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Best financial advisors in Aberdeen, CA

Registered advisers within 50 miles of Aberdeen, CA.

Offices
5
Firms
5
Combined AUM
$1.85T
Firm-wide filings, not assets booked only here
Clients
561K
560,946 clients when Item 5C has a number
Avg / client
$3.30M
Combined AUM ÷ clients

Nearby offices

Firms

MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

LINDSEY M SHERER
TERRENCE KELLEY LAPAN
DONALD JAMES MATTHEWSON
Joshua Beck
RANDALL WAYNE VANTASSELL
Jaison Gary Norton

Within 50 miles of Aberdeen, CA, Best Investors lists 5 registered investment advisory firms with 5 offices nearby, managing about $1.85T in combined regulatory AUM across 560,946 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 Aberdeen

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

1 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 2 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM