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Best financial advisors in Palomar Mountain, CA

Registered advisers within 25 miles of Palomar Mountain, CA.

Offices
155
Firms
61
Combined AUM
$7.20T
Firm-wide filings, not assets booked only here
Clients
1.05M
1,050,550 clients when Item 5C has a number
Avg / client
$6.85M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRI-AD CAPITAL MANAGEMENT I, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
ENDURING WEALTH ADVISORS
NATIONAL RETIREMENT INSTITUTE
CME STRATEGIC WEALTH MANAGEMENT
GC ASSET MANAGEMENT
LAW OFFICE OF JAMIE TOWNSEND
WOLFGANG CAPITAL

Investors

Chad Lawrence Escobedo
DANIEL SPENCER VENNE
JAIME CHRISTOFFERSON NIESLEY
FREDRICK THOMAS WOLLMAN
DAVID MURRAY DUDLEY
Meeta Natverbhai Patel
Michael Deon Batchelor
PAVAN VARSHNEY
Alexander Andrew McMullen
Erin K McMullen
ADAM JASON HENDERSON
MICHAEL STEPHEN BUTSKO
BRIAN PATRICK FINLEY
Christopher J. Barbata
JAMIE ELIZABETH STAIRS
KATHY K JURGENSEN
JENNIFER THOMAS
Russell Byrom
Rachel Anne Currington
JASREEN K SIDHU
JEFFREY ALEXANDER TODD
ALAN J. MEYER
JOSE LEE LASZLO
MARK RONALD TRACY
MONA HURTADO
RALPH BENDER
JACK RUTLEDGE
AMBER SMITH
RONALD Y HIDAYAT
LEE-ANN HODAPP
TOBY DUANE FERNER
TIFFANY SAXON-SANDOVAL
SANDRA MELENDREZ SAENZ
JON CHARLES FRANDELL
JOSEPH ARNOLD VIGNONI
ROBERT BENDER
Nattalie Villarreal
Michael Sheron
Yvette Spillman
CLETUS ENYINIA EMEZIEM
GLENN ANTHONY CUNNINGHAM
RANDALL SCOTT HOUGHTON
Jamie Rebecca Townsend
Ryan Cole Mizer
Travis Cramer
ZACHARY WOLFGANG HERZOG

Within 25 miles of Palomar Mountain, CA, Best Investors lists 61 registered investment advisory firms with 155 offices nearby, managing about $7.20T in combined regulatory AUM across 1,050,550 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 Palomar Mountain

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM