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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

ALPHASTAR CAPITAL MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
RAILROAD CANYON INSURANCE AND FINANCIAL SERVICES
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
REGAL INVESTMENT ADVISORS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
VERTEX INVESTMENTS GROUP
KARL SCHORR WEALTH MANAGEMENT, LLC

Investors

Logan Scott Sadler
Steven Richard Amacher
Jonathan Ray Guillen
Maegan Young
Ryan Patrick Brown
Joaquin Mardueno Browning
Cristian Barrera
Holly Matthew Hamana
Ashley Mae Callow
Ana Dominee Del Rosario
Sophia Lucille Nipp
Patrick D Baker
Blake X. Lenk
Logan S. Sandhu
CHRISTOPHER ERIC ASPLIN
SCOTT AM CHON
BRENT AUBREY CORLEW
Irving Alcibar
DENNIS ALFRED KORTE
Amber Sook Ja Nishida
ELDON GUTIERREZ
RUSSELL ALAN SMITH
Rodrigo Herrera
Daniel Andrade
ANGELICA BARRAZA-PENUELAS
Michelle Christina Navarro
Sergio F Rivera
Mario A. Avila
KARL NELSON SCHORR
Marcelino Talavera

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