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Best financial advisors in Lemon Grove, CA

Registered advisers within 25 miles of Lemon Grove, CA.

Offices
1,096
Firms
472
Combined AUM
$18.2T
Firm-wide filings, not assets booked only here
Clients
91.7M
91,681,104 clients when Item 5C has a number
Avg / client
$198.8K
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
ESI FINANCIAL SERVICES, INC.
VOYA FINANCIAL ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
INVICTA FINANCIAL GROUP
COMMONWEALTH FINANCIAL NETWORK
7 STREETS FINANCIAL, LLC
PETIX & BOTTE FINANCIAL
OSAIC WEALTH, INC.

Investors

SCOTT TITONE KILIAN
MIRYANA TRGO
RAYMOND KENT DEXTER
Anja Spillane
DANIELLE DEMARCE STANTON
MOLLY JO MILLER
Alin Goryoka
STEVEN KENT FARRINGTON
MICHELE ANNE MEDUGNO
Gabriel Garcia
Troy Darrock
JOEL LESLIE ROHN
JEFFREY GUS CARLOS
Anette Schol-Bermel
CHRISTINE LISA DELLACATO
LEIGH BENNETT HARNS
BETH LIPMAN WESTBURG
LAURIE LIPMAN
STEPHEN HARVEY GERIBO
TRAVIS SHAWN LEWIS
Connor Scott Buckley
VICKIE LINN PETIX-REICHERT
PAUL WILLIAM BOTTE
ANDREW WILLIAMS
BRIAN DANIEL DAWIDOWICZ
NICHOLAS AFTON FRAGOSO
BRIAN D HOYT
GREGORY ROBERT BROWN
BRIDY CONDON ORESHACK
NICOLE ANN GILBERT

Within 25 miles of Lemon Grove, CA, Best Investors lists 472 registered investment advisory firms with 1,096 offices nearby, managing about $18.2T in combined regulatory AUM across 91,681,104 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 Lemon Grove

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