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Best financial advisors in San Jacinto, CA

Registered advisers within 25 miles of San Jacinto, CA.

Offices
290
Firms
96
Combined AUM
$10.8T
Firm-wide filings, not assets booked only here
Clients
2.84M
2,842,632 clients when Item 5C has a number
Avg / client
$3.79M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
ROYAL AMERICAN FINANCIAL ADVISORS, LLC
KARL SCHORR WEALTH MANAGEMENT, LLC
THE SULLIVAN GROUP
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
FARMERS ASSET MANAGEMENT, LLC

Investors

Travis David Wiltgen
Juan Gabriel Rodriguez
RICHARD JEAN BOURGOUIN
Matthew C Stroder
Daniel Andrade
JEREMY IAN TAYLOR
IVETTE PRISCILLA TAYLOR
Rodrigo Herrera
Michael R. Mair
MICHAEL ALLEN TAMAYO
Deborah L McClure
Mobin Mohsini
SHAWN MICHAEL UPTON
SCOTT CHRISTIAN BUCHANAN
Ryan Christian Buchanan
SEAN ANTHONY LEHMANN
Rafael Castro
ARNIE GONZALEZ
ANGELICA BARRAZA-PENUELAS
WILLIAM GEORGE GRAY
ANTHONY ROBERT PHILLIPS
SCOTT AM CHON
John Keller
DARREN MATT YORK
Andy Samaan
STEVEN ANTHONY ANTINUCCI
GERALD DOUGLAS WATSON

Within 25 miles of San Jacinto, CA, Best Investors lists 96 registered investment advisory firms with 290 offices nearby, managing about $10.8T in combined regulatory AUM across 2,842,632 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 Jacinto

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM