Best financial advisors in Lucerne Valley, CA

Registered advisers within 25 miles of Lucerne Valley, CA.

Offices

21

Firms

12

Combined AUM

$5.96T

Firm-wide filings, not assets booked only here

Clients

873K

873,202 clients when Item 5C has a number

Avg / client

$6.83M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

41067 BIG BEAR BLVD
BIG BEAR LAKE, CA 92315

18.5 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

486 Leonard Lane
Sugarloaf, CA 92386

18.9 miles away

J.P. MORGAN SECURITIES LLC

19311 Bear Valley Rd
Apple Valley, CA 92308

19.9 miles away

U.S. BANCORP ADVISORS, LLC

19201 Bear Valley Rd
Apple Valley, CA 92308

EDWARD JONES

19015 TOWN CENTER DR SUITE 203
APPLE VALLEY, CA 92308

20.3 miles away

CENTAURUS FINANCIAL, INC.

16191 KAMANA ROAD SUITE #202
APPLE VALLEY, CA 92307

21.3 miles away

EAGLE STRATEGIES LLC

16031 TUSCOLA ROAD SUITE 2D
APPLE VALLEY, CA 92307

21.3 miles away

EDWARD JONES

12138 Industrial Blvd Suite 205
VICTORVILLE, CA 92395

22.2 miles away

J.P. MORGAN SECURITIES LLC

12690 Hesperia Rd
Victorville, CA 92395

22.5 miles away

EDWARD JONES

12550 HESPERIA RD STE 210
VICTORVILLE, CA 92395-0000

22.6 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

12530 Hesperia Rd Suite 214
Victorville, CA 92395

22.6 miles away

U.S. BANCORP ADVISORS, LLC

12113 Hesperia Rd
Victorville, CA 92395

22.7 miles away

J.P. MORGAN SECURITIES LLC

17317 E. MAIN STREET
HESPERIA, CA 92345

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

17291 MAIN ST
HESPERIA, CA 92345

U.S. BANCORP ADVISORS, LLC

14821 7th St
Victorville, CA 92395

23.5 miles away

LPL FINANCIAL LLC

14800 LA PAZ DR
VICTORVILLE, CA 92395

23.9 miles away

LPL FINANCIAL LLC

14250 7TH STREET
VICTORVILLE, CA 92395

24.1 miles away

LPL FINANCIAL LLC

15437 ANACAPA ROAD
VICTORVILLE, CA 92392

24.5 miles away

WELLS FARGO CLEARING SERVICES, LLC

15368 ROY ROGERS DR
VICTORVILLE, CA 92394

24.5 miles away

INDEPENDENT FINANCIAL GROUP, LLC

15505 W. SAND STREET SUITE 102
VICTORVILLE, CA 92392

24.5 miles away

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

J.P. MORGAN SECURITIES LLC

U.S. BANCORP ADVISORS, LLC

CENTAURUS FINANCIAL, INC.

EAGLE STRATEGIES LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

INDEPENDENT FINANCIAL GROUP, LLC

Investors

Jamie Ann Wolcott Peters

ROSANA CATALINA LAMBERTINI

Jonathan David Obera

URSULINE H AZUL

Tanya Lee Beach

John Joseph Doran

David Anthony Doran

CHRISTOPHER DELBERT MARTIN

VICTORIA PAIGE MARTIN

CAMERON JOSEPH WOODBURY

ALISHA RAEANN GILLETTE

Christian K van Laack

Nicholas Steven Holmes

Joseph Ryan Berg

TOM DANIEL CANCHOLA

Rodney Alvin Sanders

Denise De La Torre

MICHELLE Dawn RICKARD

Pablo Daniel Martinez

Marilu Hernandez

BRYANNA ONAWA GLEASON

SUSAN MARIE ROSE

THOMAS KIRK RIDING

Within 25 miles of Lucerne Valley, CA, Best Investors lists 12 registered investment advisory firms with 21 offices nearby, managing about $5.96T in combined regulatory AUM across 873,202 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 Lucerne Valley

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM