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Best financial advisors in Apple Valley, CA

Registered advisers within 25 miles of Apple Valley, CA.

Offices
28
Firms
13
Combined AUM
$5.18T
Firm-wide filings, not assets booked only here
Clients
680K
680,052 clients when Item 5C has a number
Avg / client
$7.61M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

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

Within 25 miles of Apple Valley, CA, Best Investors lists 13 registered investment advisory firms with 28 offices nearby, managing about $5.18T in combined regulatory AUM across 680,052 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 Apple Valley

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 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM