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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

THE FINANCIAL ARCHITECTS WEALTH MANAGEMENT LLC
MASON FINANCIAL SERVICES
RETIREMENT WEALTH GROUP, INC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
EDWARD JONES
PLANMEMBER SECURITIES CORPORATION
BOSMAN WEALTH MANAGEMENT, LLC
PRIVATE MANAGEMENT GROUP INC
WELLS FARGO CLEARING SERVICES, LLC
CAPITAL CS GROUP, LLC

Investors

DENITA RENEE CLARK
ENSEN MASON
LANNY REX STOUT
Carolyn Michelle Matson
TYLER WANER
NEAL ALFRED WANER
Frederick Morton Woolley
Carly Lynne Lambeth
JENNIFER LYNNE TURNER
Richard Ray Lopez
RUDY ALAN DE LA TORRE
FRANK SALDANA
JAVIER ALFONSO SARMIENTO
Luis Adrian Pascual Curiel
Sean Reed Lugo
Maria A Galvez
DANNY ALLAN PAYNE
Edgar Jet Gonzalez
DAVID OWEN MAUPIN
DAVID FORBES MASSONGILL
Joshua Stephen Wyper
Hien Dang Huynh
MICHAEL LEE BOSMAN
JON JAY FENSTER
CHUNYI LEI
Kinley Jia Yann
LULU LO
BLESSING ALFONZO RODRIGUEZ
FRANCIS ALBERT REINHARD
Brandon Estrada
Thomas Jennings Neja

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