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Best financial advisors in Crystalaire, CA

Registered advisers within 25 miles of Crystalaire, CA.

Offices
29
Firms
15
Combined AUM
$7.23T
Firm-wide filings, not assets booked only here
Clients
1.25M
1,249,721 clients when Item 5C has a number
Avg / client
$5.79M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
U.S. BANCORP ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
COPPELL ADVISORY SOLUTIONS LLC
INSPIRE ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
MORGAN STANLEY

Investors

ELIZABETH GAMEZ
Adolfo David Valencia
Eriberto Rodriguez Nieto
Jonathan Andrew Gruber
TYLER LEE FARRELL
YEREL SALDIVAR MORALES
TODD FULTON MAIN
Cesar Valentin Miranda
William Louis Gonzalez
Michael H Gibbons
Christopher Michael Ocepek
Anallely Sofia Madrigal Morfin
Pablo Daniel Martinez
THOMAS VINCENT MEAGLIA
Patrick K. Batac
ROBERT STEVEN DERRYBERRY
KATHRYN LOUISE WILKERSON
DAVID RICHARD NORRIS
LOUIS WILLIAM SILVA
Kylie Silva
GARY WHITWORTH PEARSON
Rocio Montagner

Within 25 miles of Crystalaire, CA, Best Investors lists 15 registered investment advisory firms with 29 offices nearby, managing about $7.23T in combined regulatory AUM across 1,249,721 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 Crystalaire

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM