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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

CETERA INVESTMENT ADVISERS LLC
WORLD INVESTMENT ADVISORS, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
LIBERTY SOLUTIONS ADVISORS
COPLEY FINANCIAL GROUP, INC.
FIRST COMMAND ADVISORY SERVICES
VALIC FINANCIAL ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
B. RILEY WEALTH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
ELITE WEALTH MANAGEMENT, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
QUALIFIED PLANNING
PFS INVESTMENTS INC.

Investors

JEFFREY PARKER OTT
Amirali Ehsan
ROBERT EDWARD RECCHIA
Vi QUANG Lieu
BRADY ODONNELL FOLEY
ANTHONY PETER RICCI
DONALD LOUIS DALESANDRO
Troy Lee Robertson
ALAN THOMAS BUNCE
MATTHEW D KLEIN
Scott Zardenetta
Philip John Denstad
Athena Zeidler
MATTHEW DAVID COPLEY
Kent Allen Hulse
Jessica Renee Roth
DAVID CARL MAGEE
Ruben Garcia Camacho
David Morales
Sean Jacob Ferreiro
Nicholas Ray Wallace
Mark Thanh Nguyen
Nicholas Wakefield
Andres Miguel Sanchez Quiroz
Dustin Sterling Ferreiro
Abigail Marie McDaris Woods
Anna Marie Beasley
Marcus Aaron Little
Lincoln Muriithi
Brian BuDoff
JASON RONALD SURYA
Joseph Cisneros
Michael Cheng
JACOB ROBERT GEDIS
ALAN PAMINTUAN
BRIAN CRANE ELLIOTT
HOLLY R. SALAZAR
NICOLE COTT ROSS
JAMES GUY FERGUSON
DAVID WAYNE KEELY
BRIDGETTE C ZIOLKOWSKI
ZHI REN LIANG
Kevin Frank Beach
NEAL THOMAS LEISCH
David Brian Winter
Chester William Holliday
CLARE EVON TRUONG
Tony Truong
Casey Albert Caliva
Jason Douglas Samuelsen
DAVID ANDREW SPRENGER
Calixta Lydia Padilla
Cesar Padilla
BRIAN CLAUDE SHERWOOD
VICTORIA LEONARD
TORRANCE D CHAPLIN

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