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Best financial advisors in Upland, CA

Registered advisers within 25 miles of Upland, CA.

Offices
783
Firms
216
Combined AUM
$13.4T
Firm-wide filings, not assets booked only here
Clients
2.72M
2,716,382 clients when Item 5C has a number
Avg / client
$4.92M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CHARLES SCHWAB & CO., INC.
TRINITY FINANCIAL PARTNERS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRINITY CAPITAL MANAGEMENT, LLC
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CLEARWAVE CAPITAL
KINETIC INVESTMENT MANAGEMENT, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CENTAURUS FINANCIAL, INC.
PRIVATE ADVISOR GROUP, LLC

Investors

DAVID ALAN STEVENS
JOCELYNE SANDOVAL
ABBEY LAUREN BORBON
Henry Thanh Hong
David B. Yoo
Shao Ying Wang
Erika Sahagun-Garcia
JEFFREY SCOTT SHARPE
HANK H YU
STEVEN COLE FRANTZ
Christian Terrazas
JAMES ANDREW TERRY
SHANNON KAY SAPP
Maximilian Soares
Jazmine Christine Cardona
DOUGLAS JOSEPH FORCHESKIE
ROBERT WAYNE BEGLEY
BRETT COLE SANNER
SHAWN ETHAN ECKLUND
ORLANDO PLASCENCIA
Hung Au
KIERSTEN JANINE OLIVA
Pedro Alaniz
JON HONG
JOHNATAN DAVID KOKOS
ANDREW PERMO DE VERA
ARNIE GONZALEZ
VIRGILIO RT GAGALANG
ARTURO ALVAREZ
Eric Alexander Escobar
ROSEMARIE PEARCE BORSON
JOSHUA DEAN MARSH
GARRETT BRADFORD CUNNINGHAM
Corey Christopher Cunningham
PETER LEROY VOSS
STEVEN MICHAEL MARTINEZ
Sally Samir Eskander
Christopher James Ilgenfritz
JOEL DANIEL HARWORTH
ISAHI MEDINA
ERNEST J REYES
DAVID ROBERT ESPINOSA
Tyler David Shumaker
PHILIP ANTHONY BOARD
KURT WILLLIAM MOSELEY
STEPHANIE S CREAN
MICHAEL CHRISTOPHER CREAN
RICHARD PETER CREAN
RICHARD DAVID FONTANA

Within 25 miles of Upland, CA, Best Investors lists 216 registered investment advisory firms with 783 offices nearby, managing about $13.4T in combined regulatory AUM across 2,716,382 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 Upland

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM