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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

J.P. MORGAN SECURITIES LLC
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
VERDE EQUITY PARTNERS, L.P.
TORREN MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CRAIG V. CASTANOS CPA
HGS PARTNERS
TOP MARK CAPITAL MANAGEMENT
SIKORSKI WEALTH MANAGEMENT, LLC
TRITONPOINT PARTNERS, LLC
AMERICAN MONEY MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Mark C. Marcelo
GUSTAVO A DELAFUENTE
Sean Michael Manatt
BRANDON IKAIKAMAKUAKANE LOO
Sandy H Bayne
Raquel R. Fang
Jose Carlos Lopez Villa
USMAN AHMED
Dennis J OConnell
Sean E Schexnydre
KEVIN KAI-WEN CHENG
Nilly Alsaid
DARREN MICHAEL REINIG
Ryan Lawler
Lura Jae-Nicole Marrs
Heather Rose Nicholas
Brandy Clements-Corder
William Benjamin Corder
Calen James Ketcham
Michael Alan Manning
CRAIG VINCENT CASTANOS
Matthew Stratton
Alex Matthew Zubak
Jesse Drew Sikorski
Kyle Maurice Kiser
Meredith Anne McCall
Megan L Hayden
Gregory Todd Powers
ADELE LINDA CANETTI
THOMAS WILLIAM MCAULIFFE
MARK JACKSON MYERS
JEANNI PATRICIA HARRISON
GLENN JOSEPH BUSCH
MARNIE WALTERS BAIRD
Rana E Davidson
Shay Tahar
RENE PAUL DE CHARON
GABRIEL BENWOOL WISDOM
MICHAEL JOHN MOORE
MANUEL DEMETRIUS HORNER
Davee Philip Schulte

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