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Best financial advisors in Lake Arrowhead, CA

Registered advisers within 25 miles of Lake Arrowhead, CA.

Offices
238
Firms
69
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
1.46M
1,457,413 clients when Item 5C has a number
Avg / client
$8.02M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
ALPHASTAR CAPITAL MANAGEMENT
LPL ENTERPRISE, LLC
INTEGRITY ALLIANCE, LLC.
CENTAURUS FINANCIAL, INC.
OSAIC WEALTH, INC.
PROSPERA FINANCIAL SERVICES, INC.
KWB WEALTH
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

CAROLYN YVONNE JENKINS
Kimberly Nicole Romo
Tommy Donald DeGraw
FRANCIS ALBERT REINHARD
R C CHAVEZ
Phillip Levy
Denise De La Torre
MICHELLE Dawn RICKARD
Pablo Daniel Martinez
JONATHON GONZALES
SUTHIPONG ROBERT CHITRATHORN
Reese Benjamin Kitchen
Logan Scott Sadler
BRYANNA CAMILLE SHIRLEY-LOZANO
DAMIAN VARGAS LOZANO
DAVID R MILLER
SAM SIU-HONG YOUNG
JAMES THOMAS RINER
REGINALD JACKSON
LARRY DEAN HOATSON
ANNA JEAN ANDERSON
JASON E GOLEMBESKI
JEFFREY PAUL AMBERG
KALLIE NICOLE RAWSON
DAVID EUGENE SMITH
CHARLES EDWARD PAINTER
STEVEN DANIEL GORMLEY
Aaron Mathew Garcia
Leslie Marie Carnahan
DIANA LYNN SAILLER
MICHAEL NABIL RAZZOUK
Claire Lucchese
RACHEL ALISA BUBB
Ricardo Salinas
QUENTIN KERRICK BUBB
KERRICK WALTER BUBB
TINA MARIE DOBRINEN

Within 25 miles of Lake Arrowhead, CA, Best Investors lists 69 registered investment advisory firms with 238 offices nearby, managing about $11.7T in combined regulatory AUM across 1,457,413 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 Lake Arrowhead

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