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Best financial advisors in San Ysidro, NM

Registered advisers within 50 miles of San Ysidro, NM.

Offices
214
Firms
97
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
2.82M
2,815,681 clients when Item 5C has a number
Avg / client
$4.67M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BUCK WEALTH STRATEGIES, LLC
PFG ADVISORS
LPL FINANCIAL LLC
EDWARD JONES
SJHL FINANCIAL GROUP
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
TIERRA ADENTRO GROWTH CAPITAL
TITAN FUND MANAGEMENT, LLC

Investors

Jason Gordon Chandler
Charles Edward Stelting
Jacqueline Martinez
Allison Betts
Kyrie Elizabeth Greathouse
Brandon Alexander Thurgood
Todd Sargent Strasser
Jeremy Alexander Dudar
JED M WEBB
JOE ANTHONY GARCIA
Phillip Alexander Perkins
Roger Legendre
Tina Marie Garcia
Mark Alan Moran
Roger Clifton Nagel
Matthew Robert Kindley
JOHN CRAIGE MAREK
Monessa N Duran
Nathan Allen Wilkes
BRIAN MICHAEL ANASTASIO
Angela Deneen Ipock
Ronald Lawrence Baker
Robert L Conaway
ali Mirjahangiri
Angelica Renee Lovato
THERESA ANGELA SAIZ-WILMERT
BRANDON T. WHITMORE

Within 50 miles of San Ysidro, NM, Best Investors lists 97 registered investment advisory firms with 214 offices nearby, managing about $13.1T in combined regulatory AUM across 2,815,681 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 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 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