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Best financial advisors in Riverside, CA

Registered advisers within 25 miles of Riverside, CA.

Offices
490
Firms
138
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.54M
2,541,428 clients when Item 5C has a number
Avg / client
$5.30M
Combined AUM ÷ clients

Nearby offices

Firms

VALIC FINANCIAL ADVISORS, INC.
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EAGLE STRATEGIES LLC
UBS FINANCIAL SERVICES INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HIGHER IMPACT FINANCIAL, LLC
LPL FINANCIAL LLC
INTEGRATED WEALTH CONCEPTS LLC
PFS INVESTMENTS INC.

Investors

TOM LEE ROSENBAUM
NAIN J PEREZ
TIM ALAN MCDONALD
PETER CHARLES LUPONE
DAVID JONATHAN COCKERAM
COLLINS ROLAPP JONES
KEVIN MATTHEW LANDEN
ROSE BIZARRO
SCOTT ALAN MEINERT
ROEL JAO AGUINALDO
JOSHUA VICTOR CERVANTES
ERIN CHRISTINE GREEN
JAMES GUY FERGUSON
Benjamin Sturkie
YVETTE MARIE GIOVE
Diep Hoang Ba Le
Cole A Green
JONATHAN RICHARD OCONNELL
KYLE D GILBERT
DOUGLAS YOUNG CHA
MARGARET CAPE
CATHERINE C HOLLIFIELD
BRUCE E HIBMA
VICTOR EUGENE KARIDAKES
KATHY LYNN TULLY
RYAN HUGH JAMES MCGRAW
CHRISTOPHER BRANDON TAVARES
Dennis D Egizi
Damian MICHAEL Brown
SCOTT MICHAEL ROBSON
SCOTT JAMES MCINTIRE
SALOMON GONZALEZ
JESSICA LYNN LUNDQUIST
Rita N Pichardo
JERRY QUARTEY PAPAFIO
RAUL ANDREW ABALLI
TY WILLIAM SCHMIDT
MICHAEL A SEPULVEDA
CHRISTOPHER ROSS BARNEY
WHITNEY K ZICK
Juan C Campos
ALEXANDRA RAQUEL DODDS
CHRISTOPHER P FOSTER
Anthony Jaramillo
Tayra Tatiana Martinez
Quang Minh Alex Ta
Cynthia Hedahl
MARK DAVID HUTCHASON
JOSE EMMANUEL TRIANA
Austin Robert Schmidt
JOHN RICHARD BROWN
Lily Li Franco
Carlos Eduardo Rosales Vasquez
Jonathan H Kish
Joseph Dehni
Chun H Ng
Jose Alfredo DelCarmen
MICHELLE Dawn RICKARD
AKSHAYA SURESH SHETH
MICHAEL D SALAZAR
JAMES M KOSAN
MICHAEL ANDREW BATES
Matthew Adam Bates
JAMES STEVEN SHERIDAN
SHANE SHANNON SMITH
Alexander Daniel Kosan
DAVID EVAN FONG
PATRICK MICHAEL LIZZA
MICHELLE SMITH RODGERS
ADAM WALTER GUZKOWSKI
Samantha Madden
KAREN LYNN CHRISTIANSEN
Samantha Meagher
DEREK SCOTT JOHNSON
Cameron Lowe
Micah Lloyd Tokuda
Gordon Scott Cooper
Elizabeth McSparran
ROBERT ANTHONY AMATORE
PEDRO MARTIN
CLARENCE JAMES BANNOWSKY
DAVID MAXWELL
ORALIA VALENZUELA
JEREMY CHRIS GARDUNO
MARK HARLAN WEBSTER
RANDALL D HORD
Eric Michael LaNier
Kevin James Tetley
Robert Lynn Mendez
SCOTT PHILLIP MORRIS
BENJAMIN FORREST GUIZLO
CAMERON COLE VALADEZ
Blake A Smith
CHRISTIAN LEROY SCHANK
Ismael Rojo
RACHEL LYNNE NELSON
DAISY VASQUEZ BOYCE
NANCY MURIEL DORADO CORRALES
JONATHAN RANDOLPH
HARRY CHARLES BALD
GREGORY MATHEW LAMBRECHT
BRANDI EVANS PADILLA
FEIRUZ P ENNABE AYOUB
ADAM H HIRSCH
ROSE ERLENE SANTIAGO
TONEYA ADELLIA MCGINNIS
DARRELL JONATHON HAY
ROCKLINE CHRISTELLE NOYER NGU

Within 25 miles of Riverside, CA, Best Investors lists 138 registered investment advisory firms with 490 offices nearby, managing about $13.5T in combined regulatory AUM across 2,541,428 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 Riverside

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM