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Best financial advisors in Loma Linda, CA

Registered advisers within 25 miles of Loma Linda, CA.

Offices
349
Firms
101
Combined AUM
$11.9T
Firm-wide filings, not assets booked only here
Clients
2.50M
2,499,333 clients when Item 5C has a number
Avg / client
$4.77M
Combined AUM ÷ clients

Nearby offices

Firms

CITIGROUP GLOBAL MARKETS INC.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRATED WEALTH CONCEPTS LLC
PROSPERA FINANCIAL SERVICES, INC.
PFS INVESTMENTS INC.
GUIDING WEALTH MANAGEMENT, LLC
LINDSEY FINANCIAL, INC.
SMART INVESTMENTS ADVISORY INCORPORATED
MWA FINANCIAL SERVICES INC.
CORE FINANCIAL ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
KWB WEALTH
LPL FINANCIAL LLC
OSAIC WEALTH, INC.

Investors

Calvin Wu
Lilia Hernandez
DASHAN VON HAYHURST
STEPHON DENELL PIETERS
JOHN BOECK KEEN
KATHERINE VANDER VEEN
JASON LEWIS
ALEXIS HUNDLEY
CHARLIE LOWENBERG
JASON E GOLEMBESKI
JEFFREY PAUL AMBERG
KALLIE NICOLE RAWSON
DAVID EUGENE SMITH
CHARLES EDWARD PAINTER
MARTIN FERRER CORONA
ELIZABETH DOMINGUEZ STANNARD
Luis Efren Razo
KIMBERLY FONG PENDLETON
JONATHAN BENVENISTI
JENNIFER EILEEN HIGGINS
DEBORAH ELIZABETH AMES
RICHARD JAY MAST
JOHN ANTHONY VAIL
NICHOLAS EILERT
Krysten Eilert
SAM S YUE
WILLIAM RAY LINDSEY
BURTON FRANCIS WILLIAMSON
Alicia Christine Arciniega
PAUL DAVID BARRISH
Richard Erl Michael McBurney
PAUL VERNON HENSLER
ANDREW DEVORE BOYD
ROBERT OWEN BOYD
TINA MARIE DOBRINEN
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
LARRY DEAN HOATSON
ANNA JEAN ANDERSON

Within 25 miles of Loma Linda, CA, Best Investors lists 101 registered investment advisory firms with 349 offices nearby, managing about $11.9T in combined regulatory AUM across 2,499,333 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 Loma Linda

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