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Best financial advisors in Acton, CA

Registered advisers within 25 miles of Acton, CA.

Offices
698
Firms
284
Combined AUM
$15.5T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,075,918 clients when Item 5C has a number
Avg / client
$5.05M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
BCN FINANCIAL, INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
SAGE WEALTH SOLUTIONS, LLC
U.S. BANCORP ADVISORS, LLC
ACRYLIC FINANCIAL, INC.
CETERA INVESTMENT ADVISERS LLC
INSPIRE ADVISORS, LLC
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HARTMAN FINANCIAL PLANNING

Investors

William Louis Gonzalez
TODD FULTON MAIN
Cesar Valentin Miranda
MICHAEL JAMES PARRINELLO
TYLER LEE FARRELL
Anallely Sofia Madrigal Morfin
Christopher Michael Ocepek
OSCAR NEVAREZ
RALPH CANNON WILLIAMS
Jonathan Andrew Gruber
Michael H Gibbons
JAZZMINE THOMAS
GARY WHITWORTH PEARSON
ROBERT STEVEN DERRYBERRY
Rocio Montagner
Franklin Fernandez
DAVID RICHARD NORRIS
LOUIS WILLIAM SILVA
Kylie Silva
Adolfo David Valencia
Eriberto Rodriguez Nieto

Within 25 miles of Acton, CA, Best Investors lists 284 registered investment advisory firms with 698 offices nearby, managing about $15.5T in combined regulatory AUM across 3,075,918 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 Acton

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM