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Best financial advisors in March Air Reserve Base, CA

Registered advisers within 25 miles of March Air Reserve Base, CA.

Offices
406
Firms
118
Combined AUM
$11.9T
Firm-wide filings, not assets booked only here
Clients
1.54M
1,543,583 clients when Item 5C has a number
Avg / client
$7.72M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
FARMERS ASSET MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
VIRTUE CAPITAL MANAGEMENT, LLC
EAGLE STRATEGIES LLC
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC

Investors

John Robert Schirner
DARREN MATT YORK
Jason Flanagan
John Keller
THOMAS MICHAEL LOZA
STEVEN WILLIAM BECK
ANGELICA BARRAZA-PENUELAS
KRISTOPHER FRANK ROCHA
JOSE MANUEL RIVERA
Jorge Everaldo Lopez Rivera
Enrico A Tolson
Wayne D Oberle
MARK NUNEZ GARCIA
Eric Esparza
Rodrigo Herrera
GERALD DOUGLAS WATSON
JEFFREY ROLAND BEAULIEU
DARREN PARKER GUNNELL
Adrian David Padilla
Bryan Robert Cooper
GREGG MITSUO KOBASHIGAWA
JOSHUA LEE MCCOY
Jason Nicholson

Within 25 miles of March Air Reserve Base, CA, Best Investors lists 118 registered investment advisory firms with 406 offices nearby, managing about $11.9T in combined regulatory AUM across 1,543,583 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 March Air Reserve Base

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