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Best financial advisors in Desert Hot Springs, CA

Registered advisers within 25 miles of Desert Hot Springs, CA.

Offices
97
Firms
49
Combined AUM
$9.65T
Firm-wide filings, not assets booked only here
Clients
1.30M
1,303,630 clients when Item 5C has a number
Avg / client
$7.40M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMPASS ROSE FINANCIAL PLANNING & INVESTMENT MANAGEMENT
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
U.S. BANCORP ADVISORS, LLC
TCP ASSET MANAGEMENT, LLC
THINK TANK LLC
PFS INVESTMENTS INC.

Investors

Benjamin Harris
NICHOLAS GORDON LUCE
Philip Gene Goodge
Mark Cory Vivian
ROBERT THOMAS MACHADO
BYRON WILLIAM HANCOCK
Sean K Heslin
KERRY RAY HENDRIX
ROBERT JOHN SMITH
Alexa Vanessa Lawson
Matthew E Howe
THOMAS WILLIAM GLEESON
Richard LaFerriere
Scott Bryant
Daniel Bennett Goldman Levine
Michael B. Borders
JENNIFER LYNNE MIRANDA
Martin R Noble
MELY RAMORAN-HUGHES
ROCCO DILUCCHIO
ERNESTO ARCOS

Within 25 miles of Desert Hot Springs, CA, Best Investors lists 49 registered investment advisory firms with 97 offices nearby, managing about $9.65T in combined regulatory AUM across 1,303,630 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 Desert Hot Springs

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