Advisor directory / California

Financial advisors in Menifee, CA

16 active registered advisors in Menifee, CA — part of 33,711 across California.

The largest firms in Menifee

Ranked by the assets they manage.

Blackrock Fund Advisors7 advisors · $4.3T
T. Rowe Price Associates, Inc.17 advisors · $2.2T
Morgan Stanley3,423 advisors · $2.0T
Merrill Lynch, Pierce, Fenner & Smith Incorporated2,972 advisors · $1.8T
Strategic Advisers LLC1,546 advisors · $1.4T
Captrust35 advisors · $1.2T
Pgim, Inc.1 advisor · $1.1T
Dimensional Fund Advisors LP5 advisors · $1.0T
Edward Jones1,153 advisors · $1.0T
UBS Financial Services Inc.1,216 advisors · $916B
LPL Financial LLC3,179 advisors · $819B
Alliancebernstein L.P.59 advisors · $763B

Advisors on file

Deborah L McClureEdward Jones · Menifee
Ivette Priscilla TaylorAmeriprise Financial Services, LLC · Menifee
Jadie DriscollValic Financial Advisors, Inc. · Menifee
Jared B DesotoCharles Schwab & CO., Inc. · Menifee
Jeremy Ian TaylorAmeriprise Financial Services, LLC · Menifee
Jose Jonathan CuevasRaymond James & Associates, Inc. · Menifee
Matthew C StroderMerrill Lynch, Pierce, Fenner & Smith Incorporated · Menifee
Michael Allen TamayoEdward Jones · Menifee
Michael R. MairEdward Jones · Menifee
Mobin MohsiniJ.P. Morgan Securities LLC · Menifee
Richard RogersStrategic Advisers LLC · Menifee
Rohaib Shaheen HamidStrategic Advisers LLC · Menifee
Shawn Michael UptonJ.P. Morgan Securities LLC · Menifee
Syed Ali ZaidiStrategic Advisers LLC · Menifee
Travis David WiltgenLPL Financial LLC · Menifee
Zaid Denyker DiazStrategic Advisers LLC · Menifee

Research the advisor and the investments

Source: SEC Investment Adviser Public Disclosure.

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