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Best financial advisors in Edwards AFB, CA

Registered advisers within 25 miles of Edwards AFB, CA.

Offices
18
Firms
13
Combined AUM
$6.41T
Firm-wide filings, not assets booked only here
Clients
1.19M
1,188,764 clients when Item 5C has a number
Avg / client
$5.39M
Combined AUM ÷ clients

Nearby offices

Firms

FIRST COMMAND ADVISORY SERVICES
J.P. MORGAN SECURITIES LLC
WORLD INVESTMENT ADVISORS, LLC
LPL FINANCIAL LLC
INDEPENDENT FINANCIAL GROUP, LLC
EDWARD JONES
CASH FLOW TECHNOLOGIES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
KESTRA PRIVATE WEALTH SERVICES, LLC
MORGAN STANLEY
INSPIRE ADVISORS, LLC

Investors

Robert Geoffrey Concessio
Patrick K. Batac
MICHELE MARIE LANTZ
Kenneth Francis Galanis
KEVIN LEWIS VON TUNGELN
CHRISTINA WOODFORD
MATTHEW CAINE SESSA
TIMOTHY HAYES
Steven Dale Angebrandt
TROY DOANE FLOWERS
JOCELYN CO WEE
DANIEL LEE RICE
KATHRYN LOUISE WILKERSON
ARLAND KELLY
MICHAEL LAWRENCE KELLY
Christopher James Zuaro
GEORGE LEE ANDREWS
Jesse Brent Mettrick
NADIA ALICIA DICKINSON
DAVID RICHARD NORRIS
LOUIS WILLIAM SILVA
Kylie Silva
Franklin Fernandez
Rocio Montagner
ROBERT STEVEN DERRYBERRY
GARY WHITWORTH PEARSON

Within 25 miles of Edwards AFB, CA, Best Investors lists 13 registered investment advisory firms with 18 offices nearby, managing about $6.41T in combined regulatory AUM across 1,188,764 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 Edwards AFB

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WORLD INVESTMENT ADVISORS, LLC 7 clients · 376 advisers $71.6B AUM 8 FIRST COMMAND ADVISORY SERVICES 1,013 clients · 1,127 advisers $24.4B AUM