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Best financial advisors in La Sierra, CA

Registered advisers within 25 miles of La Sierra, CA.

Offices
1,015
Firms
301
Combined AUM
$14.3T
Firm-wide filings, not assets booked only here
Clients
3.07M
3,067,765 clients when Item 5C has a number
Avg / client
$4.65M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
PLANMEMBER SECURITIES CORPORATION
AMERIPRISE FINANCIAL SERVICES, LLC
IP FINANCIAL ADVISORY SERVICES LLC
EDWARD JONES
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
MARINER INDEPENDENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HUIDONG SECURITIES INVESTMENT CO., LTD
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
CITIGROUP GLOBAL MARKETS INC.
J.P. MORGAN SECURITIES LLC

Investors

MICHAEL ALLEN POWERS
Larry Robert Eye
BRIAN EDWARD JACKSON
JUDITH ANN MOFFITT
THOMAS CAMERON MORGAN
LUIS MANUEL ESPINOZA
Bryce Evan Bunnell
Ann Marie Bakenhus
ERIC MICHAEL BARRETT
Hermann Rojas
Larry DAVID Rollins
Veronica Gauthier
Thomas Adam Elsea
DeanDEAN Royal Sanderson
Steven Coute
Raymond Carl Prospero
Lolla R Long
THOEURN INDY
ANAILSA M PEREZ-PHAM
Jose Alfredo DelCarmen
Fernando Enrico Hirugami
Marcos Celis Garcia
Pedro Arellano
CHRISTIAN THOMAS GOLDMAN
JESUS RAUL SANCHEZ
ASUNCION ESPIRITU MARTINEZ
Kelly Marie Lind
LENG M LO
Poonam Walia
Andrew William Gray
Sulaiman Mayel
Jonathan Huerta

Within 25 miles of La Sierra, CA, Best Investors lists 301 registered investment advisory firms with 1,015 offices nearby, managing about $14.3T in combined regulatory AUM across 3,067,765 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 Sierra

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