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Best financial advisors in Lytle Creek, CA

Registered advisers within 25 miles of Lytle Creek, CA.

Offices
422
Firms
121
Combined AUM
$12.0T
Firm-wide filings, not assets booked only here
Clients
2.54M
2,540,607 clients when Item 5C has a number
Avg / client
$4.74M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
OSAIC WEALTH, INC.
STRATEGIC ADVISERS LLC
PFS INVESTMENTS INC.
CITIGROUP GLOBAL MARKETS INC.
U.S. BANCORP ADVISORS, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC

Investors

JESSI JAMES YZAGUIRRE
Jerome B Wilson
Adam Antekeier
Ismael Navarro
RICHARD ASHLEY PELFREY
AHMED RAZI
JAMES A SHORT
Michael Laffin
ELIZABETH GAMEZ
Ivan Flores
Damon B. Hopkins
RIGOBERTO FERNANDEZ
ROBERT A SALES
RENE VENTURA
ANDREW JOSEPH JIMENEZ
DANIEL CABRAL
STEVEN R. LOPEZ
KAISHONTA YVETTE BONADIE
PETER BOULOS
KEITH R. CARR
JOSHUA MUNOZ
THADDEUS OSTROWSKI
JEAN BAPTISTE AFFLACK
GREGG SHEPARD SHERMAN
JESSICA A. RODRIGUEZ
NADER HOSSEINZADEH
VANESSA NAVARRO
JEFFREY NG
HAILEE GENICE ALLEN
ALEX SALAS
DAVID COVARRUBIAS
Erica Vasquez
Shawntrice Catherine Watkins
Fanor Abraham Bohorquez
ALEJANDRO GONZALEZ
TARA HUNG PENG
GREGORY JOHN HEYMAN
Ashkhen Ispiryan
Gor G Antashyan
FAY KOH
Eric Alexander Escobar
VIRGILIO RT GAGALANG
William James Cortus
ROBERT OWEN RADFORD

Within 25 miles of Lytle Creek, CA, Best Investors lists 121 registered investment advisory firms with 422 offices nearby, managing about $12.0T in combined regulatory AUM across 2,540,607 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 Lytle Creek

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