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Best financial advisors in Monte Vista, CA

Registered advisers within 25 miles of Monte Vista, CA.

Offices
1,456
Firms
830
Combined AUM
$17.6T
Firm-wide filings, not assets booked only here
Clients
3.38M
3,380,302 clients when Item 5C has a number
Avg / client
$5.21M
Combined AUM ÷ clients

Nearby offices

Firms

CENTAURUS FINANCIAL, INC.
CWM, LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
THE TILTED FUNDS GROUP, LLC
MORGAN STANLEY
THE WEALTH CONSULTING GROUP
CETERA INVESTMENT ADVISERS LLC
CITIGROUP GLOBAL MARKETS INC.
J-IMPACT LLC
CHINESE ABRAHAM INVESTMENT ADVISORS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
AGATA INVESTMENTS LLC
VENELITE VENTURES, LLC

Investors

KAPIL BHATNAGAR
HECTOR ALAN GAMA
BENJAMIN AVERY JOHNSON
Vinh D. Tran
Phong Ly
YING FANG
Xiaobei Li
ZHEN ZHANG
JAMES HA ONG
ADAM MCCUNE MCAFEE
KAREN JEAN LANDRY
ERIK JAMES JUE
ESTHER C TENG
Whitney Catherine Corbett Rohrer
HO YU Emily LIU
Xianzheng Zhong
Yujin Zheng
LIN YAN
Andrew Everett Bettisworth
ANGELA R. MENDE
ZVART POTOUKIAN
CHARLES E PICKETT
JASON ALVIN DEGROODT
ARDESHIR TOUSSI
ADAM ALEXANDER ANDERSON
JUDY HONG FANG
SUSAN PI-HSIA HUANG-CRAMER
GRACE JIE FENG MA
ANNA WU
Jessica Ka-Ling Yiu
CALVIN TATKWAN WATT
JOSEPH FRANCIS KEENAN
KEN ROSENBERG
JEREMY THOMAS BELNAS
LAM KWOK
YING MEI
FULTON Y CHANG
DOUGLAS CHARLES GILLILAND
JESSICA WEN-QIAN CHANG
MATTHEW EDWARD PARK
XI WANG
RYAN TAKEO KANETOKU
Lilianna T Watt
VINCENT KAFU YIP
KAREN H ZHU
Catherine M Shen
Qizhen Xie
Yupeng Yang
Zipeng Zheng
YANYIN YU
Jeremy Grant Hsia
Diane Joan Baer
Allison A Lee
Eric Zhang
Brian Shih
DEWI H HARTONO
GREG D EDGAR
FRANK FEIPANG AUYEUNG
ERIKA MARLENA TONGES
JULIA JIUYAN LI
HONGMIN LU
STEVEN DO
Debby L Kurniawati
RIVER LI
Kristina Kashuba
HAOYI LUO
DAYNA A. SUMIYOSHI
GEORGE DONALD BETTISWORTH
ANNA DEMARCUS
JASON ALEXANDER DEPRIEST GRAY
LAN NGOC TRAN
HYONGSUK CHOE PAU
XUEMEI QIAN
Ying Sun
Chi Yu Lu
CELINE XIAOLIN CHEN
WILLIAM FUNG
Preeti Sehgal
CINDY SHU-WAY SHI
FIERA NURBAYANI BREIN
Robert W Diaz
RAKESH GUPTA
Christopher Ortiz
JIYAN HU
WAYNE MINH LOI

Within 25 miles of Monte Vista, CA, Best Investors lists 830 registered investment advisory firms with 1,456 offices nearby, managing about $17.6T in combined regulatory AUM across 3,380,302 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 Monte Vista

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