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Best financial advisors in Big Bear City, CA

Registered advisers within 25 miles of Big Bear City, CA.

Offices
25
Firms
14
Combined AUM
$6.02T
Firm-wide filings, not assets booked only here
Clients
832K
832,221 clients when Item 5C has a number
Avg / client
$7.24M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MONEY STRATEGIES, INC.
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

ROSANA CATALINA LAMBERTINI
Jonathan David Obera
Jamie Ann Wolcott Peters
David Fricke
Andy Samaan
STEVEN ANTHONY ANTINUCCI
Matthew Smith
Anthony Joseph Espinoza
Haris Breining
AARON BITRAN
Bryant Armando Ruiz
Mario Armando Silva Escoto
JOSHUA RAY LINDSEY
WILLIAM GEORGE GRAY
ANTHONY ROBERT PHILLIPS
Rafael Castro
ARNIE GONZALEZ
FRANCIS ALBERT REINHARD
Namer Nader Fakhoury
RICHARD JACK RARICK
MATTHEW PLISS
Jeffrey Lawrence Litel
Alexa Vanessa Lawson
STEVEN ANDREW LEACH
JACOB ADAM WORREL
GEORGE MICHAEL STADLER
JAVIER MORENO

Within 25 miles of Big Bear City, CA, Best Investors lists 14 registered investment advisory firms with 25 offices nearby, managing about $6.02T in combined regulatory AUM across 832,221 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 Big Bear City

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM