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Best financial advisors in Jamul, CA

Registered advisers within 25 miles of Jamul, CA.

Offices
511
Firms
209
Combined AUM
$14.8T
Firm-wide filings, not assets booked only here
Clients
91.1M
91,084,579 clients when Item 5C has a number
Avg / client
$162.5K
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
CHELSEA ADVISORY SERVICES, INC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFG ADVISORS
INDEPENDENT FINANCIAL GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
CRAIG V. CASTANOS CPA
LPL FINANCIAL LLC

Investors

Douglas John Scott Williams
Kathryn Louise Gaggi
BARON THOMAS WILLIS
KYLE LUKE YOUNAN
SUZAN SABRI ALIAS
David Anthony Jones
Michael A Jackson
Thania Jocelyne Sotelo
Albert Bryan Shapiro
JEREMY WILKINS LAUB
AUSTIN ANTHONY GARMO
Kiley Curtis Grunstad
Arturo Ramirez
VALENTINE ROBERTS
ROBERT EDMUND PETERSON
DENNIS PETER NOTCHICK
Alexis Carlos Vega
Jorge Carranza
Ryan Shawn Kinney
J ROBERT BURTON
MICHAEL THOMAS RUNDLETT
MARK ALAN GERARDI
RHONDA L MILLS
ENRIQUE ISAAC VALADEZ

Within 25 miles of Jamul, CA, Best Investors lists 209 registered investment advisory firms with 511 offices nearby, managing about $14.8T in combined regulatory AUM across 91,084,579 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 Jamul

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM