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Best financial advisors in Edwards, CA

Registered advisers within 25 miles of Edwards, CA.

Offices
3
Firms
2
Combined AUM
$454B
Firm-wide filings, not assets booked only here
Clients
408K
408,049 clients when Item 5C has a number
Avg / client
$1.11M
Combined AUM ÷ clients

Nearby offices

Firms

FIRST COMMAND ADVISORY SERVICES
J.P. MORGAN SECURITIES LLC

Investors

Robert Geoffrey Concessio
Patrick K. Batac
Ashley Nicole Denemark

Within 25 miles of Edwards, CA, Best Investors lists 2 registered investment advisory firms with 3 offices nearby, managing about $454B in combined regulatory AUM across 408,049 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

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

1 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 2 FIRST COMMAND ADVISORY SERVICES 1,013 clients · 1,127 advisers $24.4B AUM