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Best financial advisors in Adelaide, CA

Registered advisers within 25 miles of Adelaide, CA.

Offices
41
Firms
19
Combined AUM
$4.03T
Firm-wide filings, not assets booked only here
Clients
703K
702,748 clients when Item 5C has a number
Avg / client
$5.74M
Combined AUM ÷ clients

Nearby offices

Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
EDWARD JONES
ADVISORY SOLUTIONS GROUP
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J. W. COLE ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CORVUS WEALTH ADVISORS LLC
MADISON AVENUE SECURITIES, LLC
SLO MONEY MANAGERS

Investors

CINDY L BERGIN
CRAIG STEPHEN BONELLI JR.
GENE STEPHEN MCABEE
Jonathan Richard Zeller
ERIC A HALLIN
Ashley Nicole Eckles
CONSTANCE Miller Cook
RYAN JEFFREY LANGSTAFF
Evan Langstaff
JENNIFER LYNN LANGSTAFF
Jenae Niko Hall
BRUCE ALAN WILLIAMS
JEB ELLIOTT BROWN
ANNE ELIZABETH CRABBE
JOSEPH DALE POLLARD
SHAWN AUBREY ARNER
STEPHEN JAMES WEBER
Kevin John Klipfel
Andrea Ruth Klipfel
Ricardo Amador Cordova
James Steven Moffatt
WILLIAM HAROLD SERRITSLEV
DAREN SCOTT FRIEDLE
Michael Andrew Thomas
Matthew David Oppedahl
SHELLEY LOUISE GILL
ROBERT ALAN GARCIA
STEPHANIE CHRISTINA KEMP
Anthony Lyn Leonti
Katelin Mahoney
Travis Domingues
Alison Rose Shannon
TIMOTHY HAROLD HOLT
PAUL ANDREW PAROTTI
SARAH MARIE ANDERSON

Within 25 miles of Adelaide, CA, Best Investors lists 19 registered investment advisory firms with 41 offices nearby, managing about $4.03T in combined regulatory AUM across 702,748 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 Adelaide

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM