Best Investors Account Sign in

Best financial advisors in Oro Grande, CA

Registered advisers within 25 miles of Oro Grande, CA.

Offices
20
Firms
10
Combined AUM
$5.16T
Firm-wide filings, not assets booked only here
Clients
680K
680,038 clients when Item 5C has a number
Avg / client
$7.59M
Combined AUM ÷ clients

Nearby offices

Firms

CENTAURUS FINANCIAL, INC.
EAGLE STRATEGIES LLC
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
INDEPENDENT FINANCIAL GROUP, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

CHRISTOPHER DELBERT MARTIN
CESAR GARCIA
VICTORIA PAIGE MARTIN
CAMERON JOSEPH WOODBURY
ALISHA RAEANN GILLETTE
SUSAN MARIE ROSE
Marilu Hernandez
OSWALDO SAYON
THOMAS KIRK RIDING
BRYANNA ONAWA GLEASON
RALPH BENDER
John R. Ali
Pablo Daniel Martinez
Joseph Ryan Berg
Angel Espino
TOM DANIEL CANCHOLA
Rodney Alvin Sanders
Christian K van Laack
Nicholas Steven Holmes
Tanya Lee Beach
URSULINE H AZUL
John Joseph Doran
David Anthony Doran
YEREL SALDIVAR MORALES
MICHELLE Dawn RICKARD
Denise De La Torre

Within 25 miles of Oro Grande, CA, Best Investors lists 10 registered investment advisory firms with 20 offices nearby, managing about $5.16T in combined regulatory AUM across 680,038 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 Oro Grande

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 8 INDEPENDENT FINANCIAL GROUP, LLC 301 clients · 504 advisers $12.9B AUM