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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

PFS INVESTMENTS INC.
THE LEONARD FINANCIAL GROUP, LLC
HORACE MANN INVESTORS, INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC

Investors

LAWRENCE STEVEN RUIZ
CHRISTOPHER HEBBARD MACARTHUR
ENDA VERES
KARL LEONARD HICKS
Micki Hicks
SCOTT WESLEY COLEMAN
LYNETTE EILEEN ATCHLEY
FAY KOH
DAVID SCOTT FOWLER
Jamie Ann Wolcott Peters
STEVEN SCOTT KANOUSE
Carter Richard Anderson
STEVEN ANDREW LEACH
MIKE BARRON MC COY
ARLETTE NEALOHA OBERG
ADOLFO SALDANA
GEORGE MICHAEL STADLER
JAVIER MORENO
Jason Flanagan
Israel S. Nazari
Kevin Alan Craig
Shawntrice Catherine Watkins
JACOB ADAM WORREL
TROY DEAN MANNING
SEEMA SETHI

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