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Best financial advisors in Montrose, CA

Registered advisers within 25 miles of Montrose, CA.

Offices
2,330
Firms
1,078
Combined AUM
$27.1T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,498,199 clients when Item 5C has a number
Avg / client
$7.76M
Combined AUM ÷ clients

Nearby offices

Firms

VON ADELUNG WEALTH MANAGEMENT
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
INDEPENDENT FINANCIAL PARTNERS
CREATIVE CAPITALISTS, INC
LOMBARD STREET CAPITAL MANAGEMENT GP, LLC
OSAIC WEALTH, INC.
BROOKSTONE CAPITAL MANAGEMENT LLC
THE AMERIFLEX GROUP
CITIGROUP GLOBAL MARKETS INC.
CETERA INVESTMENT ADVISERS LLC
GLEN AULIN MANAGEMENT, LLC

Investors

Gray von Adelung
Trevor Lalisan
ARTONO BUDHIMAN
VAHE MOVSESYAN
CHRISTOPHER CHARLES ANDREW ARISTO
TIGRAN ELOYAN
Edward J Hawrylo
Yuvraj Kataria
ROXANNA MARTINEZ
Mitchell Eric Hedlund
Alexander Mineros
John B. Darmanian
HENRY HUDSON NORMAN
ANUSH HADDADIAN
KEITH A HAYS
JOHN ROBERT MARSHALL
Sierra Kristine Lindman Marshall
Peyton Lindman Marshall
MAURO MICHAEL D'AMICO
FRANK ANTHONY VIRGALLITO
THOMAS KIM
LOUIS ANTHONY SCLAFANI
GRANT ALAN SCLAFANI
Sean Mounce
Leonard John Achenbach
Robert Estepanian
RICARDO EIJI HIGUCHI
Daniel T. Devonald
NINA BABAYAN
PETER TRAN

Within 25 miles of Montrose, CA, Best Investors lists 1,078 registered investment advisory firms with 2,330 offices nearby, managing about $27.1T in combined regulatory AUM across 3,498,199 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 Montrose

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

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM