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Best financial advisors in Canyon Lake, CA

Registered advisers within 25 miles of Canyon Lake, CA.

Offices
359
Firms
115
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
1.56M
1,556,644 clients when Item 5C has a number
Avg / client
$6.81M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
RAILROAD CANYON INSURANCE AND FINANCIAL SERVICES
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
REGAL INVESTMENT ADVISORS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THE SULLIVAN GROUP
KARL SCHORR WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
ROYAL AMERICAN FINANCIAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

BRENT AUBREY CORLEW
Irving Alcibar
DENNIS ALFRED KORTE
Amber Sook Ja Nishida
ELDON GUTIERREZ
RUSSELL ALAN SMITH
Daniel Andrade
SEAN ANTHONY LEHMANN
KARL NELSON SCHORR
Marcelino Talavera
Robert Michael Hickox
RICHARD JEAN BOURGOUIN
Juan Gabriel Rodriguez
Joshua Canales
BRIAN MICHAEL HENDERSON
SCOTT CHRISTIAN BUCHANAN
Ryan Christian Buchanan
Michael R. Mair
MICHAEL ALLEN TAMAYO
Deborah L McClure
Mobin Mohsini
SHAWN MICHAEL UPTON
JEREMY IAN TAYLOR
IVETTE PRISCILLA TAYLOR

Within 25 miles of Canyon Lake, CA, Best Investors lists 115 registered investment advisory firms with 359 offices nearby, managing about $10.6T in combined regulatory AUM across 1,556,644 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 Canyon Lake

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