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Best financial advisors in Agua Caliente, CA

Registered advisers within 25 miles of Agua Caliente, CA.

Offices
570
Firms
281
Combined AUM
$14.8T
Firm-wide filings, not assets booked only here
Clients
2.98M
2,977,429 clients when Item 5C has a number
Avg / client
$4.97M
Combined AUM ÷ clients

Nearby offices

Firms

PORTFOLIO MEDICS, LLC
MUTUAL ADVISORS, LLC
EDWARD JONES
THE DELTA GROUP
FERMATA ADVISORS
SONOMA BRANDS CAPITAL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
MEYERS FINANCIAL SERVICES
AMERIPRISE FINANCIAL SERVICES, LLC
MILLER, FLEMING & ASSOCIATES
THE MCBRIDE GROUP

Investors

Zachary Wagner
DAVID CODD BOYDELL
Peggy L Engel-Kent
James Thomas Wandzilak
James Dean Stein
ERIC DREW DAHL
PATRICIA JEAN WILLIAMS
John Roderick Cowles
Peter A Stewart
Todd Stephen Gerber
Mason Garth Moore
WILLIAM STEPHEN MURRAY
DAREN E BLONSKI
Mariam Sherilyn Saboori Shamlow
CHRISTOPHER DAVID SIPES
Zachary Paul
Shelby T Wirick
TERESA MARIE UPDEGRAFF
Ian Simon Copple
Letizia Lily Veronese
Peter A Monteleone
Gary Carl Scott
Hugo Rogelio Mendoza Solis
John Bast
JOSEPH J KLEIN
Matthew George Lightner
Bryden Anthony Craig
Erin E Burke
Kathleen Fisher
Salvador Rodriguez
Chetan Patel
NICOLE ALEXIS REYNOLDS
JOHN HOLLAND RINGGENBERG
TYLER HAYES HUNTER
GERLYNBEE MARTINEZ BUENCAMINO
Lindsey Stone
Ariel Star Andrews-Nolan
LILLIAN MARIE MEYERS
JAMES JULIUS CARABINI
AIMEE R MATTHEWS
Luke Mazza
GUY ANTHONY ANNAMANTHODO
Brett J Daniel
JAMES ALLEN MCBRIDE

Within 25 miles of Agua Caliente, CA, Best Investors lists 281 registered investment advisory firms with 570 offices nearby, managing about $14.8T in combined regulatory AUM across 2,977,429 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 Agua Caliente

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM