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Best financial advisors in Spring Valley, CA

Registered advisers within 25 miles of Spring Valley, CA.

Offices
1,083
Firms
464
Combined AUM
$18.2T
Firm-wide filings, not assets booked only here
Clients
91.7M
91,683,600 clients when Item 5C has a number
Avg / client
$198.9K
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
CRAIG V. CASTANOS CPA
VOYA FINANCIAL ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
U.S. BANCORP ADVISORS, LLC
ALPHA & OMEGA
J.P. MORGAN SECURITIES LLC
7 STREETS FINANCIAL, LLC
COMMONWEALTH FINANCIAL NETWORK
INVICTA FINANCIAL GROUP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ESI FINANCIAL SERVICES, INC.

Investors

Juan Carlos Mendez Castro
Kiley Curtis Grunstad
MICHELE ANNE MEDUGNO
Gabriel Garcia
Troy Darrock
JOEL LESLIE ROHN
JEFFREY GUS CARLOS
MIRYANA TRGO
RAYMOND KENT DEXTER
CHRISTINE LISA DELLACATO
Anette Schol-Bermel
Anja Spillane
ATHANASIOS K PREOVOLOS
FIEL ARMANDO BARROW
Wesley Alan Schevers
Alin Goryoka
TRAVIS SHAWN LEWIS
BETH LIPMAN WESTBURG
LAURIE LIPMAN
SCOTT TITONE KILIAN
LEIGH BENNETT HARNS
Thania Jocelyne Sotelo
DANIELLE DEMARCE STANTON
MOLLY JO MILLER
STEVEN KENT FARRINGTON

Within 25 miles of Spring Valley, CA, Best Investors lists 464 registered investment advisory firms with 1,083 offices nearby, managing about $18.2T in combined regulatory AUM across 91,683,600 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 Spring Valley

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