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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

CLIFFORD SWAN INVESTMENT COUNSELORS
PRIMECAP MANAGEMENT CO
CITIGROUP GLOBAL MARKETS INC.
GWN SECURITIES INC.
PRIME CAPITAL FINANCIAL
SCOUT WEALTH ADVISORS LLC
LPL FINANCIAL LLC
BRUMM FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
CALIFORNIA CAPITAL MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
FLAHERTY & CRUMRINE INCORPORATED
COMMONWEALTH FINANCIAL NETWORK

Investors

LLOYD KATHARINE WONG
LESLIE ANN MANUEL GUTIERREZ
David Yi-Yen Lin
CHARLOTTE CHEIM ANTEN
ELLIOTT CURTIS HOLLINGSWORTH
GEORGE EDWARD HASBUN
RANDALL LEE ZAHARIA
KATHLEEN GILMORE
BILLY J.H. YEH
KEVIN JAMES CAVANAUGH
Raymundo Flores
Austin Highsmith Gewecke
Raymond Gilbert Torres
PETER JAMES BOYLE
MAXWELL RAMSEY PRAY
Murcy Ya Ni Huang
ROGER LELAND (JR) GEWECKE
Kristen LaSasso
ANDREW CHAN
TONY KUNGPO YANG
JINGXUE LIANG
SHAMINDER SINGH DHINDSA
MARIO REYNALDO REINA
NATHANIEL THOMAS KIRK
ROBERT KADE MARRIOTT
Kevin Yardumian
NICHOLAS HENRY STONNINGTON
NICHOLAS HENRY STONNINGTON
NHA DOAN PHUOC TON NU NGUYEN
MAYA LEE POCKER
GIL OREN POCKER
KARINAITZEL AYALA LOPEZ
DONNA MARIE GADDIS
KEVIN EDWARD MARTINEZ
BENJAMIN ALFRED LEMON
FELIKS REYTBLAT
JOHN JOSEPH POLWREK
JOSEPH KANAN POLWREK
LINDA KANAN POLWREK
ROBERT A CLAROS
DONALD WILLIAM ELLIOTT
BRADLEY MARSHALL
DENIS J BRUMM
RYAN HENRY MAYER
EMILY ELIZABETH LOGAN
Amir Tavakol
Tara Helen Koda
BRADLEY JAY SALO
Peter Tsu
TING Y WANG
WEI JING
Kevin Duong
WENBO JIANG
WILLIAM CHENG WU TUNG
JAI LINH HUYNH
Lilly Tung
HELEN HUI ZHOU
STEVE LEE
TINA HWANG
Kingsley Wong
Nicole Shao
Leilei Chen
BRIAN L ZHU
OLIVER Y TAO
Eric Ma
Chun Gu
DAN LIU
JIA NI
CHINGPAO CHANG
TIMOTHY ALAN JOHNSON
CHRISTOPHER LEE WILLIS
PHILIP STEWART GLEASON
WHITNEY L VISGER
NICOLE TAYLOR RYAN
COLIN STEPHENSON MACKENZIE
AUSTIN PARK
JEFFREY JAY PORTER
PAUL REYNOLD CYGAL
JAMES STUART OLSON
MATTHEW BRYAN DUPON
THERESA MARY CHRISTINE MAHONEY
SCOTT ELLIOTT MILLER
Arin Hovanesian
LEO PUI HONG WAI

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