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Best financial advisors in Indio, CA

Registered advisers within 25 miles of Indio, CA.

Offices
106
Firms
58
Combined AUM
$11.9T
Firm-wide filings, not assets booked only here
Clients
1.35M
1,351,600 clients when Item 5C has a number
Avg / client
$8.81M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
NWF ADVISORY SERVICES INC
LEO WEALTH AMERICAS, LLC
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AE WEALTH MANAGEMENT, LLC
DST WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
MACLEAN CAPITAL ADVISORS, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

MARC LYNN SMITH
ALIYAH JARAMILLO
CHRISTOPHER ALAN CLAPINSKI
Eric Dana Mosser
DYLAN TIMOTHY BRENNAN
DANIEL NEIL SAVARD
MIGUEL MELERO
JOHN FREDERICK SLOOP
MICHAEL JOSEPH BROWN
John M Polovick
Eduardo Gonzalez Perez
NADINE MARIE LORD-DIVAN
FRANK LYLE PICKETT
AMANDA BACON
LOREN GENE BIGGS
CHARLES RAGONESE
EDWARD RICHARD WOOLERY
Michael Joseph Boden
ROBERT JOSEPH BINKELE
JOHN B BALMER
PAMELA DIXON ROBINSON
CHRISTIAN ANDREW ALEXANDER MACLEAN
BRETTE HELBIG MACLEAN
Halle Lauren Carter
Jeremy Arthur Kallmann
Deanna Trang
VERONICA Y BORDERS
ROBERT GORDON TANNER
RUAIRI M CLERKIN
TODD G SHERMAN
Venetta Lee Reyes
ANTONIETA S SANCHEZ
TASHA K POSA
MICHAEL DAVID HARRIS
FRANCESCO BIASI
John M Haddock
Roberto Santos
JON-MARC BLALOCK
ROSALIN MARIE SCHILLER
DIANE SUZANNE VALENZUELA
Paul L Meinhold
RICHARD WILLIAM POST
AUGUSTINO SUAFOA
John Eric Thomas
MICHAEL J GOODMAN

Within 25 miles of Indio, CA, Best Investors lists 58 registered investment advisory firms with 106 offices nearby, managing about $11.9T in combined regulatory AUM across 1,351,600 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 Indio

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