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Best financial advisors in Grand Terrace, CA

Registered advisers within 25 miles of Grand Terrace, CA.

Offices
410
Firms
119
Combined AUM
$12.0T
Firm-wide filings, not assets booked only here
Clients
2.54M
2,539,870 clients when Item 5C has a number
Avg / client
$4.72M
Combined AUM ÷ clients

Nearby offices

Firms

FORTITUDE ADVISORS AND ACCOUNTING INC
CREATIVE PLANNING SOLUTIONS, INC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
CITIGROUP GLOBAL MARKETS INC.
CETERA INVESTMENT ADVISERS LLC
ALLSTATE FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.
EAGLE STRATEGIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

RYAN AARON FLOYD PURDIE
Jorge Caceres
JOHN BOECK KEEN
SCOTT ALAN MANNING
JOHN CHARLES ROBINS
WILLIAM LARRY STANDRIDGE
DOUGLAS PAUL STEPHENSON
Sean McMullin
DAVID MICHAEL FLOYD
LISA MAHR
JACK RAY KNIGHT
Ismael Rojo
RACHEL LYNNE NELSON
DAISY VASQUEZ BOYCE
NANCY MURIEL DORADO CORRALES
JONATHAN RANDOLPH
HARRY CHARLES BALD
GREGORY MATHEW LAMBRECHT
BRANDI EVANS PADILLA
FEIRUZ P ENNABE AYOUB
ADAM H HIRSCH
ROSE ERLENE SANTIAGO
TONEYA ADELLIA MCGINNIS
DARRELL JONATHON HAY
ROCKLINE CHRISTELLE NOYER NGU
KENNETH BENJAMIN SMITH
OSCAR OBED ACEITUNO
EMMANUEL REYNOSO
Ethan Miranda
BLANDINE MIRAMONTES
ANGELITO CALIXTO EUSEBIO
Jayson Padilla Remigio
MANAL MASSOUD
MARTIN FERRER CORONA
ELIZABETH DOMINGUEZ STANNARD
STEPHON DENELL PIETERS

Within 25 miles of Grand Terrace, CA, Best Investors lists 119 registered investment advisory firms with 410 offices nearby, managing about $12.0T in combined regulatory AUM across 2,539,870 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 Grand Terrace

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