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Best financial advisors in Cmp Pendleton, CA

Registered advisers within 25 miles of Cmp Pendleton, CA.

Offices
964
Firms
441
Combined AUM
$16.8T
Firm-wide filings, not assets booked only here
Clients
3.43M
3,427,060 clients when Item 5C has a number
Avg / client
$4.90M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
NAVY FEDERAL INVESTMENT SERVICES, LLC
JOSEPH M. SEBO, CFP INC.
EDWARD JONES
VOYA FINANCIAL ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EQUITABLE ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
GUIDE MY FINANCES
77 FINANCIAL GROUP
U.S. BANCORP ADVISORS, LLC

Investors

ROBERT MATTHEW KRIEGER
DANIEL DALE SPONSELLER
EDUARDO VILLAGRANA
EDWARD JAMES HENDRICKS
EMILY LOUISE KESTLER
MICHAEL CLARK BOGSETH
WILLIAM ANDREW TYCHSEN
MATTHEW J WIEGELE
Chad Marentette
Caroline Talebi
PAUL JOSEPH SPRAGUE
Francisco E Aguayo
Martin R Garcia
AVINASH R ALWANI
Hunter Safaya Trusty
BRUCE HENRY BANDEMER
BRANDON K DALGARNO
Jeannette R Fonoti
Benjamin Franklin Smith
CHELSEA EMMALYNE NEWELL
JACLYN PAIGE MAZUR
LILY FALLAH
SEAN FRANCIS BOYLAN
ABIGAIL VALENTINE
JAYCE GABRIEL GISPAN
BRANDON WEST
James Alan Walters
JACOB ROBERT ROGERS
MEGAN LEANNE SHOEMAKE
Brendan M. White
JOHN HARVEY HEIL
Andres Michael Preciado

Within 25 miles of Cmp Pendleton, CA, Best Investors lists 441 registered investment advisory firms with 964 offices nearby, managing about $16.8T in combined regulatory AUM across 3,427,060 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 Cmp Pendleton

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM