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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

INTEGRATED WEALTH CONCEPTS LLC
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
CETERA INVESTMENT ADVISERS LLC
HARPOON MANAGEMENT, LLC
HARPOON VENTURES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
TORREN MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CRAIG V. CASTANOS CPA
LPL FINANCIAL LLC
EXODUS WEALTH, LLC
INDEPENDENT FINANCIAL GROUP, LLC
SIKORSKI WEALTH MANAGEMENT, LLC
SPIRIT GLOBAL INVESTMENT ADVISORS, LLC
CITIGROUP GLOBAL MARKETS INC.
HGS PARTNERS

Investors

STANLEY AUGUST SHURSON
JAMES ALAN HAUG
GUSTAVO A DELAFUENTE
Elizabeth McQuade
Dunyong Wen
Tsunghsin Chen
Sandy H Bayne
Raquel R. Fang
Jose Carlos Lopez Villa
USMAN AHMED
Dennis J OConnell
DARREN MICHAEL REINIG
Ryan Lawler
Lura Jae-Nicole Marrs
Heather Rose Nicholas
Brandy Clements-Corder
William Benjamin Corder
Calen James Ketcham
Michael Alan Manning
CRAIG VINCENT CASTANOS
GARY DENNIS HOCHMAN
NICK ANTHONY TORRES
BRIAN ERIC SAMUELS
RANDY JO GOODSELL
GARY ALLEN GLOCKZIN
Alex Matthew Zubak
Jesse Drew Sikorski
Kyle Maurice Kiser
EARL C. WONG
ETHAN LEE WILLIS
Darek Williams
Shaurya Singh Chauhan

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