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Best financial advisors in La Mesa, CA

Registered advisers within 25 miles of La Mesa, CA.

Offices
1,122
Firms
479
Combined AUM
$18.2T
Firm-wide filings, not assets booked only here
Clients
91.7M
91,686,233 clients when Item 5C has a number
Avg / client
$199.0K
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
ALPHA & OMEGA
VOYA FINANCIAL ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
7 STREETS FINANCIAL, LLC
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
INVICTA FINANCIAL GROUP
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC

Investors

Juan Carlos Mendez Castro
ATHANASIOS K PREOVOLOS
FIEL ARMANDO BARROW
Wesley Alan Schevers
MICHELE ANNE MEDUGNO
Gabriel Garcia
Troy Darrock
JOEL LESLIE ROHN
JEFFREY GUS CARLOS
CHRISTINE LISA DELLACATO
Anette Schol-Bermel
TRAVIS SHAWN LEWIS
MIRYANA TRGO
RAYMOND KENT DEXTER
GERAD RYAN MOWREY
ERIN KLISSER ARELLANO
KIMBERLY CHARMAYNE KUREK
JEFFREY PHILLIP NAIMAN
GLENN ALAN MOREY
Tom Nicholl
BETH LIPMAN WESTBURG
LAURIE LIPMAN
Anja Spillane
Alin Goryoka
Marianna Torreblanca
Maureen L. O'Donnell
LEIGH BENNETT HARNS
ROBERT ARTHUR KOBA
THIAGO MORAES GARCIA

Within 25 miles of La Mesa, CA, Best Investors lists 479 registered investment advisory firms with 1,122 offices nearby, managing about $18.2T in combined regulatory AUM across 91,686,233 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 La Mesa

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM