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Best financial advisors in Highland, CA

Registered advisers within 25 miles of Highland, CA.

Offices
280
Firms
81
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
1.54M
1,542,123 clients when Item 5C has a number
Avg / client
$7.60M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
ALPHASTAR CAPITAL MANAGEMENT
LPL ENTERPRISE, LLC
INTEGRITY ALLIANCE, LLC.
CENTAURUS FINANCIAL, INC.
OSAIC WEALTH, INC.
KWB WEALTH
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PAKHA INVESTMENT ADVISORY
EAGLE STRATEGIES LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LINDSEY FINANCIAL, INC.
PROSPERA FINANCIAL SERVICES, INC.
INTEGRATED WEALTH CONCEPTS LLC

Investors

FRANCIS ALBERT REINHARD
SUTHIPONG ROBERT CHITRATHORN
JONATHON GONZALES
BRYANNA CAMILLE SHIRLEY-LOZANO
DAMIAN VARGAS LOZANO
Reese Benjamin Kitchen
Logan Scott Sadler
DAVID R MILLER
SAM SIU-HONG YOUNG
JAMES THOMAS RINER
REGINALD JACKSON
LARRY DEAN HOATSON
ANNA JEAN ANDERSON
STEVEN DANIEL GORMLEY
Aaron Mathew Garcia
Leslie Marie Carnahan
DIANA LYNN SAILLER
MICHAEL NABIL RAZZOUK
Claire Lucchese
RACHEL ALISA BUBB
Ricardo Salinas
QUENTIN KERRICK BUBB
KERRICK WALTER BUBB
TINA MARIE DOBRINEN
PAGE MOJGAN KHALAJESTANI
AUSTIN RUSSELL BUSTAMANTE
Ryan Joseph Vollkommer
RICHARD LEE NELSON
KIRK MATHEW SHELBY
DAVID JAMES ALTMAN
JERRY FIELDS
Amy Faye Cranfill
Yajaira Alejandra Litwinski
JOHN ROBERT PATTERSON
ROBERT RATCLIFFE HEINZE
TRUMAN AUBIE DAY
MARY CARRUTHERS
WILLIAM RAY LINDSEY
BURTON FRANCIS WILLIAMSON
CARLOS ABRAHAM ALMAZAN
STEPHEN JOSEPH MILLER
JASON E GOLEMBESKI
JEFFREY PAUL AMBERG
KALLIE NICOLE RAWSON
DAVID EUGENE SMITH
CHARLES EDWARD PAINTER
KATHERINE VANDER VEEN
JASON LEWIS
ALEXIS HUNDLEY

Within 25 miles of Highland, CA, Best Investors lists 81 registered investment advisory firms with 280 offices nearby, managing about $11.7T in combined regulatory AUM across 1,542,123 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 Highland

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