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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

CHARLES SCHWAB & CO., INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
AUSDAL FINANCIAL PARTNERS, INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DAVID DE KOEKKOEK, CFP, EA
BRIGHT LEGACY LLC
EDWARD JONES
PFS INVESTMENTS INC.
ATTIVO LEGACY ADVISORS, LLC
RETIREMENT INVESTMENT ADVISORS INC.
ABRAHAM & CO., INC.

Investors

Shao Ying Wang
Erika Sahagun-Garcia
JEFFREY SCOTT SHARPE
HANK H YU
STEVEN COLE FRANTZ
Christian Terrazas
JAMES ANDREW TERRY
SHANNON KAY SAPP
Maximilian Soares
Jazmine Christine Cardona
Henry Thanh Hong
David B. Yoo
DAVID ALAN STEVENS
JOCELYNE SANDOVAL
ABBEY LAUREN BORBON
RICK DAVID MARTINEZ
WILLIAM GEORGE GRAY
ANTHONY ROBERT PHILLIPS
STEVEN ANTHONY ANTINUCCI
JOSEPH TIM TOBIN
SHIH YUIN LIU
Carlos F Rivera Alvarez
CHRISTIAN JOE HERNANDEZ JACOBO
ARTURO ALVAREZ
Cristopher Evan Cuevas
Brian S Steen
Mary Kathleen Caporale
Andy Samaan
LUIS EDGAR BARKER
ROSEMARIE PEARCE BORSON
FRANK MERCURI
MARK STUART BILLES
Maida M Talens
MARITES DE LEON VELENA
DAVID WILLIAMSON
Brooke N Zasadny
Chelsea Pittman

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