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Best financial advisors in Escondido, CA

Registered advisers within 25 miles of Escondido, CA.

Offices
1,208
Firms
504
Combined AUM
$17.5T
Firm-wide filings, not assets booked only here
Clients
91.8M
91,844,743 clients when Item 5C has a number
Avg / client
$190.7K
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC
RED SEVEN
EDWARD JONES
AMERITAS ADVISORY SERVICES, LLC
HARVESTWISE WEALTH PLANNING
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LAW OFFICE OF JAMIE TOWNSEND
VECTOR FINANCIAL SOLUTIONS, INC.
LPL ENTERPRISE, LLC
U.S. BANCORP ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

TOAN VI LY
DEJAN TASICH
JESS MICHAEL REIMNITZ
Lahnna Morgan Morton
Jyoti A Alwani
Kristina Clara Kemper Allardice
Rosario Scappaticci
JOHN EDWARD RICHARDSON
JEROD CLAYTON FENTON
Natalie Dawn Slemp
Rene' A Flores
Darion D Haggerty
Noah McKemy
DAVID PAUL DELAROSA
KENNETH LEE WINTER
MANUEL EMILIO MARTINEZ
SHANE J KOCHON
CURT MATHEW BEYER
Raymundo Catalan
Geojoe Thomas
YEN HO
Samuel Altamirano ramirez
Francisco E Aguayo
Christopher J Campbell
Brian Kenneth Johnson
Jamie Rebecca Townsend
DAVID WILSON
MARK ALAN LAMB
J TYLER EVERHART
STEPHEN MICHAEL FAGAS
Daniel Ross Estell
DENISE RENEE GIGANTI
BARTJAN LEOPOLDO VARGAS

Within 25 miles of Escondido, CA, Best Investors lists 504 registered investment advisory firms with 1,208 offices nearby, managing about $17.5T in combined regulatory AUM across 91,844,743 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 Escondido

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM