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Best financial advisors in Arrowhead Farms, CA

Registered advisers within 25 miles of Arrowhead Farms, CA.

Offices
399
Firms
105
Combined AUM
$12.0T
Firm-wide filings, not assets booked only here
Clients
2.54M
2,539,719 clients when Item 5C has a number
Avg / client
$4.71M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIGROUP GLOBAL MARKETS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STRATEGIC ADVISERS LLC

Investors

Ivan Flores
Damon B. Hopkins
Kimberly Nicole Romo
Tommy Donald DeGraw
CAROLYN YVONNE JENKINS
Jerome B Wilson
Adam Antekeier
JESSI JAMES YZAGUIRRE
Ismael Navarro
ADALBERTO PERAZA
JESUS RAUL SANCHEZ
LAURA VASQUEZ
Fanor Abraham Bohorquez
R C CHAVEZ
Phillip Levy
FAY KOH
Shawntrice Catherine Watkins
DOUGLAS PAUL STEPHENSON
WILLIAM LARRY STANDRIDGE
RICHARD ASHLEY PELFREY
AHMED RAZI
SCOTT ALAN MANNING
MARIE FINAZZO JOHNSON
ERNESTO FONSECA
RIGOBERTO FERNANDEZ
ROBERT A SALES
RENE VENTURA
ANDREW JOSEPH JIMENEZ
DANIEL CABRAL
STEVEN R. LOPEZ
KAISHONTA YVETTE BONADIE
PETER BOULOS
KEITH R. CARR
JOSHUA MUNOZ
THADDEUS OSTROWSKI
JEAN BAPTISTE AFFLACK
GREGG SHEPARD SHERMAN
JESSICA A. RODRIGUEZ
NADER HOSSEINZADEH
VANESSA NAVARRO
JEFFREY NG
HAILEE GENICE ALLEN
ALEX SALAS
DAVID COVARRUBIAS

Within 25 miles of Arrowhead Farms, CA, Best Investors lists 105 registered investment advisory firms with 399 offices nearby, managing about $12.0T in combined regulatory AUM across 2,539,719 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 Arrowhead Farms

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