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Best financial advisors in 29 Palms, CA

Registered advisers within 50 miles of 29 Palms, CA.

Offices
25
Firms
16
Combined AUM
$5.31T
Firm-wide filings, not assets booked only here
Clients
749K
749,353 clients when Item 5C has a number
Avg / client
$7.09M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LEO WEALTH AMERICAS, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
AE WEALTH MANAGEMENT, LLC
NWF ADVISORY SERVICES INC
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
UNITED CAPITAL FINANCIAL ADVISORS
THE WEALTH CONSULTING GROUP
HARDWORKING CAPITAL ADVISORS, LLC

Investors

Robert K Fleck
DANIEL NEIL SAVARD
ALIYAH JARAMILLO
Eric Dana Mosser
Jeffrey Lawrence Litel
Alexa Vanessa Lawson
RICHARD JACK RARICK
MATTHEW PLISS
MARC LYNN SMITH
PAMELA DIXON ROBINSON
AMANDA BACON
CHRISTOPHER ALAN CLAPINSKI
LOREN GENE BIGGS
CHARLES RAGONESE
MIGUEL MELERO
JOHN FREDERICK SLOOP
DYLAN TIMOTHY BRENNAN
MICHAEL JOSEPH BROWN
John M Polovick
Eduardo Gonzalez Perez
RICHARD WAYNE MATCHAM
ERIK GORDON JENSEN
BENJAMIN ENGLISH
CRAIG MICHAEL MCBARNES
JANA LINN HAM
MICHELE KA PEMBERTON
JEFFREY SCOTT HASKELL
KIMBERLY JO SAFOYAN
MATHEW ALEX MELLIER

Within 50 miles of 29 Palms, CA, Best Investors lists 16 registered investment advisory firms with 25 offices nearby, managing about $5.31T in combined regulatory AUM across 749,353 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 29 Palms

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 AE WEALTH MANAGEMENT, LLC 10 clients · 487 advisers $49.8B AUM