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Best financial advisors in San Bernardino, CA

Registered advisers within 25 miles of San Bernardino, CA.

Offices
384
Firms
110
Combined AUM
$12.0T
Firm-wide filings, not assets booked only here
Clients
2.54M
2,539,809 clients when Item 5C has a number
Avg / client
$4.72M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EAGLE STRATEGIES LLC
CORE FINANCIAL ADVISORS
ALLSTATE FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
GUIDING WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
CITIGROUP GLOBAL MARKETS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PROSPERA FINANCIAL SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
INTEGRATED WEALTH CONCEPTS LLC

Investors

Phillip Levy
R C CHAVEZ
MARIE FINAZZO JOHNSON
JACK RAY KNIGHT
Richard Erl Michael McBurney
PAUL VERNON HENSLER
ANDREW DEVORE BOYD
ROBERT OWEN BOYD
Sean McMullin
JOHN CHARLES ROBINS
Luis Efren Razo
MARTIN FERRER CORONA
ELIZABETH DOMINGUEZ STANNARD
DOUGLAS PAUL STEPHENSON
WILLIAM LARRY STANDRIDGE
SCOTT ALAN MANNING
JOHN BOECK KEEN
Jorge Caceres
STEPHON DENELL PIETERS
JASON E GOLEMBESKI
JEFFREY PAUL AMBERG
KALLIE NICOLE RAWSON
DAVID EUGENE SMITH
CHARLES EDWARD PAINTER
ADALBERTO PERAZA
JESUS RAUL SANCHEZ
KATHERINE VANDER VEEN
JASON LEWIS
ALEXIS HUNDLEY
CHARLIE LOWENBERG
Calvin Wu
Lilia Hernandez

Within 25 miles of San Bernardino, CA, Best Investors lists 110 registered investment advisory firms with 384 offices nearby, managing about $12.0T in combined regulatory AUM across 2,539,809 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 San Bernardino

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM