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Best financial advisors in La Verne, CA

Registered advisers within 25 miles of La Verne, CA.

Offices
968
Firms
309
Combined AUM
$16.0T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,079,736 clients when Item 5C has a number
Avg / client
$5.18M
Combined AUM ÷ clients

Nearby offices

Firms

COPPELL ADVISORY SOLUTIONS LLC
LPL FINANCIAL LLC
PLANMEMBER SECURITIES CORPORATION
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CREATIVEONE WEALTH, LLC
FINANCIAL DESIGNS CORPORATION
STATE FARM INVESTMENT MANAGEMENT CORP.
TRANSAMERICA FINANCIAL ADVISORS, LLC
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK

Investors

THOMAS VINCENT MEAGLIA
JARRET RODRIGUEZ-CONKLIN
CHRISTOPHER ANGEL ZAMBRANO
THOMAS GEORGE SANDKAMP
EMILIANO CUITLAHUAC SAUCEDA
Edson Arroyo
Fernando Jose Rosales
TODD DANIEL PORTER
Antonio Rafael Rosado
Jason William Laubach
KEVIN PATRICK TOLAN
CHRISTOPHER JOHN LAUBACH
ANDREW SANCHEZ
KELLY ANDREW DUNNAHOO
Carolyn Rebecca Wyatt
Kenneth David Eversfield
Nieke Vandha Nolia Ritonga
Gursharanjit Dhanjal
Peter Attalla
CYNTHIA STAUFFER
VAUGHN GREGORY HEYDEL
NINO GABRIEL PAVAN
BRANDON A MORTON
JASON JOSEPH CORTEZ
Richard Anthony Hansen
KRISTIN MARIE CHARLEBOIS
GARY THOMAS CHARLEBOIS
Juliane Camille Rollon
OPINDER KAUR MARWAH
PRABHJIT SINGH MARWAH
CHRISTOPHER DAVID PUZIO

Within 25 miles of La Verne, CA, Best Investors lists 309 registered investment advisory firms with 968 offices nearby, managing about $16.0T in combined regulatory AUM across 3,079,736 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 Verne

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM