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Best financial advisors in Menifee, CA

Registered advisers within 25 miles of Menifee, CA.

Offices
226
Firms
80
Combined AUM
$9.49T
Firm-wide filings, not assets booked only here
Clients
2.10M
2,097,941 clients when Item 5C has a number
Avg / client
$4.53M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PFS INVESTMENTS INC.
CITIGROUP GLOBAL MARKETS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
BEACON POINTE ADVISORS, LLC
TRICORD ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

Anthony Monaco
GARTH ANDREW WALLACE
AMANDA RENEE SMITHBERG-URBAN
TAMIE LYNN LA TORRE
JOHN RANDALL SOWARD
ASHLEY NICOLE KLEIN
DOUGLAS WILSON GROVER
DON PETER STALKER
LAWRENCE STEVEN RUIZ
CHRISTOPHER HEBBARD MACARTHUR
ENDA VERES
LENG M LO
ADOLFO SALDANA
BRIAN GARCIA
Carmencita Protacio Calaway
Yuming Su
PETER JOHN FALCONE
TODD LANCE DREYER
Roston Ted Willis
FREDERICK ROY HOFFMAN
NICHOLE MICHELLE DIAZ
Poonam Walia
Arturo Centeno
IDABEL BURGOS
Ivan Castaneda Valle
Kelly Marie Lind
LAURA ELIZABETH BARKLEY
JOSEPH FRANCIS LYONS
Jeremiah J Lee
Lesley Garduno Hernandez
Christopher Mark Marsh
RANDY KING BARKLEY
STEVEN SCOTT KANOUSE
Carter Richard Anderson
CHRISTIAN THOMAS GOLDMAN
JESUS RAUL SANCHEZ
ASUNCION ESPIRITU MARTINEZ
Pedro Arellano
MIKE BARRON MC COY
ARLETTE NEALOHA OBERG

Within 25 miles of Menifee, CA, Best Investors lists 80 registered investment advisory firms with 226 offices nearby, managing about $9.49T in combined regulatory AUM across 2,097,941 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 Menifee

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM