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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

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
GOLDEN STATE CAPITAL INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
SACKETT WEALTH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MONEY CONCEPTS CAPITAL CORP
U.S. BANCORP ADVISORS, LLC
VALLEY WEALTH STRATEGIES, LLC
J.P. MORGAN SECURITIES LLC
POINT WEST ASSET MANAGEMENT LLC
WESTERN GROWERS FINANCIAL SERVICES
CAPITAL BANK AND TRUST COMPANY
CAPITAL CLIENT GROUP, INC.
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

ROBERT D. CANO
JOHN NEEMAN COURY
SHUTONG CHEN
Hillary LeeAnne Srilamsingha
ARMAND CATALLA BATOCABE
JENNY D. CAO
Chen Kin Cheah
RAYMOND WAI LEE
Michael Dinh
SHAUN JAMES SACKETT
George Ayala
MICHAEL JAMES SACKETT
Delana Gray Paukert
Jenna Patterson
JAMES PAUL KEFALAS
Sunita Ghetia Foley
Sarah C Bevins
Patrick Francis Duignan
KEVIN WALTER VOGT
Sean David Clark
William Lawrence Faith
Brian Hernandez
Michael Cameron McLean
NATASHA ZANDRA PIROZKO
Habib Habibi
RACHEL AMY OWENS
WILLIAM SORNSTEIN
ESTEVAN RUIZ MUNOZ
TARA OLIVIERI
Wesley John Rowlands
FRANK W LU
Jessica Wang
Beiyun Wang
Frank Wen Dah Huang
Jingxian Yu
MATTHEW DAVID LEWIS
Grant Riley Flanagan
SILVIA ALICIA FETTIG
KEVIN GREGORY BROULETTE
SEAN MICHAEL TUPY
STEPHEN LEE CARUTHERS
JACOB MARCUS GERBER
Brett Allan Mountain
Sean Patrick Little
Jose Armando Frausto Gutierrez
Christopher Matthew Schmitt
RAMSEY SAFWAT ISRAWI
Nicholas Danny Romero
Jordan Joseph Liebling
Ignacio Eduardo Brache
Dalia Janine Nofal
Sarah Mackay
Kennedy Shaw
Joshua Roman Huezo

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