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Best financial advisors in Val Verde, CA

Registered advisers within 25 miles of Val Verde, CA.

Offices
469
Firms
182
Combined AUM
$12.5T
Firm-wide filings, not assets booked only here
Clients
2.97M
2,969,686 clients when Item 5C has a number
Avg / client
$4.19M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
THINK WEALTH, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
AVINCI WEALTH MANAGEMENT, INC.
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
FINANCIAL SECURITY SOLUTIONS, CORP.
OSAIC WEALTH, INC.
CITIGROUP GLOBAL MARKETS INC.

Investors

Joshua Michael Saber
Justin Michael Publicker
EUI JEONG LIM
Kenneth Park
KAMERIE JOY LARSEN
Natalia Carolina Avila
Robyn L Lawhon
Stephen Vincent Festa
JASON A GIETTER
Jeannette Harris
Michael Adam Wright
Willie Lopez
Rosario Patricia Nicho Casas
Spencer Edwin Taylor
JOSHUA M DICKEY
Kevin Daniel Olalde Martinez
THOMAS PATRICK NORTH
ALBERT J KRAUZA
Priyanka Kanth Singh
JORGELINA ROISENZVIT
Mojtaba Barati Bagherabad
Nicole Megowan
JOHN DAVID HINEMAN
DREW KRISTOFER SKELLY
RICHARD TODD EMMONS
CHRISTOPHER PATRICK KOBE
Nieneth Salamon
Andrew Ryan Munoz
RYAN ROBERT FULLARTON
M BRENT ESKOFF
SERGIO JOHN LAZZARA
DAVID SCOTT GOLLER
BRIAN PATRICK JACOBS
MARK DOUGLAS HINEMAN
MICHAEL DAVID BERGER
ANNE P ARTUSIO
Susan Carole Colletta
Stephen Lo
Joshua A Radford
Dayne Comrie
Jason A Ellwein
SHELDON COOPER REED
LINDAHL LARRY LUCAS
MATTHEW BRADEN DENNY
DAVID HERNANDEZ
Mathew J Reyna
BARTON JAMES BREWER
PETER MARTIN GARELICK
DAVID SCOTT GARELICK
Matthew James Roxbury
MELANIE ANN MEYER
ROBERT CASEY KLEIN
Marc A Henderson
Christopher Janiak
Carlos Ernie Bolanos
BRUCE KEITH GENDEIN
KAREN ILENE MALKOFF-HATTON
JOSEPH JOHN MANDUJANO
Susanne Costantini
VANESSA ESCOBAR
Levon Manuel Hasserjian
MICHELLE MARIE ELLIOT
ELIZABETH NOWLIN
SHAWN DEON ABRAHAMSE
Susan Rodriguez
LEON FRANCIS SMITH

Within 25 miles of Val Verde, CA, Best Investors lists 182 registered investment advisory firms with 469 offices nearby, managing about $12.5T in combined regulatory AUM across 2,969,686 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 Val Verde

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM