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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

THE WEALTH CONSULTING GROUP
UP&UP CAPITAL, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MURAPA INVESTMENTS
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SHE WEALTH ADVISORS LLC
CETERA INVESTMENT ADVISERS LLC
U.S. BANCORP ADVISORS, LLC
PLANMEMBER SECURITIES CORPORATION
KRAMER INVESTMENT ADVISORS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

GAL SHERMAN
Sevak Khachatoorian
JEFFREY ALLEN TAYLOR
TAURAYI CHRISTOPHER MURAPA
Ani Tchorbajian
Maria Pisa DiMaggio
GEORGE LEE ANDREWS
Jesse Brent Mettrick
ARLAND KELLY
MICHAEL LAWRENCE KELLY
Christopher James Zuaro
DAVID LOPEZ
HOVIG PAUL OUNJIAN
Yuvraj Kataria
David Alexander Melgar
Vanessa Friedman
JUNE ALISON CHOW
JACK BRUCE MURAD
Eric M HUNT
Jonathan Andrew Gruber
Sam Farhoumand
ANTHONY BABAK MOTAMEDI
Salleh Beitollahi
Michael Austin Jacoby
Gregory Alan Nostrant
Blake S. Douvros
Abraham P. Galvez
RONALD ALLEN KRAMER
MAX ALBERT KRAMER
Gregory Alan Bishop

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