Best Investors Account Sign in

Best financial advisors in Murrieta, CA

Registered advisers within 25 miles of Murrieta, CA.

Offices
581
Firms
252
Combined AUM
$14.5T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,051,872 clients when Item 5C has a number
Avg / client
$4.75M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
STRATEGIC ADVISERS LLC
EDWARD JONES
WALKER FINANCIAL ADVISORS INC
TICINO WEALTH
REDEFINE FINANCIAL
DI BELLO FINANCIAL
ALTA PACIFIC WEALTH MANAGEMENT LLC
PORTSALUS WEALTH MANAGEMENT
BRIGHT WEALTH ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
CHARLES SCHWAB & CO., INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
FISCALIS ADVISORY, INC.
LPL FINANCIAL LLC
CITIGROUP GLOBAL MARKETS INC.

Investors

Russell Albert Jacobs
KENNETH CHARLES ANNALORO
ASHLEY CHEGREN
JUSTIN A GUERRA
JONATHAN YAKIN FERNANDEZ
MATTHEW DONALD CARLSON
NICHOLAS A. TRENT
CHANDLER BILLMAN
MITCHEL FORTIN
BLAYNE HAVEN DREYER
ADAM JAROS
NEDA TAVAKOLI
JASON PAYNE
ADAM PRESTON
MENGRAN WEI
KYRA HANSON
NICHOLAS D ALOISIO
SHILOH GASKIN
COLIN PETERSON
JUSTIN LE
BRETT BEVAN
RUSSELL OSCAR JOHNSON
SKYLER JAY SWEENEY
DEREK R. STROMBOTNE
CAMILLE DEOL
CHRISTY HATCH
JEFFREY A CLARK
ANTOINETTE NAGHAVI
JESSE ORIS NELSON
QUINCY JOHNSON
KELLY MILLIGAN
Ryan Clay Schwartz
MELANIE M LEE
ANDREW MATUS
JOHN LEAT
SARAH MARIE JAVORSKY
RASHIK ARYAL
JENNA MARINA MIRAMONTES
Corey Ian White
WARREN BOYD ISENBERG
Nicholas Alan Walker
SCOTT DOUGLAS WALKER
IVANNA JHONOVNA BERRIO PAEVA
MICHAEL JOSEPH MASCIORINI
JORDAN MICHAEL MASCIORINI
ROBERT IGNACIOUS PADILLA
MARK JOSEPH ROBLES
JEREMY EVAN PORTNOFF
Sage Aliyah Vincent
HENRY LUONG HOANG
SAMANTHA DAVALOS
LORRAINE MIRANDA SALINAS
CHARLES THOMAS STONE
MICHAEL STANCO
ROBERT GLENN PACKIN
DAVID RICHARD CONROY
MARK CHRIS ALCALA
CHARLES NATHANIEL GOFFIN
PAULO BENITO GARCIA
CODY PAUL VOGE
MICHAEL PETER TUDOR
GARRETT RUSSELL VOGE
MICHAEL SHON HICKEY
NATALIA ALMAZAN
CHRISTINA LOUISE MCDONOUGH
Adam Hout
Brett Jones
Cory Scott Mitchell
Jason Seitz
Bernardo Reyes
Andrew Jacob Marinos
Brian Sognefest
Karen Leigh Jordan
CHASE BRADLEY POLLARD
JAMES JOSEPH RANGEL
George Ramirez
SAMMY BOB CHAU
Brian Alexander Ward
Jocelyn Xiomara Gray
Riley Cearra Wilson
Hien John Trung Le
Dawson James Janeski
ERIC G RITOSSA
Jason Thomas Underwood
David Knos
John Woolway
Skylar Ann Taylor
ERIC EUGENE OWENS
WILLIAM CURTIS BLACKWILL
ROBERT WILLIAM BURNS
MAY YEE JIN
NOAH CORRIGAN BURNS
MARK STEVEN MERRYFIELD
SHARON M DECAMPO
CURTIS JOHN FINNICUM
WILLIAM CARROLL CUTHBERTSON
Sumit Sharma
Matthew Dominick Pusateri
FRANK MARIO AMELIO
NORBERT MANDALUPE GARCIA
CALEB NATHANIEL RUSSELL
ISAIAH KAI MORSE
Stephen Brian Rouse
BRIAN JOHN MCHENRY
ALISON MACNEISH ALMAZAN
CARLOS ANDRES SUAREZ
JON PINCKNEY

Within 25 miles of Murrieta, CA, Best Investors lists 252 registered investment advisory firms with 581 offices nearby, managing about $14.5T in combined regulatory AUM across 3,051,872 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

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