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Best financial advisors in Arrowbear Lake, CA

Registered advisers within 25 miles of Arrowbear Lake, CA.

Offices
203
Firms
58
Combined AUM
$11.6T
Firm-wide filings, not assets booked only here
Clients
1.46M
1,455,545 clients when Item 5C has a number
Avg / client
$7.99M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
MONEY STRATEGIES, INC.
CETERA INVESTMENT ADVISERS LLC
PLANMEMBER SECURITIES CORPORATION
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CITIGROUP GLOBAL MARKETS INC.
ALPHASTAR CAPITAL MANAGEMENT
INVESTMENT COUNSELORS OF REDLANDS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL ENTERPRISE, LLC
INTEGRITY ALLIANCE, LLC.
CENTAURUS FINANCIAL, INC.

Investors

FRANCIS ALBERT REINHARD
CAROLYN YVONNE JENKINS
Kimberly Nicole Romo
Tommy Donald DeGraw
JOSHUA RAY LINDSEY
SUTHIPONG ROBERT CHITRATHORN
JONATHON GONZALES
BRYANNA CAMILLE SHIRLEY-LOZANO
DAMIAN VARGAS LOZANO
CARLOS ABRAHAM ALMAZAN
STEPHEN JOSEPH MILLER
Joshua Stephen Wyper
Hien Dang Huynh
Ryan Joseph Vollkommer
RICHARD LEE NELSON
KIRK MATHEW SHELBY
DAVID JAMES ALTMAN
JERRY FIELDS
Amy Faye Cranfill
Yajaira Alejandra Litwinski
JOHN ROBERT PATTERSON
ROBERT RATCLIFFE HEINZE
TRUMAN AUBIE DAY
MARY CARRUTHERS
JUSTIN ERIC MORIN
Reese Benjamin Kitchen
Logan Scott Sadler
JAMES ANSLEY HEINE
JAMES LUCAS COBB
LUMINITA S MORA
SANDRA JEAN CAPRINE-ESQUER
DOUGLAS ARTURO ESQUER
Richard Ray Lopez
RUDY ALAN DE LA TORRE
DAVID R MILLER
SAM SIU-HONG YOUNG
JAMES THOMAS RINER

Within 25 miles of Arrowbear Lake, CA, Best Investors lists 58 registered investment advisory firms with 203 offices nearby, managing about $11.6T in combined regulatory AUM across 1,455,545 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 Arrowbear Lake

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