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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

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NAVY FEDERAL INVESTMENT SERVICES, LLC
ATTIVO LEGACY ADVISORS, LLC
RETIREMENT INVESTMENT ADVISORS INC.
LPL FINANCIAL LLC
ABRAHAM & CO., INC.
ROYALE INVESTMENT ADVISOR LLC
PLANMEMBER SECURITIES CORPORATION
MONEY STRATEGIES, INC.
VALUETECH PRIVATE ADVISORS
TRANSAMERICA FINANCIAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
INDEPENDENT FINANCIAL GROUP, LLC

Investors

JULIA NICOLE NAMAN
JUN-BO YIN
Edson Arroyo
Fernando Jose Rosales
AARON M DONALDSON
FRANK MERCURI
MARK STUART BILLES
Maida M Talens
MARITES DE LEON VELENA
DAVID WILLIAMSON
Brooke N Zasadny
Chelsea Pittman
ALLEN STEPHEN DRAKE
JARRET RODRIGUEZ-CONKLIN
CHRISTOPHER ANGEL ZAMBRANO
THOMAS GEORGE SANDKAMP
EMILIANO CUITLAHUAC SAUCEDA
JASON JOSEPH CORTEZ
JOSHUA RAY LINDSEY
ANGELICA BARRAZA-PENUELAS
Claire Cheng
Richard Anthony Hansen
Rodrigo Herrera
CHIH-TAO MA
ZHONGKAI WANG
TSANSHIAU SHAWN LIN
SYAUCHING HUNG
KIMBERLY CHRISTINE AN
KEVIN J CHOI
Po Ying Chen
WEI-PING Lo
Guannan Li
AARON DIGIAMARINO

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