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Best financial advisors in Cathedral City, CA

Registered advisers within 25 miles of Cathedral City, CA.

Offices
99
Firms
50
Combined AUM
$9.57T
Firm-wide filings, not assets booked only here
Clients
1.30M
1,303,121 clients when Item 5C has a number
Avg / client
$7.34M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC
THE KOCEN FINANCIAL GROUP, INC.
J.P. MORGAN SECURITIES LLC
MML INVESTORS SERVICES, LLC
THE WEALTH CONSULTING GROUP
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
TCP ASSET MANAGEMENT, LLC

Investors

ERNESTO ARCOS
AZUCENA HINOJOSA-DIOSDADO
Timothy Shaun Wood
Philip Gene Goodge
Stephen Yuan-Liang Kuo
THOMAS WILLIAM GLEESON
Matthew E Howe
Richard LaFerriere
Curtis Randall Green
David Tsikman
PENNY JACQUELINE HOUSEMAN
JOHN BARTHOLOMEW WILLS
Jennifer R. Pyle-Suafo'a
David Ransom
BYRON WILLIAM HANCOCK
Sean K Heslin
KERRY RAY HENDRIX
ROBERT JOHN SMITH
MARIA SPIRTOS KINER
Alexa Vanessa Lawson
Daniel Bennett Goldman Levine
MELY RAMORAN-HUGHES
Scott Bryant
JENNIFER LYNNE MIRANDA

Within 25 miles of Cathedral City, CA, Best Investors lists 50 registered investment advisory firms with 99 offices nearby, managing about $9.57T in combined regulatory AUM across 1,303,121 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 Cathedral City

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM