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Best financial advisors in Salton City, CA

Registered advisers within 50 miles of Salton City, CA.

Offices
82
Firms
44
Combined AUM
$9.21T
Firm-wide filings, not assets booked only here
Clients
1.29M
1,285,160 clients when Item 5C has a number
Avg / client
$7.17M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
INDEPENDENT FINANCIAL GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
BEACON POINTE ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KEYSTONE PRIVATE WEALTH
INHERENT WEALTH FUND, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
THE WEALTH CONSULTING GROUP
CHARTWELL FAMILY OFFICE, LLC
AGEWISE FINANCIAL INC.
PRIVATE ADVISOR GROUP, LLC
PAMELA PLICK WEALTH MANAGEMENT LLC
MWA FINANCIAL SERVICES INC.
U.S. BANCORP ADVISORS, LLC

Investors

DANIEL ALEJANDRO RAMIREZ
ANDREW ROBERT CLARK
COURTNEY HERSHBERGER
JASON PAUL GORSKI
CATHERINE ANN EKLUND MARES
TAMMIE ELAINE MCFADDEN
TAMARA LYNN SPATES
RYAN PATRICK WILSON
NOEL ALEXA DODGE
GABRIEL AGUIRRE
THOMAS MICHAEL NIXON
Chasen Kaminsky
Bryce John Dalrymple
Eric M Burke
DAVID WILLIAM SCHRAGER
Scott Cole Discount
NANCY R SPIDELL
CAESAR H HERNANDEZ
JANET ROBIN MALACHOWSKY
DEBORAH LYNN TRYON
KELLY E DOUGHERTY
KATHLEEN MARY VALENTINE
TAMARA KELLY BROWN
JAY DARYL WAHLIN
PAMELA DIXON ROBINSON
BRANDT LAURENCE KUHN
MICHELE THIBODEAU SARNA
Gretchen Diane Helsel Drumm
Mathew Kort Kamp
LISA DIANE BEATY
Timothy Todd Luttmers
SHATTUCK FRANKLIN LAMM
MARK WILLIAM THATCHER
Robert Michael Valenzuela
MICHAEL REED MORTENSON
Kelli Kaiulani Cox
Brandon Rosi
JOHN C POLOVICK
CHRISTOPHER RAYMOND RICK
Kurt Mortenson
CAROL EMMA YORK
Jeffrey Gerard Kamys
ROBERT LOUIS IGLEHART
MICHAEL J GOODMAN
GREGORY C HILL
PAUL MICHAEL DORSEY
Mitchell N Rosich
Jeffrey Kyle Soltman
CHARLES Donovan ALFARO
Luke Robert Misselu Polus
DON PHILIP GRIJALVA
WESLEY GORDON SCOTT
LISA ANN DETANNA
LUKE JARED PETRARCA
Joseph Christopher Horner
NEAL BRIAN WILSON
KIMBERLY JO SAFOYAN
Isai Perez
Kristine Rodarte
CRAIG PHILIP MISURADZE
MICHAEL ALLEN GREGG
JOSEPH DALE DAVISON
PAMELA DENISE PLICK
Austin Taylor Beneteau
Victor Hugo Hernandez

Within 50 miles of Salton City, CA, Best Investors lists 44 registered investment advisory firms with 82 offices nearby, managing about $9.21T in combined regulatory AUM across 1,285,160 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 Salton City

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM