Best Investors Account Sign in

Best financial advisors in Brawley, CA

Registered advisers within 25 miles of Brawley, CA.

Offices
8
Firms
6
Combined AUM
$1.94T
Firm-wide filings, not assets booked only here
Clients
661K
660,650 clients when Item 5C has a number
Avg / client
$2.94M
Combined AUM ÷ clients

Nearby offices

Firms

VALLEY WEALTH STRATEGIES, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
PARK AVENUE SECURITIES LLC

Investors

BROC WAVRA
Francisco Isaac Cossio-Franco
DALE GRANT HOWARD
TRISHA HOWSE
TITO E GUTIERREZ
Paul Steve Ochoa
Sergio Romero
EDWARDO PEREZ GUTIERREZ
JESUS ALCANTAR
ENRIQUE FLORES ENRIQUEZ

Within 25 miles of Brawley, CA, Best Investors lists 6 registered investment advisory firms with 8 offices nearby, managing about $1.94T in combined regulatory AUM across 660,650 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 Brawley

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 PARK AVENUE SECURITIES LLC 38,649 clients · 2,005 advisers $19.6B AUM 5 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM 6 VALLEY WEALTH STRATEGIES, LLC 63 clients · 23 advisers $1.45B AUM