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Best financial advisors in La Quinta, CA

Registered advisers within 25 miles of La Quinta, CA.

Offices
112
Firms
59
Combined AUM
$12.2T
Firm-wide filings, not assets booked only here
Clients
2.30M
2,298,417 clients when Item 5C has a number
Avg / client
$5.32M
Combined AUM ÷ clients

Nearby offices

Firms

INDEPENDENT ADVISOR ALLIANCE, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NWF ADVISORY SERVICES INC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
DST WEALTH MANAGEMENT LLC
BDC INVESTMENT ADVISORS, LLC
EDWARD JONES
MACLEAN CAPITAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BORACCHIA WIVIOTT WEALTH PARTNERS LLC
FLC CAPITAL ADVISORS
FORTEM FINANCIAL GROUP, LLC

Investors

NADINE MARIE LORD-DIVAN
FRANK LYLE PICKETT
DYLAN TIMOTHY BRENNAN
MIGUEL MELERO
JOHN FREDERICK SLOOP
CHRISTOPHER ALAN CLAPINSKI
MICHAEL JOSEPH BROWN
John M Polovick
Eduardo Gonzalez Perez
MARC LYNN SMITH
Eric Dana Mosser
ALIYAH JARAMILLO
EDWARD RICHARD WOOLERY
Michael Joseph Boden
ROBERT JOSEPH BINKELE
JOHN B BALMER
WILLIAM JOHN HANSEN
Deanna Trang
CHRISTIAN ANDREW ALEXANDER MACLEAN
BRETTE HELBIG MACLEAN
Halle Lauren Carter
Jeremy Arthur Kallmann
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
LEA L WIVIOTT BORACCHIA
MARC ALEXANDER BORACCHIA
MAX A BRIGGS
DANIEL ROBERT BRUSH
DANIEL ALBERT NEIL
NADYNE REBECCA ABUBO
JOSEPH GIORGIO ROMANO
BRIAN PAUL AMIDEI
BRETT CARLTON D'ORLANDO

Within 25 miles of La Quinta, CA, Best Investors lists 59 registered investment advisory firms with 112 offices nearby, managing about $12.2T in combined regulatory AUM across 2,298,417 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 Quinta

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