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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

OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MARINER INDEPENDENT
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
CITIGROUP GLOBAL MARKETS INC.
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
DES FINANCIAL GROUP, LLC
LPL FINANCIAL LLC
LIGHTHOUSE FINANCIAL SERVICES INC

Investors

Reid Austin Williams
NICHOLAS BARRETT JOHN
KYLE MARK WEBER
TODD MICHAEL BOLEN
ALBERT VAN CLINE
MARK ALAN WEBER
DAMON ANDREW PIERSON
Hermann Rojas
DONGZHE JIN
Haoqiu Zhang
Howard Hughes Qu
MEILEH COFFEY BURNS
VALERIE LEE BULLOCK
Eric Sean Sirich
RYAN Wang
Randy M Takayama
ANGELICA BETANCOURT
NICHOLAS ALLEN LANCASTER
Jin Kyung-Kim Hymers
CONNIE HSIANG YUAN JENSEN
Kevin Qin
Christopher John Andres
Larry DAVID Rollins
Veronica Gauthier
Thomas Adam Elsea
DeanDEAN Royal Sanderson
Steven Coute
Raymond Carl Prospero
CHRISTY LEE-SCHIRO
Andrew William Gray
ROBERT HUGH MAULDIN
ZHENXING LAO
TIMMIE DUONG HO
Sulaiman Mayel
Jonathan Huerta
RICARDO HERNAN MEDINA
Stuart LeRoy Johnson
DAVID EARLE SWEET
STEPHEN YONG CHO
TRAVIS RYAN KNUTSON
ROBERT GEORGE MCDANIEL
AKSHAYA SURESH SHETH

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