Best Investors Account Sign in

Best financial advisors in Lake Elsinore, CA

Registered advisers within 25 miles of Lake Elsinore, CA.

Offices
771
Firms
289
Combined AUM
$14.7T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,742,677 clients when Item 5C has a number
Avg / client
$5.37M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
J.P. MORGAN SECURITIES LLC
KARL SCHORR WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
REGAL INVESTMENT ADVISORS LLC
RAILROAD CANYON INSURANCE AND FINANCIAL SERVICES
PFS INVESTMENTS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
VERTEX INVESTMENTS GROUP
THE SULLIVAN GROUP
ATHENA WEALTH MANAGEMENT
FOUNDATIONS INVESTMENT ADVISORS LLC

Investors

TODD FREDERICK SCHAFFNER
Robert Michael Hickox
Marcelino Talavera
KARL NELSON SCHORR
Daniel Andrade
ELDON GUTIERREZ
RUSSELL ALAN SMITH
Amber Sook Ja Nishida
DENNIS ALFRED KORTE
BRENT AUBREY CORLEW
Irving Alcibar
Vezafina Angeles Kirby
Alejandro C Martinez
FRANKLIN WOODY MOTTE
TIFFANY PIFER MARKOWSKI
KARL THOMAS JOHNSON
ARNOLD R. ALDUS
Mario A. Avila
SEAN ANTHONY LEHMANN
Roland Ortiz
Ivan Russell Thornberry

Within 25 miles of Lake Elsinore, CA, Best Investors lists 289 registered investment advisory firms with 771 offices nearby, managing about $14.7T in combined regulatory AUM across 2,742,677 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 Elsinore

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