASON CHRISTOPHER HAUANIO
JOSHUA MICHAEL COUNTESS
LARRY GENE MCCABE
DALE LAURIE ISHIDA SUEZAKI
ANDRE NICHOLAS LISTER
ADAM JOEL REUGH
Enock Freire
ALIKA CHRISTIAN GARCIA
WILLIAM LAWRENCE WONG
Kolby Akiyama
GREGORY LIND MOLFINO
Calvin Daishi Uemura

Within 25 miles of Ocean View, HI, Best Investors lists 7 registered investment advisory firms with 8 offices nearby, managing about $4.80T in combined regulatory AUM across 563,735 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 Ocean View

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 FOUNDATIONS INVESTMENT ADVISORS LLC 323 advisers $10.1B AUM 6 ACP INVESTMENT MANAGEMENT 16 clients · 3 advisers $132M AUM 7 INVESTMENT DYNAMICS CONSULTING GROUP, LLC 1 advisers $10.3M AUM