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Best financial advisors in Pinyon Pines, CA

Registered advisers within 25 miles of Pinyon Pines, CA.

Offices
102
Firms
49
Combined AUM
$9.34T
Firm-wide filings, not assets booked only here
Clients
1.25M
1,246,489 clients when Item 5C has a number
Avg / client
$7.49M
Combined AUM ÷ clients

Nearby offices

Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
DESERT FINANCIAL PLANNING
BDC INVESTMENT ADVISORS, LLC
BORACCHIA WIVIOTT WEALTH PARTNERS LLC
J.P. MORGAN SECURITIES LLC
FORTEM FINANCIAL GROUP, LLC
FLC CAPITAL ADVISORS
MARSHA LEE & COMPANY,INC.
LOTUSLAND PROPERTIES
RAYMOND JAMES & ASSOCIATES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MACLEAN CAPITAL ADVISORS, LLC
THE KOCEN FINANCIAL GROUP, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

GARTH O YOUNG
Harmony Star Bozes Sherlock
WILLIAM CHRISTOPHER LACY
SAMUEL JOHN FAHSHOLTZ
NANETTE JANE CONRADI
TIMOTHY ANTHONY SCOTT
ERICA L ESPINOLA
NICHOLAS CHARLES MAFFEO
RONALD MURRAY MILLSPAUGH
ANTHONY JOHN MADDELINA
BENJAMIN DOUGLAS PAPINAW
NANCY LORRAINE BRAUN ROMO
RHONDA ANN MADDELINA
CLAUDIA LARES-JIMENEZ
TYLER SHIGENAGA
DOUGLAS JAMES VOLLMER
MARK HARLAN WEBSTER
RONALD GEORGE SEE
KATHRYN MARIE PANCOAST
PATRICIA VERA CHABOT
STEVEN P LERMAN
JULIE CHRISTINE VALENZUELA
MARY ALICE HANSENFARIS
DAVID ALLAN JAGER
Virginia L Nelson
WILLIAM JOHN HANSEN
LEA L WIVIOTT BORACCHIA
MARC ALEXANDER BORACCHIA
Jennifer R. Pyle-Suafo'a
David Ransom
NADYNE REBECCA ABUBO
JOSEPH GIORGIO ROMANO
BRIAN PAUL AMIDEI
BRETT CARLTON D'ORLANDO
MAX A BRIGGS
DANIEL ROBERT BRUSH
DANIEL ALBERT NEIL
BRIAN WILLIAM HEUBLEIN
MARSHA LEE
Adam Ochoa
ELISA GRANOF SCHWARTZ
VERONICA Y BORDERS
ROBERT GORDON TANNER
RUAIRI M CLERKIN
TODD G SHERMAN
Venetta Lee Reyes
ANTONIETA S SANCHEZ
TASHA K POSA
MICHAEL DAVID HARRIS
FRANCESCO BIASI
John M Haddock
Roberto Santos
JON-MARC BLALOCK
ROSALIN MARIE SCHILLER
DIANE SUZANNE VALENZUELA
Paul L Meinhold
RICHARD WILLIAM POST
AUGUSTINO SUAFOA
John Eric Thomas
Deanna Trang
CHRISTIAN ANDREW ALEXANDER MACLEAN
BRETTE HELBIG MACLEAN
Halle Lauren Carter
Jeremy Arthur Kallmann
David Tsikman
PENNY JACQUELINE HOUSEMAN
JOHN BARTHOLOMEW WILLS
Philip Gene Goodge

Within 25 miles of Pinyon Pines, CA, Best Investors lists 49 registered investment advisory firms with 102 offices nearby, managing about $9.34T in combined regulatory AUM across 1,246,489 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 Pinyon Pines

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM