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Best financial advisors in El Cajon, CA

Registered advisers within 25 miles of El Cajon, CA.

Offices
1,032
Firms
442
Combined AUM
$18.2T
Firm-wide filings, not assets booked only here
Clients
91.7M
91,681,160 clients when Item 5C has a number
Avg / client
$198.8K
Combined AUM ÷ clients

Nearby offices

Firms

PFG ADVISORS
INDEPENDENT FINANCIAL GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
CRAIG V. CASTANOS CPA
INFINITY FINANCIAL SERVICES ADVISORY
CETERA INVESTMENT ADVISERS LLC
TRUE FIDUCIARY CAPITAL, LLC
CAVU WEALTH MANAGEMENT

Investors

Albert Bryan Shapiro
JEREMY WILKINS LAUB
KYLE LUKE YOUNAN
SUZAN SABRI ALIAS
AUSTIN ANTHONY GARMO
David Anthony Jones
Michael A Jackson
Arturo Ramirez
ROBERT EDMUND PETERSON
Thania Jocelyne Sotelo
VALENTINE ROBERTS
Alexis Carlos Vega
J ROBERT BURTON
MICHAEL THOMAS RUNDLETT
MARK ALAN GERARDI
CARLOS CARRILLO
Kiley Curtis Grunstad
RHONDA L MILLS
MICHAEL ANDREW HOLADAY
ROBERT EARL HOLADAY
DOUGLAS DWIGHT STEINER
Michael J Montgomery
Cory William DenHerder
MICHAEL SHAWN WYNNS
PHILLIP AL JONES
Scott Christopher Clements
CHARLES BENJAMIN DENHERDER
CHERYL LYNN SEIFERT
JELVEH PEDRAZA

Within 25 miles of El Cajon, CA, Best Investors lists 442 registered investment advisory firms with 1,032 offices nearby, managing about $18.2T in combined regulatory AUM across 91,681,160 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 El Cajon

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM