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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

FAIRBANKS CAPITAL MANAGEMENT, INC.
BULL OAK CAPITAL, LLC
GRACIAN CAPITAL LLC
MAVEN GROUP LLC
PACIFIC POINT ADVISORS, LLC
LPL FINANCIAL LLC
TVC CAPITAL MANAGEMENT, LLC
HIGGINS CAPITAL MANAGEMENT, INC.
PACIFIC SPIRIT INVESTMENTS LP
CLARIVEST ASSET MANAGEMENT LLC
HIGHTOWER ADVISORS, LLC
HORACE MANN INVESTORS, INC.
STRATEGIC ADVISERS LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CASCADE FINANCIAL PARTNERS, LLC
BREAKAWAY INDEPENDENT ADVISORS, LLC

Investors

CHRIS HOON CHO
RAPHAEL BIDERMAN
Peter Stuart Campbell
MICHAEL THOMAS STONER
RYAN ANTHONY HUGHES
Colin Summers
KATHERINE ROSE LOCK
AHMAD SUROSH RASHIDI
MATTHEW ROBERT KLIBER
MICHAEL COSIMO LICOSATI
DANIEL MICHAEL RACICOT
SCOTT BRIAN PRESTON
Chandima Harshapriya Mendis
ANDREW MARK MESTYANEK
DEBORAH MUTISPAUGH HIGGINS
RAYMOND LEE HIGGINS
KEITH FRASER MCKENZIE
Joshua Keith Harlan
GARY STEVEN HIRSCHFELD
Alexandria Nicole Harris
MARGOTH ROMERO
GREGORY JEROME JANKOWSKI
Whitney Drechsler
HAMID YAZARLOU
CLYDE M CHANDLER
KAITLYN CLARK
JORDAN BELLOWS
DIANA RAMIRES
DIEGO GERARDO RUIZ
ROBERT DEVOE
JENNIFER KRUGER
DREW A. HASSENPLUG
JEREL CUSTODIO
JOSHUA Bryan NELSON
DYLAN CHARLES MILLER
MATTHEW HANHILA
MICHAEL BREZOVSKY
THOMAS KAPLAN
MAVERICK JAKE RAYMOND MARTIN
LUCAS IACARELLA
CRISTIAN BACA
LAURA GREENBERG
DANIEL R GUNDERSON
ANDREW D DI GUGLIELMO
WHITNEY BRILLON
IRINA HARICHKOVA
MELISSA LLOYD PARMENTER
KATHRYN NEFF-WHITNER
ISAIAH M SOUZA
MICHAEL JAMES GREEN
RYAN ROCHE
RYAN DOMENICO
DEVIN MICHAEL GARRETT
JUAN PABLO CONTRERAS
KAYLA MENDEZ
BLAKE TYLER MUCHNICK
DANIEL SURETTE
Calixta Lydia Padilla
Cesar Padilla
DHANSUKHBHAI MAGANBHAI PATEL
Darien Lee Horton
JEFFREY SCOTT MCCULLOCH
BRIAN PETER KRAUSE
NATALIE ELIZABETH DEWINDT
Simon Perna
CAROLINE CLAIRE MASON
Lauren Trott Gabele
BARRET WILLIAM ANGELO FROST

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