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Best financial advisors in Fontana, CA

Registered advisers within 25 miles of Fontana, CA.

Offices
546
Firms
155
Combined AUM
$12.2T
Firm-wide filings, not assets booked only here
Clients
2.54M
2,541,974 clients when Item 5C has a number
Avg / client
$4.82M
Combined AUM ÷ clients

Nearby offices

Firms

CITIGROUP GLOBAL MARKETS INC.
J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
STRATEGIC ADVISERS LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
FOX & HOLLAND INVESTING LLC

Investors

LAURA VASQUEZ
ERNESTO FONSECA
FAY KOH
Fanor Abraham Bohorquez
Edwin Alexander Ramirez
Shawntrice Catherine Watkins
Ivan Flores
Damon B. Hopkins
Ashkhen Ispiryan
Gor G Antashyan
Ismael Navarro
Jerome B Wilson
Adam Antekeier
JESSI JAMES YZAGUIRRE
Erica Vasquez
RIGOBERTO FERNANDEZ
ROBERT A SALES
RENE VENTURA
ANDREW JOSEPH JIMENEZ
DANIEL CABRAL
STEVEN R. LOPEZ
KAISHONTA YVETTE BONADIE
PETER BOULOS
KEITH R. CARR
JOSHUA MUNOZ
THADDEUS OSTROWSKI
JEAN BAPTISTE AFFLACK
GREGG SHEPARD SHERMAN
JESSICA A. RODRIGUEZ
NADER HOSSEINZADEH
VANESSA NAVARRO
JEFFREY NG
HAILEE GENICE ALLEN
ALEX SALAS
DAVID COVARRUBIAS
JOSIAH JACOB Campbell
RUTH CLARICE JOHN
Kirsten Eileen Baron
Stephen JAMES Short
LESTER BARON
MOHAMMED MOUSTAFA EID
CHAD ERIC LEON
RICHARD ANDREW FERNANDEZ
Kevin Alan Craig
FOREST M FOX
Matthew Patrick Holland
Fernando Jose Rosales
Thaddeus Adonis Howell

Within 25 miles of Fontana, CA, Best Investors lists 155 registered investment advisory firms with 546 offices nearby, managing about $12.2T in combined regulatory AUM across 2,541,974 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 Fontana

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM