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Best financial advisors in Santee, CA

Registered advisers within 25 miles of Santee, CA.

Offices
1,214
Firms
509
Combined AUM
$18.6T
Firm-wide filings, not assets booked only here
Clients
91.7M
91,692,302 clients when Item 5C has a number
Avg / client
$203.2K
Combined AUM ÷ clients

Nearby offices

Firms

CAVU WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
TRUE FIDUCIARY CAPITAL, LLC
WELLS FARGO CLEARING SERVICES, LLC
INDEPENDENT FINANCIAL GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
TWEET MANAGEMENT SERVICES, INC.

Investors

Cory William DenHerder
MICHAEL SHAWN WYNNS
PHILLIP AL JONES
Scott Christopher Clements
CHARLES BENJAMIN DENHERDER
CHERYL LYNN SEIFERT
JELVEH PEDRAZA
ROBERT EDMUND PETERSON
RHONDA L MILLS
Alexis Carlos Vega
Arturo Ramirez
J ROBERT BURTON
MICHAEL THOMAS RUNDLETT
MARK ALAN GERARDI
Erik Daniel Karlson
Alexander James Peterson-Cross
AUSTIN ANTHONY GARMO
JEREMY WILKINS LAUB
GERAD RYAN MOWREY
ERIN KLISSER ARELLANO
KIMBERLY CHARMAYNE KUREK
JEFFREY PHILLIP NAIMAN
GLENN ALAN MOREY
Tom Nicholl
ROBERT ARTHUR KOBA
THIAGO MORAES GARCIA
Marianna Torreblanca
Maureen L. O'Donnell
VALENTINE ROBERTS
KYLE MATTHEW TWEET
KRISTINE NELSON FACTO

Within 25 miles of Santee, CA, Best Investors lists 509 registered investment advisory firms with 1,214 offices nearby, managing about $18.6T in combined regulatory AUM across 91,692,302 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 Santee

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM