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Best financial advisors in Vernon, CA

Registered advisers within 25 miles of Vernon, CA.

Offices
2,906
Firms
1,212
Combined AUM
$27.7T
Firm-wide filings, not assets booked only here
Clients
3.52M
3,516,023 clients when Item 5C has a number
Avg / client
$7.88M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
OPES CAPITAL GROUP, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
BLACK IMPACT GROUP, LLC
DEW POINT CAPITAL
THE 22 FUND MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FINZ ADVISORS, LLC
CRAWFORD CAPITAL, LLC
THE WEALTH COLLECTIVE, LLC
AWM CAPITAL, LLC
INTEGRITY ADVISERS LLC

Investors

JEREMY HENRY UZQUEDA
Maricela Villa Hernandez
Javier Rojo
ALFONSO GARCIA
MELBA ABIGAIL RODRIGUEZ
Christopher Fisher
STEVEN PAUL COOPER
ERNIE SALGADO
Brian Huu Vo
Julia Christina Pearl
Shelby Louise MacDonald
ULISES HERNANDEZ
Juan Francisco Martin
Kenny Jung
Jonathan David Cortes
John Mortimer Agnew
CALEB EDWARD WILLIAMS
JUSTIN MICHAEL DYER
AARON DAVID GOLDBERG
Chase Knowlton Dominguez
BRANDON LEE AVERILL
Clayton Thomas Kimball
Mena R Hanna
DAVID WEI WONG

Within 25 miles of Vernon, CA, Best Investors lists 1,212 registered investment advisory firms with 2,906 offices nearby, managing about $27.7T in combined regulatory AUM across 3,516,023 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 Vernon

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM