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Best financial advisors in Fallbrook, CA

Registered advisers within 25 miles of Fallbrook, CA.

Offices
442
Firms
179
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
2.85M
2,850,005 clients when Item 5C has a number
Avg / client
$4.32M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
GEBHART & ASSOCIATES, INC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
PATHWAY ADVISORS, LLC
WEALTHLYNK, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
INDEPENDENT FINANCIAL GROUP, LLC
EQUITY SERVICES, INC.
NATIONAL RETIREMENT INSTITUTE
CME STRATEGIC WEALTH MANAGEMENT
GC ASSET MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
INVESTMENT MANAGERS GROUP, LLC

Investors

STEPHEN JAMES ROHDE
DONNA TRAINA GEBHART
ALVIN WAINO GEBHART
BOPHA LIM
Glori Crumpley
DEBORAH ELLEN HAYDIS
Ben Bresnahan
Norma Alejandra Arroyo-Bravo
Jonathan Dickson
Brian Vowles Schrock
CHAD C WAUSCHEK
JEFFREY RANDALL WIYNINGER
VIRGINIA JEAN LEON
Scott R. Weber
THOMAS CHRISTOPHER LOGUE
DENNIS CARL LINDEMAN
Kent Stewart Borsch
Samuel Dabney
OREN SHER
Russell Albert Jacobs
Jose Thomas
Yvette Spillman
CLETUS ENYINIA EMEZIEM
GLENN ANTHONY CUNNINGHAM
RANDALL SCOTT HOUGHTON
ALLEN MICHAEL KAY

Within 25 miles of Fallbrook, CA, Best Investors lists 179 registered investment advisory firms with 442 offices nearby, managing about $12.3T in combined regulatory AUM across 2,850,005 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 Fallbrook

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM