Best Investors Account Sign in

Best financial advisors in Murrieta Hot Springs, CA

Registered advisers within 25 miles of Murrieta Hot Springs, CA.

Offices
554
Firms
237
Combined AUM
$14.0T
Firm-wide filings, not assets booked only here
Clients
2.73M
2,729,655 clients when Item 5C has a number
Avg / client
$5.11M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ATHENA WEALTH MANAGEMENT
FOUNDATIONS INVESTMENT ADVISORS LLC
GIBBS WEALTH MANAGEMENT, LLC
CLG LLC
INDEPENDENT FINANCIAL GROUP, LLC
EDWARD JONES
NWF ADVISORY SERVICES INC
DAVIES FINANCIAL ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
SHIFT 4 ADVISORS, INC.
STRATOS WEALTH PARTNERS, LTD

Investors

KARL THOMAS JOHNSON
Vezafina Angeles Kirby
Alejandro C Martinez
FRANKLIN WOODY MOTTE
TIFFANY PIFER MARKOWSKI
ARNOLD R. ALDUS
Roland Ortiz
Ivan Russell Thornberry
LISA GAIL BRUMFIELD
MICHAEL LOUIS BISHOP
STEVEN EDWARD LEBARON
Federico Bejar
CATHERINE S DEEL
MICHAEL DAVID BROWN
ANDREW JAMES DAVIES
BENJAMIN ABEL GOODE
VICTOR SHAWN COLLINS
PAUL THOMAS DUNNICLIFFE
Allen Frank Montemagno
Lyndsay Davies
Justin Simmons
KYLLE DUANE LITTLE
RHONDA KAY MAXWELL

Within 25 miles of Murrieta Hot Springs, CA, Best Investors lists 237 registered investment advisory firms with 554 offices nearby, managing about $14.0T in combined regulatory AUM across 2,729,655 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 Murrieta Hot Springs

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