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Best financial advisors in Rancho Mirage, CA

Registered advisers within 25 miles of Rancho Mirage, CA.

Offices
116
Firms
58
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
1.34M
1,343,423 clients when Item 5C has a number
Avg / client
$8.35M
Combined AUM ÷ clients

Nearby offices

Firms

THE WEALTH CONSULTING GROUP
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
THE KOCEN FINANCIAL GROUP, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
FLC CAPITAL ADVISORS
MWA FINANCIAL SERVICES INC.
CYPRESS WEALTH SERVICES, LLC
HARDWORKING CAPITAL ADVISORS, LLC

Investors

MARIA SPIRTOS KINER
Jennifer R. Pyle-Suafo'a
David Ransom
Stephen Yuan-Liang Kuo
David Tsikman
PENNY JACQUELINE HOUSEMAN
JOHN BARTHOLOMEW WILLS
Timothy Shaun Wood
ERNESTO ARCOS
AZUCENA HINOJOSA-DIOSDADO
Virginia L Nelson
MELANIE MARIE VILLENEUVE
BOBBI COLVIN DUFFLE
CLAUDIA LARES-JIMENEZ
Elizabeth Hammer
Curtis Randall Green
Victor Hugo Hernandez
Oscar A Flores Gonzalez
Kimberly Macrina Cruz Quinonez
SHANNON VIRGINIA CURRELL
RICHARD CORONEL
JORDAN VALDEZ VARELA
RAQUEL REYNOLDS
JEREMY J. OFSEYER
Austin Taylor Beneteau
JASON MCCORD NETTLETON
MARC EDELMAN KOVEN
CHRISTIAN BRAD RISENMAY
GREGORY Thomas FRECH
STEPHEN ROSS BIESINGER
JAMES MICHAEL BRAY
BRADLEY JAY ARAVE
DAVID REEDER THATCHER
CLARK STEVEN PENNEY
PENNY ELIZABETH SALAMIDA
MATHEW ALEX MELLIER

Within 25 miles of Rancho Mirage, CA, Best Investors lists 58 registered investment advisory firms with 116 offices nearby, managing about $11.2T in combined regulatory AUM across 1,343,423 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 Mirage

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM