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Best financial advisors in Cucamonga, CA

Registered advisers within 25 miles of Cucamonga, CA.

Offices
734
Firms
205
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
2.72M
2,724,837 clients when Item 5C has a number
Avg / client
$4.85M
Combined AUM ÷ clients

Nearby offices

Firms

PDE WEALTH ADVISORS, LLC
LEGACY INVESTMENT SERVICES, LLC
OSAIC WEALTH, INC.
PRIVATUS
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
EDWARD JONES
LPL FINANCIAL LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
SANTA CRUZ FINANCIAL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DEIMARK CORP
TRANSAMERICA FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SOVRAN ADVISORS, LLC

Investors

DANIEL GARY FLORES
MARK ANTHONY BASILE
MARK B SHARIFI
Tanya T Tong
RAHMATULLAH Rami TAMEEZ
RAMON PAOLO MONTANO HECHANOVA
ART F CARDENAS
NARRIMAN N SANCHEZ
MICHAEL THOMAS BAILEY
Dean Kerwin Dunbar
Andrew Carlson
Vi Tan Chan
JUSTIN BUDDY ARCE
Jennifer Jackson
Qiong Zhang Jackson
Bo Li
Henry Balmore Artiga
ROBERT OWEN RADFORD
Omar Shallan
Jescelyn Hernandez
MARK EDWARD DEILY
JJEAN-CLAUDE VALDEZ BALDIVINO
DAVID PHAM
Diana Stefani Goldman
MICHAEL ALLEN GAUMER
JAYE CLIFFORD OPPEDAHL FERGUSON
DARREN C DELLE DONNE

Within 25 miles of Cucamonga, CA, Best Investors lists 205 registered investment advisory firms with 734 offices nearby, managing about $13.2T in combined regulatory AUM across 2,724,837 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 Cucamonga

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM