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Best financial advisors in San Dimas, CA

Registered advisers within 25 miles of San Dimas, CA.

Offices
1,258
Firms
367
Combined AUM
$16.3T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,092,502 clients when Item 5C has a number
Avg / client
$5.29M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
KOVACK ADVISORS, INC.
MML INVESTORS SERVICES, LLC
ALLMERITS ASSET, LLC
TAX LIEN PERFORMANCE, LLC
PFS INVESTMENTS INC.
VIRTUE CAPITAL MANAGEMENT, LLC
PLANMEMBER SECURITIES CORPORATION
OSAIC WEALTH, INC.
U.S. BANCORP ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
COPPELL ADVISORY SOLUTIONS LLC

Investors

KAITLYN BREYANN BALTZ
Ken Chi Lee
Jose D Ramirez M
STEPHEN THOMAS ANDRUSKY
DESIREE MARIE LASIEWSKI
HUNG T SAM
PAUL ARTHUR SEIG
Samuel Kwun Pong Lau
JAY WEICHEN DING
KAREN HO LING CHAN
Maxwell John Stanley
Steven Vizcarra Duenas
DAEWOO LEE
Claudia H Song
KYUNG HO CHOE
MATTHEW MINTAE KIM
CHRISTINE H KIM
SEONG YOUN CHO
WAYNE PARK
CHOENG MO KIM
MARION MANAHAN
TOAN BAO NGUYEN
Erik Eriberto Johnson
Larry Robert Eye
ELIZABETH GAMEZ
Kevin Alan Craig
STEPHEN ARTHUR BLUNT
CHRISTINE LUKMAN HERMOSILLO
MARLON PROFETA
KEVIN CHENG
ALBERT S BARCIA
DEREK MINGTAO YU
NHAN TRUNG LE
MUI NHI VOONG
PRINCE ANDERSON LANKFORD
GREGORY L GUTIERREZ
ELIZABETH RENE SANDOVAL
LILY CHANLEI KAM
RENEE KAY LAVALLI
RAY VINCENT PEARL
VINCENT WEI CHU
NICHOLAS ALAN PON
CLEMENT MUINDE
MARK JONATHAN HAMMOND
ELLIOT HSIAO CHANG
JOANIE T LIU
KHOREN MARTIKYAN
RYAN FRANKLIN OVERHOLT
JORGE LUIS CABRERA
ORZALLA SULAIMANKHIL
AHMED RAZI
WASAF ALI
RALPH PAN
IFEANYI LOUIS-ALFRED UKATU
BAKTASH AHMAD RASHIDI
PEDRAM AFZAL
ELIZABETH MARIE CANALES
ROBERT CHIA HONG YEH
AAMIR MOHAMMED LALANI
JOHNNY CHI
IRENE ELIZABETH HERRERA-ROBLES
GLORIA CHEN
GARY LE LAM
DANIEL K LEE
NATHAN RAY TOWNS
SHAHRYAR AHMAD SHAIKH
IRVIN SABINO HOYOS-OLEA
NA REN
GABRIEL CASTELLANOS
JEFFREY JONATHAN CARRION
STEVEN RAY TOWNSEND
YONG JOON CHO
RICHARD ASHLEY PELFREY
VICTOR YONEO KUBO
JUSTIN GEORGE HARMIER
LORENA RUBIO
JOCELYNE SANDOVAL
HO YAN TAM
NICOLE LUO
KYUNG SUK CHOI
JONATHAN MATTHEW PASIMIO
SUSAN MARIE ROSE
CRAIG SCOTT FEIN
DAVID ANTHONY CHERBAK
TODD DANIEL PORTER
YAOPA CHENG
CHARSSY CHI ZHANG
CONG WANG
DIEGO T GONZALEZ
N Anthony Melara
JONATHAN CARLOS MELARA
MARTIN JUN-YOUNG LEE
BIANKA PENEVA
PATRICK V CHAN
PETER TRAN
JESUS IVAN BARBOZA GONZALEZ
AREN HAGOP KORTOSHIAN
Prentice Eugene Parr
HRATCH AGAZARYAN
ANDY MAZMANIAN
DONNA TERUKO SAIKI
AHMAD GHADDAR
Juan Manuel Herrera
MIGUEL ANGEL HERNANDEZ

Within 25 miles of San Dimas, CA, Best Investors lists 367 registered investment advisory firms with 1,258 offices nearby, managing about $16.3T in combined regulatory AUM across 3,092,502 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 Dimas

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