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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

CARMEL CAPITAL PARTNERS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
EDWARD JONES
SIMPLYRIA ADVISOR NETWORK
TRANSAMERICA FINANCIAL ADVISORS, LLC
CORLETT FINANCIAL, INC.
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
WILSEY ASSET MANAGEMENT INCORPORATED

Investors

RYAN SCOTT PONSFORD
Nadeene H Itani
Michele Borsa Martinez
David Anthony Jones
Michael A Jackson
RICHARD CHRISTOPHER GREEN
David Brian Winter
Kenneth Americo Attorri
Maksim Ivanchuk
Thania Jocelyne Sotelo
QINGHUA LIU
REN XU
YING ZHU
Tracy D Yang
Vi QUANG Lieu
KENNETH A CORLETT
ROBIN CHRISTOPHER BALLARD
Aaron David Muther
Jennifer Nguyen
BRADY ODONNELL FOLEY
BRITT ARTHUR STEPHENS
MILES LOGAN FLEMING
PETER B FINK
KURT ELDON EAKIN
CHRISTIE CALIVA
JESSICA HARDY
David A Harlow
CHAD AUSTIN RICHARDSON
DYLAN MACDONALD DEVIN
CHERYL JANEL COUSINO
LAURA H. DECKER
IA PHAN SHIEH JONES
SARAH MARIE HINES
NICHOLAS REMER
OWEN STIEFVATER
Jacob Klevatt Bentley
CHARLES JOHN KRAFT
DANIEL JAMES FLEMING
GREGORY ROBERT REYNOLDS
JASON THEISEN
MARCUS ALAN FITZPATRICK
CHRISTOPHER R OUIMET
ANDREW PARKER MANGEL
RYAN TIMOTHY ROSE
STEVEN SPENCER CANNON
Kurtis Anderson
JULIA LOUISE FARAG
CHASE MICHAEL WILSEY
BRENT MICHAEL WILSEY

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