Best Investors Account Sign in

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

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KONDO WEALTH ADVISORS, INC
THG SECURITIES ADVISORS, LLC
MURPHY INVESTMENT ADVISORS, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
LOGIC WEALTH MANAGEMENT, LLC
VERA WEALTH LLC
CORRIGIT CAPITAL GROUP
CAPTRUST
CWM, LLC
ROUND HILL ASSET MANAGEMENT INC
LPR CAPITAL, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
ATHENA INVESTMENT MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

RAKESH Surendra PATEL
KENNETH ALFONSO SANCHEZ
Raffi Nicholas Tutuyan
Katrina Anatolyevna Sable
JOANIE RYOKO MORIOKA
AKEMI KONDO DALVI
DAVID FREDERICK MURPHY
HEATHER FRANCINE BRYANT
NESTOR ANDREW TURCZAN
TED HIDEAKI INAGAKI
HARRY CHANG KIM
ROBERT JOHN FLOE
MARJAN NEYESTANI KHAZRA
PAUL BERTRAND SIROIS
DAVID HONG CHUNG
HONG QUOC TRAN
Eric La
EUGENE GONG CHUNG
CHI NMN ZHANG
REX CHAN
YUN CHU CHEN
NANCY LISTIAWAN
Bin Hong
SEN NMN ZHANG
James Raymond Valmonte
Andrew James Costello
Rosanne Costello
SONYA MICHELE O'CONNOR
WILLIAM JOSEPH ROYEA
TIMOTHY ROBERT STRATZ
JOHN THOMAS DIEHL
Brandon P Castille
JACK EDWARD ANDREWS
LACHLAN HUGH CAMERON

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