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Best financial advisors in Poway, CA

Registered advisers within 25 miles of Poway, CA.

Offices
1,370
Firms
556
Combined AUM
$18.8T
Firm-wide filings, not assets booked only here
Clients
91.8M
91,848,911 clients when Item 5C has a number
Avg / client
$205.1K
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
FONTE FINANCIAL ADVISORS
CENTERED FINANCIAL
ANTONE ASSET MANAGEMENT, INC
OSAIC WEALTH, INC.
INTEGRATED WEALTH CONCEPTS LLC
TRAJAN WEALTH, L.L.C.
INDEPENDENT FINANCIAL GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SIKORSKI WEALTH MANAGEMENT, LLC
TORREN MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CRAIG V. CASTANOS CPA
LIGHTCAP FINANCIAL GROUP, LLC
GLOBAL RETIREMENT PARTNERS LLC

Investors

Sandy H Bayne
Raquel R. Fang
Jose Carlos Lopez Villa
USMAN AHMED
Dennis J OConnell
GUSTAVO A DELAFUENTE
RENATA BARBARA JASKIEWICZ
Mykala Beth Rubey
Diego Diaz
JUSTIN ANTHONY RECKERS
GARY NICHOLAS ANTONE
JAKOB HOLLINGSHAUS
KATHRYN JILL CHRISTENSEN
ROBERT ANTHONY SANTORIELLO
JOHN PHILLIPS PALADINO
MICHAEL SEAN HAIG
ZACHARY JOHN DISKIN
KELLY M. MORRIS
TIMOTHY J. LACKEY
JERAN SCOTT VAN ALFEN
DAVID PAUL HUDSON
EDWIN COURTNEY MCCLURE
EVAN HENNESSY
Alex Matthew Zubak
Jesse Drew Sikorski
Kyle Maurice Kiser
DARREN MICHAEL REINIG
Ryan Lawler
Lura Jae-Nicole Marrs
Heather Rose Nicholas
Brandy Clements-Corder
William Benjamin Corder
Calen James Ketcham
Michael Alan Manning
CRAIG VINCENT CASTANOS
JOSHUA EARL LIGHTCAP
Tyler Birch
DIANA YVETTE GONZALEZ
DANNY EARL THOMAS

Within 25 miles of Poway, CA, Best Investors lists 556 registered investment advisory firms with 1,370 offices nearby, managing about $18.8T in combined regulatory AUM across 91,848,911 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 Poway

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM