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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

WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
WORKLIFE VENTURES MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAI WEALTH MANAGEMENT
VALLEY WEALTH STRATEGIES, LLC
EDWARD JONES
PLANMEMBER SECURITIES CORPORATION
STRAVIDA WEALTH LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STELLAR ALPHA CAPITAL LLC

Investors

Rem Sarris
JUSTIN GEORGE HARMIER
Ryan Patrick McLaughlin
GREGORY PAUL DAVIS
Carl Cheng
Jack Chen
Xiwen Zhang
KEVIN CHEN
David Kwak
RUCHIR MANESH SHAH
FRANK KUO
Jonathan Ho Wang
Feifei Zhang
li ding
Angel Mendez
JAMES PATRICK RIPLEY
TERRI GRASSI
CHERIE CHIH CHUN WANG
Jeffrey W Albert
Aaron Tucker
Robert Michael Hickox
Hoang Tran
He Fu
KRISTINE LEE
Danny Chen
Marcelino Talavera
EMILIANO CUITLAHUAC SAUCEDA
Jessica Ornelas
DREW RUIZ
JOHNNY MANUEL VALLEJO
KEITH HAROLD OFFEL
Songhee Hong
Mohammad S. Rihan
JIE LIU
Sixun Gu
KIM HUYNH SANCHEZ
CHANGHOON OH
KATHRYN JO HACKNEY

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