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Best financial advisors in Rancho California, CA

Registered advisers within 25 miles of Rancho California, CA.

Offices
325
Firms
121
Combined AUM
$7.53T
Firm-wide filings, not assets booked only here
Clients
1.30M
1,299,391 clients when Item 5C has a number
Avg / client
$5.79M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
GRANITE WEALTH ADVISORS
EDWARD JONES
NATIONAL RETIREMENT INSTITUTE
CME STRATEGIC WEALTH MANAGEMENT
GC ASSET MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
WOLFGANG CAPITAL
KINGSWOOD WEALTH ADVISORS, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
AMERITAS ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
BRIDGER FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
PFS INVESTMENTS INC.

Investors

DONNA VAIL JUAREZ
Jacob Lew
ROBERT DONALD ERLING
MATTHEW WILLIAM HUNT
Tyler Johnson
WILLIAM BARCLAY BOHMER
Michael John Martin
Brett Jamieson Mallette
LORI LEE HOOPINGARNER
BRENT W LOWE
Mason Gordon Mortimer
Yvette Spillman
CLETUS ENYINIA EMEZIEM
GLENN ANTHONY CUNNINGHAM
RANDALL SCOTT HOUGHTON
Ryan Cole Mizer
Travis Cramer
ZACHARY WOLFGANG HERZOG
Christopher Haddad
LADISLAO JORGE KALMAR
DENNIS MATTHEW ODIN
BRITTON ERICK MELAND
Kalpnesh Patel
ADAM JASON HENDERSON
MICHAEL STEPHEN BUTSKO
BRIAN PATRICK FINLEY
AARON WILLIAM JOHNSON
Allyson Jo Trantum
RYAN JAMES TRANTUM
DAVID MURRAY DUDLEY
Meeta Natverbhai Patel
Michael Deon Batchelor
PAVAN VARSHNEY
Alexander Andrew McMullen
Erin K McMullen
DANIEL SPENCER VENNE
BRIAN MADISON WEAVER
CASEY MADISON WEAVER
TANYA CAMPBELL
RACHEL MARIE VELA

Within 25 miles of Rancho California, CA, Best Investors lists 121 registered investment advisory firms with 325 offices nearby, managing about $7.53T in combined regulatory AUM across 1,299,391 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 Rancho California

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