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Best financial advisors in Edison, CA

Registered advisers within 25 miles of Edison, CA.

Offices
73
Firms
37
Combined AUM
$9.47T
Firm-wide filings, not assets booked only here
Clients
2.41M
2,410,534 clients when Item 5C has a number
Avg / client
$3.93M
Combined AUM ÷ clients

Nearby offices

Firms

THE AMERIFLEX GROUP
LINCOLN INVESTMENT
EDWARD JONES
ON INVESTMENT MANAGEMENT CO
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
VOYA FINANCIAL ADVISORS, INC.
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
MESTMAKER & PETREY WEALTH ADVISORS

Investors

Ryan Castro
COURTNEY L DEMERS
Michael Allen
Glenn Orville Allen
JEFFREY EARL TAYLOR
Karyn Erne Beltran-Medina
Jason R Jensen
LUIS GERARDO BORQUEZ
JOHN CLENNON WILLIAMSON
Liliana Riham Fahel
VICTOR DANIEL GONZALES
KRIS MICHAEL PELSTER
Frank Edward Lee
Seth Perry
SHEROD BAILEY WAITE
Dustin Weaver
JUSTIN THOMAS LELAND
Richard Carlos Valenzuela
CRAIG STEPHEN MAYTUBBY
MICHAEL ANTHONY BRAZZELL
JEREMY DANIEL SCHEIDLE
MIKEL ARTHUR ALEXANDER
TERRAM OTT CORNELIUS
JEFFREY KAPRAL MESTMAKER
DANIEL PATRICK PETREY
HEIDI DENISE CANET
SALVADOR JIMENEZ
ISAIAS MARTINEZ RUIZ

Within 25 miles of Edison, CA, Best Investors lists 37 registered investment advisory firms with 73 offices nearby, managing about $9.47T in combined regulatory AUM across 2,410,534 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 Edison

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM