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Best financial advisors in Barona Rancheria, CA

Registered advisers within 25 miles of Barona Rancheria, CA.

Offices
108
Firms
50
Combined AUM
$9.57T
Firm-wide filings, not assets booked only here
Clients
1.30M
1,303,149 clients when Item 5C has a number
Avg / client
$7.35M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMPASS ROSE FINANCIAL PLANNING & INVESTMENT MANAGEMENT
EDWARD JONES
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
TCP ASSET MANAGEMENT, LLC
U.S. BANCORP ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THINK TANK LLC
PFS INVESTMENTS INC.

Investors

Mark Cory Vivian
ROBERT THOMAS MACHADO
Alexa Vanessa Lawson
Matthew E Howe
BYRON WILLIAM HANCOCK
Sean K Heslin
KERRY RAY HENDRIX
ROBERT JOHN SMITH
Scott Bryant
Michael B. Borders
JENNIFER LYNNE MIRANDA
Martin R Noble
Daniel Bennett Goldman Levine
MELY RAMORAN-HUGHES
Richard LaFerriere
THOMAS WILLIAM GLEESON
ROCCO DILUCCHIO
Philip Gene Goodge
NICHOLAS GORDON LUCE
Benjamin Harris
ERNESTO ARCOS

Within 25 miles of Barona Rancheria, CA, Best Investors lists 50 registered investment advisory firms with 108 offices nearby, managing about $9.57T in combined regulatory AUM across 1,303,149 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 Barona Rancheria

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM