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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

ALLIANCEBERNSTEIN L.P.
INTEGRATED WEALTH CONCEPTS LLC
ERNST & YOUNG INVESTMENT ADVISERS LLP
FUSIONX VENTURES MANAGEMENT II, LLC
LA JOLLA ASSET MANAGEMENT, INC.
FUSIONX VENTURES GP I, LLC
CERITY PARTNERS LLC
WEALTHETIC LLC
SANTA FE' WEALTH MANAGEMENT
BRANDES INVESTMENT PARTNERS, LP
JET WEALTH ADVISORS
ALLEN FINANCIAL ADVISEMENT, INC.
GROW FUNDS LLC
D.R. HARRIS & CO.
HOLLAND STRATEGIC WEALTH ADVISORS LLC
MML INVESTORS SERVICES, LLC

Investors

KRISTINE ELIZABETH WEXLER
CHRISTIAN F. TRESSE
SHAWN ROBERT WAMSTAD
Brandon Samuel Robbins
Katherine Barr Vint
Inaki Pedroarena
CAROLINE F DUPONT
ANDREW ROBINSON
Julian Brian Ma
Connor Edward Van Skike
ROBERT WALTZ
Evelyn Westby
JOHN BENNETT NIELANDER
DARREN SCOTT BLOOM
CONNOR MICHAEL LUDWIG
DONALD JORDAN HASKELL
CHAD MICHAEL JENSEN
ANTHONY THEODORE BREGANTE
KEVIN M. GRIEVE
MICHAEL JAMES MARTIN
TIMOTHY JAMES NEWBURN
MARSHA CLAIRE OTTO
JOHANNA ALEXANDRIA TOMAN
GABRIELA DE QUADROS RIBAS
JOHN PHILIP TOMAN
MICHAEL DAVID HESSION
RENEE HALSCH
JEFFREY LAWRENCE WALTERS
MICHAEL ANTHONY ALLEN
Matt Michael Clarke
CARL MATTHEW WIESE
HUBERT MICHAEL COLLINS
DANIEL ROYER HARRIS
JAMES EARL HOLLAND
KAREN MARGUERITE WALKER
Andrew Gerard Quebbemann
THOMAS EVAN NAYLOR
Ying Sun
MICHAEL JEROME ZEPEDA
JACOB NATHAN GOLDBERG
THOMAS WARD NAYLOR
GEORGE NATIVIDAD VIRAY
Cade Patrick Searles
Andrew Alexander Davainis

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