Best Investors Account Sign in

Best financial advisors in North San Ysidro, NM

Registered advisers within 25 miles of North San Ysidro, NM.

Offices
39
Firms
34
Combined AUM
$9.63T
Firm-wide filings, not assets booked only here
Clients
894K
894,288 clients when Item 5C has a number
Avg / client
$10.8M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
SAVANT WEALTH MANAGEMENT
RIKOON CAPITAL PARTNERS, LLC
GENEOS WEALTH MANAGEMENT, INC.
LPL FINANCIAL LLC
FINANCIAL PARTNERS, LLC
CITY DIFFERENT INVESTMENTS
SUN MOUNTAIN CAPITAL ADVISORS, LLC
COTTONWOOD CAPITAL PARTNERS III, LLC
COTTONWOOD CAPITAL PARTNERS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
EDDIE HAGGAR CAPITAL MGT, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Randal Max Egan
KATHLEEN ALEXANDREA KERR
Tanya Lorena Rodriguez
Austin Neil Webb
DONALD DUANE DUNCAN
ROBERT ALLEN RIKOON
Loren Gilmartin Testa
Emily Pauline Estes
LOIS REBECCA STOUFFER
RAMONA LISA MALEC
DAVID IAN WHARRAM
Gregory A Myers
Silas Michael Peterson
CHRISTOPHER MICHAEL RYON
QUINN PATRICK RAFTERY
CONNOR RYAN BROWNE
WAYNE VINSON WALDEN
MICHELLE ANN NOWFEL
ROBERT MICHAEL MACDONALD
Sweta Singh
Jong Hsien Lim
Joel Benjamin Van Essen
COREY ALLEN DRY
SALLY ANN CORNING
BRIAN PETER BIRK
LEE MICHAEL RAND
LARRY GENE STOERNER
Katrina Suzette Johnson
Terese Brianna Zimmerman
MEGGAN S GENTILE
MICHAEL KENT KNUTSTROM
Juliana Joern
VASILIOS NINOPOULOS
ROXANE LILLIAN ROSE
Jason Earl Harsh
Kaitlyn J Kimzey
BERNADETTE CHAVEZ
Brooke P Czoski
DONALD L MECCIA
SEAN TALMAGE GALLAGHER
BENJAMIN SHAW ALAIMO-MONSON
DOTTI GRAVIET
JOHN ANDREW ROCHESTER
SHANNON LEE BECK
JUSTIN K MEDRANO
ROSALIND D MILLOY
JILL ELIZABETH DRINKWATER
ANTHONY CHARLES FORTE
ROBERT HOWARD HOFFMAN
VICTORIA S QUIJADA
Kelly Mae Barrows
KEITH MARTIN FALLIS
DANIEL ROBERT MERIANS
MANUEL JESUS MONASTERIO
Nicole Victoria Orlowski
Mariana Zanin Ferreira Zuanetti
David A Marquez
JOHN JULIAN VAZQUEZ
Lisa A Villarreal
MORGAN PAUL HEES
ROBERT BELTON JONES
CHARLES ALLEN FIGG
Aric Dean Vickrey
EDMOND R HAGGAR
JOHN ANTHONY MACUKAS
Karson Charles Nance
Carolyn Salazar Ives
Jacob Tague
MARY E MACUKAS
JEREMY COLE CAMPBELL
JENNIFER LYNNE SCHROEDER

Within 25 miles of North San Ysidro, NM, Best Investors lists 34 registered investment advisory firms with 39 offices nearby, managing about $9.63T in combined regulatory AUM across 894,288 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 North San Ysidro

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 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM