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Best financial advisors in Perris, CA

Registered advisers within 25 miles of Perris, CA.

Offices
509
Firms
157
Combined AUM
$12.2T
Firm-wide filings, not assets booked only here
Clients
1.59M
1,590,208 clients when Item 5C has a number
Avg / client
$7.69M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
THE SULLIVAN GROUP
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC
FARMERS ASSET MANAGEMENT, LLC
KARL SCHORR WEALTH MANAGEMENT, LLC
ROYAL AMERICAN FINANCIAL ADVISORS, LLC
GRADIENT ADVISORS, LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

KRISTOPHER FRANK ROCHA
JOSE MANUEL RIVERA
Daniel Andrade
Juan Gabriel Rodriguez
RICHARD JEAN BOURGOUIN
SEAN ANTHONY LEHMANN
DARREN MATT YORK
Rodrigo Herrera
EFREN VINCENT MARTINEZ
JEFFREY ROLAND BEAULIEU
DARREN PARKER GUNNELL
John Keller
SCOTT CHRISTIAN BUCHANAN
Ryan Christian Buchanan
SEEMA SETHI
THOMAS EVERETT STEELE
Wayne D Oberle
Michael R. Mair
MICHAEL ALLEN TAMAYO
Deborah L McClure
MARK NUNEZ GARCIA
JEREMY IAN TAYLOR
IVETTE PRISCILLA TAYLOR
Eric Esparza
Mobin Mohsini
SHAWN MICHAEL UPTON

Within 25 miles of Perris, CA, Best Investors lists 157 registered investment advisory firms with 509 offices nearby, managing about $12.2T in combined regulatory AUM across 1,590,208 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 Perris

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