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Best financial advisors in Alta Loma, CA

Registered advisers within 25 miles of Alta Loma, CA.

Offices
714
Firms
202
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
2.72M
2,724,681 clients when Item 5C has a number
Avg / client
$4.85M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIGROUP GLOBAL MARKETS INC.
TRINITY CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
TRINITY FINANCIAL PARTNERS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CHARLES SCHWAB & CO., INC.
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Eric Alexander Escobar
JAMES A SHORT
VIRGILIO RT GAGALANG
William James Cortus
Michael Laffin
Sally Samir Eskander
Christopher James Ilgenfritz
TARA HUNG PENG
GREGORY JOHN HEYMAN
ALEJANDRO GONZALEZ
ORLANDO PLASCENCIA
DARREN C DELLE DONNE
Jescelyn Hernandez
ROBERT OWEN RADFORD
DOUGLAS JOSEPH FORCHESKIE
ROBERT WAYNE BEGLEY
BRETT COLE SANNER
SHAWN ETHAN ECKLUND
Shao Ying Wang
Erika Sahagun-Garcia
JEFFREY SCOTT SHARPE
HANK H YU
STEVEN COLE FRANTZ
Christian Terrazas
JAMES ANDREW TERRY
SHANNON KAY SAPP
Maximilian Soares
Jazmine Christine Cardona
DAVID ALAN STEVENS
JOCELYNE SANDOVAL
ABBEY LAUREN BORBON
Henry Thanh Hong
David B. Yoo
Andrew Carlson
Vi Tan Chan
Jennifer Jackson
Qiong Zhang Jackson
Bo Li

Within 25 miles of Alta Loma, CA, Best Investors lists 202 registered investment advisory firms with 714 offices nearby, managing about $13.2T in combined regulatory AUM across 2,724,681 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 Alta Loma

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