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Best financial advisors in Palm Springs, CA

Registered advisers within 25 miles of Palm Springs, CA.

Offices
124
Firms
61
Combined AUM
$12.2T
Firm-wide filings, not assets booked only here
Clients
1.43M
1,428,408 clients when Item 5C has a number
Avg / client
$8.56M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMPASS ROSE FINANCIAL PLANNING & INVESTMENT MANAGEMENT
EDWARD JONES
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
TCP ASSET MANAGEMENT, LLC
U.S. BANCORP ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THINK TANK LLC
PFS INVESTMENTS INC.

Investors

Mark Cory Vivian
ROBERT THOMAS MACHADO
Alexa Vanessa Lawson
Matthew E Howe
BYRON WILLIAM HANCOCK
Sean K Heslin
KERRY RAY HENDRIX
ROBERT JOHN SMITH
Scott Bryant
Michael B. Borders
JENNIFER LYNNE MIRANDA
Martin R Noble
Daniel Bennett Goldman Levine
MELY RAMORAN-HUGHES
Richard LaFerriere
THOMAS WILLIAM GLEESON
ROCCO DILUCCHIO
Philip Gene Goodge
NICHOLAS GORDON LUCE
Benjamin Harris
ERNESTO ARCOS

Within 25 miles of Palm Springs, CA, Best Investors lists 61 registered investment advisory firms with 124 offices nearby, managing about $12.2T in combined regulatory AUM across 1,428,408 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 Palm 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