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Best financial advisors in Adelanto, CA

Registered advisers within 25 miles of Adelanto, CA.

Offices
21
Firms
11
Combined AUM
$5.40T
Firm-wide filings, not assets booked only here
Clients
737K
736,698 clients when Item 5C has a number
Avg / client
$7.33M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
INDEPENDENT FINANCIAL GROUP, LLC
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CENTAURUS FINANCIAL, INC.
EAGLE STRATEGIES LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

SUSAN MARIE ROSE
THOMAS KIRK RIDING
OSWALDO SAYON
RALPH BENDER
BRYANNA ONAWA GLEASON
Marilu Hernandez
Pablo Daniel Martinez
CHRISTOPHER DELBERT MARTIN
CESAR GARCIA
VICTORIA PAIGE MARTIN
CAMERON JOSEPH WOODBURY
ALISHA RAEANN GILLETTE
John R. Ali
YEREL SALDIVAR MORALES
Joseph Ryan Berg
Angel Espino
TOM DANIEL CANCHOLA
Rodney Alvin Sanders
Christian K van Laack
Nicholas Steven Holmes
Tanya Lee Beach
John Joseph Doran
David Anthony Doran
URSULINE H AZUL
MICHELLE Dawn RICKARD
Denise De La Torre

Within 25 miles of Adelanto, CA, Best Investors lists 11 registered investment advisory firms with 21 offices nearby, managing about $5.40T in combined regulatory AUM across 736,698 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 Adelanto

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM