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Best financial advisors in Agua Dulce, CA

Registered advisers within 25 miles of Agua Dulce, CA.

Offices
657
Firms
257
Combined AUM
$13.7T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,075,043 clients when Item 5C has a number
Avg / client
$4.45M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
VANCE WEALTH
CITIGROUP GLOBAL MARKETS INC.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
U.S. BANCORP ADVISORS, LLC
FINANCIAL SECURITY SOLUTIONS, CORP.
OSAIC WEALTH, INC.
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
HARTMAN FINANCIAL PLANNING
AVINCI WEALTH MANAGEMENT, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

NAIMUDDIN SYED
Adam Paul Wims
BRET WILLIAM WIMS
Zachary Oliver Johnson
JOHN MICHAEL VANCE
JASON PAUL LANE
CHRISTOPHER ROBERT PELCH
TYLER STEVEN TILTON
NIALL BRENNAN SHAFFERY
BRONSON STANLEY FEUER
Lucas Joseph Mendoza
JERROD JAMES FERGUSON
CARRISA FLORES
Anthony Roy James Goring
Sierra Alessandra Cappella
CALVIN DEAN HEDMAN
SHAWN DEON ABRAHAMSE
Susan Rodriguez
MICHELLE MARIE ELLIOT
ELIZABETH NOWLIN
FRED ESCOBEDO
GARY PENG WEI
SHELDON COOPER REED
Baron Douglas Lee
BRUCE KEITH GENDEIN
KAREN ILENE MALKOFF-HATTON
BARTON JAMES BREWER
PETER MARTIN GARELICK
DAVID SCOTT GARELICK
Matthew James Roxbury
MELANIE ANN MEYER
ROBERT CASEY KLEIN
Marc A Henderson
Christopher Janiak
Carlos Ernie Bolanos
BRADLEY J HARTMAN
LINDAHL LARRY LUCAS
MATTHEW BRADEN DENNY
DAVID HERNANDEZ
Mathew J Reyna

Within 25 miles of Agua Dulce, CA, Best Investors lists 257 registered investment advisory firms with 657 offices nearby, managing about $13.7T in combined regulatory AUM across 3,075,043 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 Agua Dulce

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM