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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

STEWARD FAMILY OFFICE, INC.
CETERA INVESTMENT ADVISERS LLC
TRI-AD CAPITAL MANAGEMENT I, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
GOODRICH FINANCIAL GROUP, LLC
WEALTH WATCH ADVISORS, INC
INTEGRATED WEALTH CONCEPTS LLC
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
ANORA WEALTH
VERUS CAPITAL PARTNERS, LLC
ONEAMERICA SECURITIES, INC.
KINGSVIEW WEALTH MANAGEMENT, LLC
EP13 MGMT LLC

Investors

TIMOTHY LEE WINTER
JAIME CHRISTOFFERSON NIESLEY
FREDRICK THOMAS WOLLMAN
JENNIFER THOMAS
Russell Byrom
JEFFREY ALEXANDER TODD
DANIEL JAMES PACKARD
Ronald Chris Packard
SHAWNA DAWN CHRISTIANSEN
MEGAN ELIZABETH NIELSEN
ALEX JOSEPH ESPOSITO
DANIEL THOMAS DUBOIS
MELISSA MARIN
ADAM FRANCIS BAKER
SOPHIA ANNE LIZALDE
LUKE THOMAS DUBOIS
BENJAMIN JAMES HODGE
Raul Noah Lizalde
CARLOS ENRIQUE CACERES
Chad Lawrence Escobedo
Kevin Matthew Eames
Rachel Anne Currington
JASREEN K SIDHU
Thao Thien Truong
Monique Susan Neal-Corotis
MICHAEL THOMAS SCHMITZ
Colin Davis Field
Grant Starkey
Spencer Matthew Birch
Marwan A Al-Ashi
Leonides Rivera
BRYCE DAVID MCCLOUD
Khoa Dang Hoang

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