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Best financial advisors in Eagle Mountain, CA

Registered advisers within 50 miles of Eagle Mountain, CA.

Offices
17
Firms
12
Combined AUM
$3.66T
Firm-wide filings, not assets booked only here
Clients
681K
680,902 clients when Item 5C has a number
Avg / client
$5.37M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
LEO WEALTH AMERICAS, LLC
NWF ADVISORY SERVICES INC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
U.S. BANCORP ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AE WEALTH MANAGEMENT, LLC
DST WEALTH MANAGEMENT LLC

Investors

Eric Dana Mosser
ALIYAH JARAMILLO
Robert K Fleck
MARC LYNN SMITH
DANIEL NEIL SAVARD
CHRISTOPHER ALAN CLAPINSKI
DYLAN TIMOTHY BRENNAN
MIGUEL MELERO
JOHN FREDERICK SLOOP
MICHAEL JOSEPH BROWN
John M Polovick
PAMELA DIXON ROBINSON
NADINE MARIE LORD-DIVAN
Eduardo Gonzalez Perez
AMANDA BACON
LOREN GENE BIGGS
FRANK LYLE PICKETT
CHARLES RAGONESE
EDWARD RICHARD WOOLERY
Michael Joseph Boden
ROBERT JOSEPH BINKELE
JOHN B BALMER

Within 50 miles of Eagle Mountain, CA, Best Investors lists 12 registered investment advisory firms with 17 offices nearby, managing about $3.66T in combined regulatory AUM across 680,902 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 Eagle Mountain

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 AE WEALTH MANAGEMENT, LLC 10 clients · 487 advisers $49.8B AUM 8 INDEPENDENT ADVISOR ALLIANCE, LLC 533 clients · 299 advisers $17.2B AUM