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Best financial advisors in Moreno Valley, CA

Registered advisers within 25 miles of Moreno Valley, CA.

Offices
375
Firms
111
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
1.76M
1,755,990 clients when Item 5C has a number
Avg / client
$7.21M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
FARMERS ASSET MANAGEMENT, LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
VIRTUE CAPITAL MANAGEMENT, LLC
EAGLE STRATEGIES LLC
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

ANGELICA BARRAZA-PENUELAS
Rodrigo Herrera
DARREN MATT YORK
John Keller
John Robert Schirner
GERALD DOUGLAS WATSON
Wayne D Oberle
MARK NUNEZ GARCIA
Eric Esparza
FLOYD D PETERSON
Jason Flanagan
THOMAS MICHAEL LOZA
STEVEN WILLIAM BECK
KRISTOPHER FRANK ROCHA
JOSE MANUEL RIVERA
Jorge Everaldo Lopez Rivera
Enrico A Tolson
JEFFREY ROLAND BEAULIEU
DARREN PARKER GUNNELL
Adrian David Padilla
Bryan Robert Cooper
GREGG MITSUO KOBASHIGAWA
JOSHUA LEE MCCOY

Within 25 miles of Moreno Valley, CA, Best Investors lists 111 registered investment advisory firms with 375 offices nearby, managing about $12.7T in combined regulatory AUM across 1,755,990 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 Moreno Valley

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