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Best financial advisors in Jurupa Valley, CA

Registered advisers within 25 miles of Jurupa Valley, CA.

Offices
537
Firms
150
Combined AUM
$12.2T
Firm-wide filings, not assets booked only here
Clients
2.54M
2,541,206 clients when Item 5C has a number
Avg / client
$4.80M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EAGLE STRATEGIES LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HIGHER IMPACT FINANCIAL, LLC
VALIC FINANCIAL ADVISORS, INC.
MORGAN STANLEY
INTEGRATED WEALTH CONCEPTS LLC
C FINANCIAL AND TAX ASSOCIATES
HARVEST INVESTMENT SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC

Investors

Israel S. Nazari
Kevin Alan Craig
TROY DEAN MANNING
Edwin Alexander Ramirez
Marcos Celis Garcia
AKSHAYA SURESH SHETH
ROBERT ANTHONY AMATORE
RANDALL D HORD
Eric Michael LaNier
TOM LEE ROSENBAUM
NAIN J PEREZ
TIM ALAN MCDONALD
PETER CHARLES LUPONE
DAVID JONATHAN COCKERAM
COLLINS ROLAPP JONES
KEVIN MATTHEW LANDEN
ROSE BIZARRO
SCOTT ALAN MEINERT
ROEL JAO AGUINALDO
JOSHUA VICTOR CERVANTES
ERIN CHRISTINE GREEN
JAMES GUY FERGUSON
Benjamin Sturkie
YVETTE MARIE GIOVE
Diep Hoang Ba Le
Cole A Green
JONATHAN RICHARD OCONNELL
KYLE D GILBERT
DOUGLAS YOUNG CHA
MARGARET CAPE
CATHERINE C HOLLIFIELD
BRUCE E HIBMA
VICTOR EUGENE KARIDAKES
KATHY LYNN TULLY
CHRISTIAN LEROY SCHANK
ERNESTO FONSECA
CECELIA WYNETTE FAIRFAX
BRIAN JAMES PARK
Maria G Bermejo Gutierrez
Arturo Y Ramirez
PEDRO MARTIN
CLARENCE JAMES BANNOWSKY
DAVID MAXWELL
ORALIA VALENZUELA
JEREMY CHRIS GARDUNO
MARK HARLAN WEBSTER
JAMIL DADA
Kevin James Tetley
Robert Lynn Mendez

Within 25 miles of Jurupa Valley, CA, Best Investors lists 150 registered investment advisory firms with 537 offices nearby, managing about $12.2T in combined regulatory AUM across 2,541,206 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 Jurupa Valley

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