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Best financial advisors in Bonsall, CA

Registered advisers within 25 miles of Bonsall, CA.

Offices
728
Firms
308
Combined AUM
$14.3T
Firm-wide filings, not assets booked only here
Clients
3.04M
3,044,568 clients when Item 5C has a number
Avg / client
$4.71M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
EQUITY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
OPUS INVESTMENT ADVISORS, LLC
U.S. BANCORP ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
INDEPENDENT FINANCIAL GROUP, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTHLYNK, INC.
PATHWAY ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC

Investors

Jose Thomas
Kent Stewart Borsch
Samuel Dabney
OREN SHER
Russell Albert Jacobs
JAMES DAVID HECZKO
Diego Diaz
JOHN A CHAUVAPUN
DENNIS CARL LINDEMAN
Leonardo Ryan
Nicholas Wayne McSpadden
Valerie M Arenas
Maureen L. O'Donnell
Gerald Brown
RAYMOND JOSEPH GINSBERG
THOMAS CHRISTOPHER LOGUE
Scott R. Weber
CHAD C WAUSCHEK
JEFFREY RANDALL WIYNINGER
VIRGINIA JEAN LEON
Nicole Jean White
Isaac A White
Brian Vowles Schrock
Elena NavedoAlvarez
Samuel Altamirano ramirez
ROGELIO PONCE
JAMES BUCHANAN

Within 25 miles of Bonsall, CA, Best Investors lists 308 registered investment advisory firms with 728 offices nearby, managing about $14.3T in combined regulatory AUM across 3,044,568 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 Bonsall

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM