SEC-registered investment advisers in Indian Wells
3 SEC-registered investment advisers are headquartered in Indian Wells, CA, with $1.01B in combined regulatory assets under management. All of them are financial advisor firms.
- 3
- Investment advisers
- $1.01B
- Combined regulatory AUM
- 3
- Financial advisor firms
All 3 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| DST Wealth Management | RIA | $532M |
| HMM Group | RIA | $251M |
| MacLean Capital Advisors | RIA | $222M |
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