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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

FORWARD VENTURES SERVICES, LLC
COASTEDGE PARTNERS, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BRECKINRIDGE CAPITAL ADVISORS INC
HUB INVESTMENT PARTNERS, LLC
EDWARD JONES
HERITAGE WEALTH MANAGEMENT, INC.
KINGSWOOD WEALTH ADVISORS, LLC
BENCHMARK ADVISORY SERVICES, LLC
TORREY PINES FINANCIAL, INC.
FOCUSED MISSION FINANCIAL
VAN NOSTRAND WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
SAGE CAPITAL ADVISORS, LLC
DYNAMIQUE CAPITAL ADVISORS
INVICTA FINANCIAL GROUP

Investors

Alexa Paige Cammarano
STEVEN SCOTT SIMPSON
PARKER A BUSH
IAN HILL
Garrett Louis Heine
STEVEN OSTROWSKI
Elizabeth Kelly
Elliana Graham
Sam Jarrett Litrenta
Jordan Wohl
JESSE GONZALES
MICHAEL CHARLES JAMISON
GERALD DANIEL RAMIREZ
REED BARNETT ANDERSON
ERIC V BRAKOWSKI
CHARLES LYNCH
RANDY JOHN NETTO
KIMBERLY SHORES
OSCAR OMAR DELGADO
SUZAN SABRI ALIAS
CHAFIC ROUHANA
MATTHEW EDWARD WHEELER
RYAN DOUGLAS HUNTER
PAUL ALLEN DEMKE
WESLEY GARETT BERTELSEN
EVELYN LARA
NAYRA SYLVIA RAMIREZ
ABBY ODETTE NYGREN
PETER VIGNEVIC
CHANTELL BALLESTEROS AMEZCUA
CLAUDIO EDUARDO VILLARROEL GUTIERREZ
CRAIG MICHAEL SOLENZIO
LEWIS JOSEPH NAMETH
DANIEL DUSTIN LA PAGE
MANUEL L CORONADO
ABE CASTELLON
DUYEN TRAN
DAVID LEVIN
THOMAS LUONG
WILLIAM LARA
KRISTEL KAREN AQUINO JOCSON
MATTHEW BIGGIE
ANDREW WESTLEY COLSON
SHIRLEY KELLER CANTU
STASIA DOMAGALSKI KRAHLING
BRIAN MICHAEL ROSENFIELD
BENJAMIN TRUMER CACHAT
TIMMY MINH NGUYEN
TYLER MICHELS
SCOTT MICHAEL SLADE
JOSEPH ANTHONY RAMIREZ
Eugenio ESPINO Pedraza
GERALD MICHAEL BOYLE
SANDRA ZULEMA AVILES DE MORENO
HAO VAN HOANG
MAHER BECHARA MALAAB
LAHEEB ZOUHAIR KARANA
WALAIPORN ADZEMA
JONATHAN BRYAN BOURGEOIS
HEIDI BETH KIPNIS
RALPH ANTHONY EICHENLAUB
ANTHONY LEE GAINES
ISAAC QUEZADA
DINARA MELISOVNA MEIRAMKULOVA
FRANK RODRIGUEZ GOMEZ
THOMAS TURNER TATE
JONATHAN PRIMO NASH
ROGELIO PONCE
ERIC TODD RUNYON
CITADEL NICOLAS PENN
ADAM MICHAEL PILKINGTON
MOISES GABRIEL GARCIA
KIRSTEN CELESTE MEDINA
IRVIN SABINO HOYOS-OLEA
GUY MILNER
JOSEPH FLOYD WHITE
MARIBEL MENDOZA-FRANK
JOSE LEE LASZLO
MISAGH MADANI POUR
SVETLANA DUMAIS
BILLY TAN CHU
LAURENS HAMILTON RHINELANDER
CHRISTOPHER BLAKE COHN
KENNETH EUNSUNG LEE
LANCE ANTHONY SILVA
JEAN-CHARLES FEREYDOUN LEBOURS
MARK RICHARD DUVAL
ALAN CORMACK HOLT
TRACEY ANN DAVIS
VERONICA MARIE DEAN
WILLIAM MURPHY NOONAN
ALAIN MAURICE CONNELLY
GREG WILLIAM GORDER
NATALIA PETERS
HEIDI HOLM MARTINEZ
JAMES ANTHONY FRISONE
HEATHER MAY SHIRKEY
BRIAN EDWARD WILVERDING
Kyle Knudsen
Jessica Richmond
Diego Cappiello
Victor Jesus Gonzalez
SIMON DAVID LEWIS
MATTHEW N SCHRADY
TIMOTHY EUGENE GARDNER
DAVID ALAN KELTER
Stephanie J Karpow
SHELBY LANAE YEH
KEVIN SCOTT KELLOGG
DWAYNE KEITH KITCHEN
David Spataro
KAREN CLEVELAND
TODD SCHNEIDER
JACLYN BLACK SMITH
Frances Hara
ERIK LIODICE
EKATERINA PREDEINA
VERONICA AGUIRREGARAYZAR
JOHN GREGORY PAFFENDORF
JOHN OSCAR GAILEY
LEO JOSEPH WALKER
JEFFREY NESSIA
ISSAC FERNANDO OROZCO
MELINDA JEAN WOODELL
JASON MICHAEL PICKETT
RYAN D CHAVEZ
ERWEL MANLAPID
CHRIS S BLENTZAS
Jose A. Cuellar
CODY CHANG
IAN ROWAN HOLMES
CASSANDRA RODRIGUEZ
PHILLIP THOMAS WENDT
MARCI MAURO
MITRA RAFII
SEAN ADLER
RICKY CHEUNG
LUCIEN ROSE P ANSELMO
THERESA ANNE KUMAR
DANIEL MATTHEW BRASHEAR
KARL WARREN FREEMAN
SOPHIA LAYLA GHADERI
KENNETH EDWARD SHAW
DEBORAH KIM HAZARD MACNEIL
ALEXIS SAUCEDO
BELINDA GARIBAY
ANDREW BITTERLIN
AMBER SMITH
Margaret Stacy Fitzpatrick
PATRICK LUIS ARAUJO-LIPINE
ADAM JONATHAN MAIETTA
Ryan James Mendoza
CHRISTINA CAMACHO LYNCH
Alexander Joseph Garcia
John Weimer Fieberg
DANIEL JAY SHAINBERG
Michelle MH Hams
JORDAN LAMARR GIBBS
RYAN KENT GIBBS
DAVID PAUL ANDREWS
William Kirk
MICHAEL TSIAKLIDES
WILLIAM GENE BIANCHI
Nicole Marie English
GARY G GARCIA
Namhee Park
John Loeffler
RAMIRO HERRERA
Eduard Kazatsky
Han Gu
JEFFERSON TRENT OLNEY
Stacey Don Price
H CRAIG RAPPAPORT
JOHN NORMAN BLISS
CONRAD KENNETH BRANSON
JULIE ANNETTE BROADY
Scott Elliott Poore
Jason Parker
Garland Allen Risner
KIM DESIO
DOUGLAS BLAKE SOLINSKY
MOHAMED A ALSORAIMI
KALYAN KAVILI
PAUL SANGYOP LEE
JAMES PATRICK GREEK
Gabriel Talley
Christian Syng-Gi Park
BLAKE RYAN FOWLER
RICHARD S RODGERS
Kyle Douglas Foster
DEREK Brian HERZER
JACOB JEFFERY PULVER
Alec Lane Goldberg
RICARDO EDUARDO HARMSEN
ADNAN HAMID HUSSAIN
DEAN T ANTONOPOULOS
JOHN CURRIER GOODSON
BARRY WAXLER
GREGORY LEWIS STEPHENS
RICHARD HARDY DAWKINS
CHRISTOPHER PAIGE SCARBOROUGH
JOHN MATSEK
Joseph Wainer
MARK EDWARD PEETZ
DOMINICK VINCENT PULLANO
MICHELLE L VARTANIAN
John Francis Dolan
GREGORY JOHN RICHARDS
ANTHONY ALBERT NARDI
Christopher Haddad
FRANK FLOREZ HSIN
CHRISTOPHER S BROWN
CHRISTOPHER THOMAS DOYLE
JEFFREY ALLEN FALKE
CYNTHIA A PULVER
Shanda Kay Ransom
BRIAN MICHAEL DIXON
KEITH EARL SPELMON
FRANK EDWARD MONTES
MATTHEW RICHARD RYAN
Garrett Van Nostrand
JOHN FISKE FAUSTINO
CODY WILSON ROULIER
MURRAY LOUIS HOUGEN
DEBORAH JENNIFER SEVERN
CARL EDWARD RUSTIN
LUKA ERCEG
Howard Farrant Barker
Jody C Knutsen
GEORGE ERNEST STRATMANN
Matthew Paul Rose
Laudente Gallegos
Kim Edward Shoesmith
Michael Anthony Ortiz
Cody Lenahan

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