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Best financial advisors in Ontario, CA

Registered advisers within 25 miles of Ontario, CA.

Offices
1,412
Firms
406
Combined AUM
$15.2T
Firm-wide filings, not assets booked only here
Clients
3.07M
3,068,527 clients when Item 5C has a number
Avg / client
$4.96M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
AEONIAN CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AUSDAL FINANCIAL PARTNERS, INC.
DAVID DE KOEKKOEK, CFP, EA
TRANSAMERICA FINANCIAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BRIGHT LEGACY LLC
SHAH WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC
CITIGROUP GLOBAL MARKETS INC.

Investors

Jamie Louise Harwood
JOSEPH TIM TOBIN
SHIH YUIN LIU
Carlos F Rivera Alvarez
CHRISTIAN JOE HERNANDEZ JACOBO
RICK DAVID MARTINEZ
Javier Lopez
Ruben E Munoz
VICTORIA IVY RENNE
BENJAMIN NAVARRO
KRISTI HWA KIM
Brian S Steen
Mary Kathleen Caporale
Sichen Li
Cristopher Evan Cuevas
Siddharth Pravin Shah
MARIA Y OJEDA PARTIDA
ARPY MONTU RAVAL
Nihar Shah
Carlos E. Rojas
KEVIN ZIJIAN CHEN
WEIHSIUNG LIANG
ROBERT GENE LEE
SUZANNE WONG
ISAIAH LAVARR WILLIAMS
MARISELA FRAIRE GONZALEZ
LAURA VASQUEZ
Chun H Ng
Yen Chun Chen
MICHAEL BARRAZA

Within 25 miles of Ontario, CA, Best Investors lists 406 registered investment advisory firms with 1,412 offices nearby, managing about $15.2T in combined regulatory AUM across 3,068,527 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 Ontario

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