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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

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
AIX ALPHA LLC
CREATIVEONE WEALTH, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
COPPELL ADVISORY SOLUTIONS LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
BRIGHT LEGACY LLC
U.S. BANCORP ADVISORS, LLC

Investors

TROY DEAN MANNING
Jamie Louise Harwood
CYNTHIA STAUFFER
XI LI
PHILLIP CHENG
KYLE DEZI BACSKAI
Roberto I Flores
FRANK SALDANA
JAVIER ALFONSO SARMIENTO
Luis Adrian Pascual Curiel
KELLY ANDREW DUNNAHOO
VICTORIA IVY RENNE
BENJAMIN NAVARRO
THOMAS VINCENT MEAGLIA
ANDREW SANCHEZ
Javier Lopez
Brian S Steen
Mary Kathleen Caporale
Cristopher Evan Cuevas
John Burton Edgar
Antonio Rafael Rosado

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