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Best financial advisors in Lakeside, CA

Registered advisers within 25 miles of Lakeside, CA.

Offices
1,176
Firms
493
Combined AUM
$18.3T
Firm-wide filings, not assets booked only here
Clients
91.7M
91,692,038 clients when Item 5C has a number
Avg / client
$199.2K
Combined AUM ÷ clients

Nearby offices

Firms

PLANMEMBER SECURITIES CORPORATION
CALTON & ASSOCIATES, INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC
SIMPLIFI, INC.
AURORA WEALTH ADVISORS
GLADSTONE WEALTH PARTNERS
TLG ADVISORS, INC.
LINCOLN INVESTMENT
CETERA INVESTMENT ADVISERS LLC
WILSEY ASSET MANAGEMENT INCORPORATED
JLE WEALTH MANAGEMENT, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
NAVY FEDERAL INVESTMENT SERVICES, LLC
WILLOW CREEK FINANCIAL

Investors

Heather C Ring
Jeffrey P. Lovegren
ASHLEY MARIE GAGNE
JAMES FRANCIS THOMAS
QINGHUA LIU
REN XU
YING ZHU
Tracy D Yang
Aaron David Muther
Jennifer Nguyen
JEFFREY SCOTT LEVINE
ERIC ALLEN SIGDESTAD
LEAH CRYSTAL BURNETT
Timothy Linaugh
JOHN MATTHEW GERGURICH
BRIAN DAVID HAUBENSTOCK
SCOTT TITONE KILIAN
Alexander Le
Katharine Minnie Wong-Conway
PHUONG UYEN PAIK
SIBI JOSEPH
Michael Dinh
JENNY D. CAO
MICHAEL JAMES LORD
CHASE MICHAEL WILSEY
BRENT MICHAEL WILSEY
David P Martin
JOHN DAVID IAMMARINO
KURT JEFFREY SPACKMAN
ARTURO PULIDO
FRANK GUTIERREZ
Stephen Guy Widner
Patricia Osuna Flores
HEATHER ROSE BITNER
Sabrina C Baker
Richard James Ruggieri
Sofia Viotto Biggs
SARAH ANNE SEALEY
JOSHUA JORGE ANTHONY PORRAS
MATTHEW BRUCE AITCHISON
Valerie Marie Vitale
Jacob Tyler Benson
FRANCISCO XAVIER LOPEZ
ORIN MATTHEW GREEN
DEAN BRADLEY KERNUS
CORRINE NICOLE FIELDS
Brett Alexander Nussen

Within 25 miles of Lakeside, CA, Best Investors lists 493 registered investment advisory firms with 1,176 offices nearby, managing about $18.3T in combined regulatory AUM across 91,692,038 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 Lakeside

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM