Best financial advisors in Big Bear Lake, CA

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

Offices

91

Firms

41

Combined AUM

$7.06T

Firm-wide filings, not assets booked only here

Clients

981K

981,294 clients when Item 5C has a number

Avg / client

$7.20M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

41067 BIG BEAR BLVD
BIG BEAR LAKE, CA 92315

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

486 Leonard Lane
Sugarloaf, CA 92386

EDWARD JONES

11368 Bryant St Suite B
Yucaipa, CA 92399-3101

14.9 miles away

J.P. MORGAN SECURITIES LLC

34318 YUCAIPA BLVD
YUCAIPA, CA 92399

16.3 miles away

LPL FINANCIAL LLC

34161 YUCAIPA BLVD, SUITE B
YUCAIPA, CA 92399

16.4 miles away

EDWARD JONES

33733 Yucaipa Blvd
YUCAIPA, CA 92399

16.7 miles away

U.S. BANCORP ADVISORS, LLC

33700 Yucaipa Blvd
Yucaipa, CA 92399

16.7 miles away

LPL FINANCIAL LLC

33598 YUCAIPA BLVD. SUITE 1
YUCAIPA, CA 92399

16.8 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

33500 Yucaipa Blvd
Yucaipa, CA 92339

16.9 miles away

WELLS FARGO CLEARING SERVICES, LLC

28920 GREENSPOT RD
HIGHLAND, CA 92346

17.6 miles away

MONEY STRATEGIES, INC.

10775 KING ST.
REDLANDS, CA 92374

17.6 miles away

LPL FINANCIAL LLC

504 MYRTLEWOOD DR
CALIMESA, CA 92320

18.5 miles away

J.P. MORGAN SECURITIES LLC

1195 CALIMESA BOULEVARD
CALIMESA, CA 92320

18.7 miles away

DILIGENT INVESTORS, LLC

1447 FORD STREET SUITE 200
REDLANDS, CA 92374

19.5 miles away

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

1447 FORD ST STE 202 [SATELLITE]
REDLANDS, CA 92374

19.5 miles away

EAGLE STRATEGIES LLC

1447 FORD STREET SUITE 105
Redlands, CA 92374

19.5 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1447 Ford St Ste 102
Redlands, CA 92374

19.5 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1461 Ford Street Suite 103
Redlands, CA 92373

19.7 miles away

EDWARD JONES

1467 FORD ST STE 203
REDLANDS, CA 92373

19.7 miles away

LPL FINANCIAL LLC

301 9TH ST. STE. 202
REDLANDS, CA 92374

19.8 miles away

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

J.P. MORGAN SECURITIES LLC

LPL FINANCIAL LLC

U.S. BANCORP ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

MONEY STRATEGIES, INC.

DILIGENT INVESTORS, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

EAGLE STRATEGIES LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Jamie Ann Wolcott Peters

ROSANA CATALINA LAMBERTINI

Jonathan David Obera

STEVEN ANTHONY ANTINUCCI

Anthony Joseph Espinoza

Bryant Armando Ruiz

Mario Armando Silva Escoto

FRANCIS ALBERT REINHARD

JOSHUA RAY LINDSEY

WILLIAM GEORGE GRAY

ANTHONY ROBERT PHILLIPS

HENK JUERGEN FISCHER

JAMES ALLEN WILSON

CHRISTOPHER AARON PALMER

PATRICK MICHAEL RYAN

LARRY GORDON ETZWEILER

JULIA NICOLE NAMAN

JOHN JEFFREY MARVIN

Jonathan Alfonso Casaus

Joshua Stephen Wyper

Within 25 miles of Big Bear Lake, CA, Best Investors lists 41 registered investment advisory firms with 91 offices nearby, managing about $7.06T in combined regulatory AUM across 981,294 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 Lake

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM