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Best financial advisors in Calimesa, CA

Registered advisers within 25 miles of Calimesa, CA.

Offices
220
Firms
65
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
1.44M
1,437,851 clients when Item 5C has a number
Avg / client
$7.15M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
MONEY STRATEGIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
DILIGENT INVESTORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EAGLE STRATEGIES LLC

Investors

Rafael Castro
ARNIE GONZALEZ
WILLIAM GEORGE GRAY
ANTHONY ROBERT PHILLIPS
Andy Samaan
STEVEN ANTHONY ANTINUCCI
Matthew Smith
Anthony Joseph Espinoza
Haris Breining
AARON BITRAN
Bryant Armando Ruiz
Mario Armando Silva Escoto
David Fricke
Namer Nader Fakhoury
STEVEN ANDREW LEACH
GEORGE MICHAEL STADLER
JAVIER MORENO
JOSHUA RAY LINDSEY
Jonathan Alfonso Casaus
Ryan Holloway
JOHN JEFFREY MARVIN
HENK JUERGEN FISCHER
JAMES ALLEN WILSON
CHRISTOPHER AARON PALMER
JOAN HSU
PATRICK MICHAEL RYAN
LARRY GORDON ETZWEILER
JULIA NICOLE NAMAN
JACOB ADAM WORREL

Within 25 miles of Calimesa, CA, Best Investors lists 65 registered investment advisory firms with 220 offices nearby, managing about $10.3T in combined regulatory AUM across 1,437,851 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 Calimesa

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM