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Best financial advisors in Bermuda Dunes, CA

Registered advisers within 25 miles of Bermuda Dunes, CA.

Offices
96
Firms
49
Combined AUM
$9.38T
Firm-wide filings, not assets booked only here
Clients
1.29M
1,285,148 clients when Item 5C has a number
Avg / client
$7.30M
Combined AUM ÷ clients

Nearby offices

Firms

LEO WEALTH AMERICAS, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
AE WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
NWF ADVISORY SERVICES INC
DST WEALTH MANAGEMENT LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
THE WEALTH CONSULTING GROUP
UNITED CAPITAL FINANCIAL ADVISORS

Investors

DANIEL NEIL SAVARD
MARC LYNN SMITH
AMANDA BACON
CHRISTOPHER ALAN CLAPINSKI
PAMELA DIXON ROBINSON
LOREN GENE BIGGS
CHARLES RAGONESE
MIGUEL MELERO
JOHN FREDERICK SLOOP
MICHAEL JOSEPH BROWN
John M Polovick
Eduardo Gonzalez Perez
DYLAN TIMOTHY BRENNAN
EDWARD RICHARD WOOLERY
Michael Joseph Boden
ROBERT JOSEPH BINKELE
JOHN B BALMER
ALIYAH JARAMILLO
NADINE MARIE LORD-DIVAN
FRANK LYLE PICKETT
MICHAEL J GOODMAN
GREGORY C HILL
NEAL BRIAN WILSON
KIMBERLY JO SAFOYAN
CRAIG MICHAEL MCBARNES
JANA LINN HAM
MICHELE KA PEMBERTON
JEFFREY SCOTT HASKELL
RICHARD WAYNE MATCHAM
ERIK GORDON JENSEN

Within 25 miles of Bermuda Dunes, CA, Best Investors lists 49 registered investment advisory firms with 96 offices nearby, managing about $9.38T in combined regulatory AUM across 1,285,148 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 Bermuda Dunes

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