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Best financial advisors in Homeland, CA

Registered advisers within 25 miles of Homeland, CA.

Offices
311
Firms
97
Combined AUM
$10.4T
Firm-wide filings, not assets booked only here
Clients
1.56M
1,564,749 clients when Item 5C has a number
Avg / client
$6.68M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
ROYAL AMERICAN FINANCIAL ADVISORS, LLC
KARL SCHORR WEALTH MANAGEMENT, LLC
THE SULLIVAN GROUP
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
ALPHA WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

DANIEL OROPEZA
BRIAN MICHAEL HENDERSON
Joshua Canales
Juan Gabriel Rodriguez
RICHARD JEAN BOURGOUIN
Travis David Wiltgen
Matthew C Stroder
Daniel Andrade
JEREMY IAN TAYLOR
IVETTE PRISCILLA TAYLOR
Michael R. Mair
MICHAEL ALLEN TAMAYO
Deborah L McClure
Mobin Mohsini
SHAWN MICHAEL UPTON
Michael Anthony Passero
MARINA ELIAZER MCLAUGHLIN
SCOTT CHRISTIAN BUCHANAN
Ryan Christian Buchanan
SEAN ANTHONY LEHMANN
FLOYD D PETERSON
RACHEL PIERSON
ROBERT LEONARD BROOD
ROBERT TODD SEIBERT
ANTONI ENRIQUE LUCAS
REYNOLD JIMENEZ
ANDREW FRANCIS KOTYUK
DARREN CANADA

Within 25 miles of Homeland, CA, Best Investors lists 97 registered investment advisory firms with 311 offices nearby, managing about $10.4T in combined regulatory AUM across 1,564,749 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 Homeland

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM