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Best financial advisors in 1000 Palms, CA

Registered advisers within 25 miles of 1000 Palms, CA.

Offices
94
Firms
48
Combined AUM
$9.57T
Firm-wide filings, not assets booked only here
Clients
1.30M
1,303,121 clients when Item 5C has a number
Avg / client
$7.34M
Combined AUM ÷ clients

Nearby offices

Firms

HARDWORKING CAPITAL ADVISORS, LLC
THE WEALTH CONSULTING GROUP
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
UNITED CAPITAL FINANCIAL ADVISORS
THE KOCEN FINANCIAL GROUP, INC.
J.P. MORGAN SECURITIES LLC
CYPRESS WEALTH SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
FLC CAPITAL ADVISORS
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
AE WEALTH MANAGEMENT, LLC

Investors

MATHEW ALEX MELLIER
GLORIA R. FRANZ
NILA LYNN TATUM
SHANNON VIRGINIA CURRELL
RICHARD CORONEL
Oscar A Flores Gonzalez
Kimberly Macrina Cruz Quinonez
Curtis Randall Green
RICHARD WAYNE MATCHAM
ERIK GORDON JENSEN
BENJAMIN ENGLISH
CRAIG MICHAEL MCBARNES
JANA LINN HAM
MICHELE KA PEMBERTON
JEFFREY SCOTT HASKELL
KIMBERLY JO SAFOYAN
David Tsikman
PENNY JACQUELINE HOUSEMAN
JOHN BARTHOLOMEW WILLS
Jennifer R. Pyle-Suafo'a
David Ransom
JASON MCCORD NETTLETON
MARC EDELMAN KOVEN
CHRISTIAN BRAD RISENMAY
GREGORY Thomas FRECH
STEPHEN ROSS BIESINGER
JAMES MICHAEL BRAY
BRADLEY JAY ARAVE
DAVID REEDER THATCHER
CLARK STEVEN PENNEY
PENNY ELIZABETH SALAMIDA
JORDAN VALDEZ VARELA
RAQUEL REYNOLDS
JEREMY J. OFSEYER
Virginia L Nelson
PAMELA DIXON ROBINSON
NEAL BRIAN WILSON
MICHAEL J GOODMAN
GREGORY C HILL
CHARLES RAGONESE
AMANDA BACON

Within 25 miles of 1000 Palms, CA, Best Investors lists 48 registered investment advisory firms with 94 offices nearby, managing about $9.57T in combined regulatory AUM across 1,303,121 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 1000 Palms

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM