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Best financial advisors in Winchester, CA

Registered advisers within 25 miles of Winchester, CA.

Offices
167
Firms
65
Combined AUM
$9.81T
Firm-wide filings, not assets booked only here
Clients
1.14M
1,139,819 clients when Item 5C has a number
Avg / client
$8.61M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
ALPHA WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ALPHASTAR CAPITAL MANAGEMENT

Investors

DANIEL OROPEZA
Michael Anthony Passero
MARINA ELIAZER MCLAUGHLIN
Sergio F Rivera
Michelle Christina Navarro
Matthew C Stroder
Daniel Andrade
Travis David Wiltgen
SCOTT AM CHON
JEREMY IAN TAYLOR
IVETTE PRISCILLA TAYLOR
Mobin Mohsini
SHAWN MICHAEL UPTON
Michael R. Mair
MICHAEL ALLEN TAMAYO
Deborah L McClure
ANTONI ENRIQUE LUCAS
RACHEL PIERSON
ROBERT LEONARD BROOD
ROBERT TODD SEIBERT
REYNOLD JIMENEZ
ANDREW FRANCIS KOTYUK
DARREN CANADA
Logan Scott Sadler
Steven Richard Amacher
Jonathan Ray Guillen
Maegan Young
Ryan Patrick Brown
Joaquin Mardueno Browning
Cristian Barrera
Holly Matthew Hamana
Ashley Mae Callow
Ana Dominee Del Rosario
Sophia Lucille Nipp
Patrick D Baker
Blake X. Lenk
Logan S. Sandhu
CHRISTOPHER ERIC ASPLIN

Within 25 miles of Winchester, CA, Best Investors lists 65 registered investment advisory firms with 167 offices nearby, managing about $9.81T in combined regulatory AUM across 1,139,819 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 Winchester

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM