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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

MERRITHEW & THORSTEN, INC.
OSAIC WEALTH, INC.
SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE
CARMEL CAPITAL PARTNERS, LLC
PLANMEMBER SECURITIES CORPORATION
CALTON & ASSOCIATES, INC.
PFS INVESTMENTS INC.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
H.S. FINANCIAL, INC.
COMMONWEALTH FINANCIAL NETWORK
LIGHTCAP FINANCIAL GROUP, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
WILSEY ASSET MANAGEMENT INCORPORATED
JLE WEALTH MANAGEMENT, LLC

Investors

LESLIE ROBERT MERRITHEW
BRANDON ERIC THORSTEN
DAVID SPAULDING BROOKES
DENNIS BREWSTER
Patrick Mylin Bowers
ZACHARY DAVID JONES
JOHN WESLEY SEDBERRY
Susan J Ferrari
Heather C Ring
Jeffrey P. Lovegren
ASHLEY MARIE GAGNE
JAMES FRANCIS THOMAS
VICENTE CESAR COSTOS GONZALEZ
Kenneth Americo Attorri
Maksim Ivanchuk
Sreeni Rao
REBECCA LYN SAFFRAN
Brantley Todd Erwin
OLIVER GREENLEAF STAHL
JAMES L MCKENNA
JENNIFER IBRAHIM APPEL
JONATHAN PETER BOBOLIA
Jason Lewis
Teresa Marie Garrett
Daniel Paul Contreras
ROBERT DELMER SMITH
Vincent Michael Nerone
Gilbert Gil
Melissa Therese Thomas
Glenn Andrew Gardiner
TIMOTHY PESTER
AARON CISTRELLI
WILLIAM ROLFE SHINEN
PAUL ELIOT HONEYCUTT
JOSHUA EARL LIGHTCAP
Tyler Birch
QINGHUA LIU
REN XU
YING ZHU
Tracy D Yang
CHASE MICHAEL WILSEY
BRENT MICHAEL WILSEY

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