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Best financial advisors in Palo Verde, CA

Registered advisers within 50 miles of Palo Verde, CA.

Offices
17
Firms
11
Combined AUM
$2.86T
Firm-wide filings, not assets booked only here
Clients
394K
394,206 clients when Item 5C has a number
Avg / client
$7.26M
Combined AUM ÷ clients

Nearby offices

Firms

VALLEY WEALTH STRATEGIES, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
SOUTHERN PACIFIC ASSET MANAGEMENT L.L.C.
CWM, LLC
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
INVICTA FINANCIAL GROUP
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

BROC WAVRA
Francisco Isaac Cossio-Franco
DALE GRANT HOWARD
TRISHA HOWSE
DANIEL PAGE MISENHIMER
MELISSA TOLER SHORT
Helen Carol Tanner
STEVEN SCHULTE
Michael Edgar Weiser
Valarie Anne Donnelly
Shawn McKeown
George Davis
Adrian Elder
THOMAS RUSH
Timothy Avila
DERIC EDWARD MILLIS
Jackson Trey Dewbre
Brian James Butcher
Maria Giovanna Reed
Alma Karina Urias
Sarah Nicole Ramirez
Jacob Echols
JOE KIN FOO LAU
CATHERINE ELAINE NUETZI
MARSHALL REED LOHRENZ
DANIEL CRAIG PARKS
Ronald Michael Dennis
BARRY DOUGLAS TODD
Sandi Ilene Goldhamer
Alexander Joseph Chavez
DOYEL NMN PRICE
BENJAMIN ALEXANDER WILLIAMS
RYAN PATRICK DANIELS
SCOTT L HULL
LYDIA MARIE PADILLA
KAROLYN DIANE MAYRANT
Saul Jesus Unzueta
BRETINA ELAINE DEANDA

Within 50 miles of Palo Verde, CA, Best Investors lists 11 registered investment advisory firms with 17 offices nearby, managing about $2.86T in combined regulatory AUM across 394,206 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 Palo Verde

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 CWM, LLC 248 clients · 642 advisers $50.6B AUM 6 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 483 clients · 380 advisers $12.8B AUM