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Best financial advisors in Bonita, CA

Registered advisers within 25 miles of Bonita, CA.

Offices
1,009
Firms
436
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
91.7M
91,680,629 clients when Item 5C has a number
Avg / client
$197.9K
Combined AUM ÷ clients

Nearby offices

Firms

KOALA FINANCIAL
ALLSTATE FINANCIAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
PFS INVESTMENTS INC.
VOYA FINANCIAL ADVISORS, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INFINITY FINANCIAL SERVICES ADVISORY
PRIVATE PORTFOLIO, INC.

Investors

BOBBI ALEXANDER KOALA
ALEXANDER MICHAEL WYMORE
BENJAMIN ROBERT KOALA
Luis Magin Alcala
Roberto Vasquez
HERNAN DIAZ
Emiliano DeRiquer
roberto s aguais
NICHOLAS CURRAN KOLATA
Ashley Gonzalez
Kristin Krueger
JOHN MARION HARDIN
GEORGE PATRICK LAFEAR
ROBERT ALLEN MCCLINTON
ROBERT ANTHONY MCKINNEY
MIRALIA ORTIZ PACHECO
ADRIANA ORTIZ PACHECO
DILIP KUMAR GUPTA
SCHUYLER RANDALL WHITE
MANUEL DEMETRIUS HORNER
Davee Philip Schulte
JOSE COVARRUBIAS
BELINDA GARIBAY
ERWEL MANLAPID
ENRIQUE ISAAC VALADEZ
Jorge Carranza
Ryan Shawn Kinney
DENNIS PETER NOTCHICK
Calixta Lydia Padilla
Cesar Padilla
JOHN M JACOBS
DHANSUKHBHAI MAGANBHAI PATEL
DONALD CLINTON ROGERS
WILLIAM CHARLES GREENWALD

Within 25 miles of Bonita, CA, Best Investors lists 436 registered investment advisory firms with 1,009 offices nearby, managing about $18.1T in combined regulatory AUM across 91,680,629 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 Bonita

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM