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Best financial advisors in Ahwahnee, CA

Registered advisers within 25 miles of Ahwahnee, CA.

Offices
6
Firms
6
Combined AUM
$1.92T
Firm-wide filings, not assets booked only here
Clients
741K
741,056 clients when Item 5C has a number
Avg / client
$2.59M
Combined AUM ÷ clients

Nearby offices

Firms

SIERRA ASSET MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
YOSEMITE WEALTH
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

DONALD ANTHONY DEBERNARDI
JEFF DEWAYNE SINGLETON
Andrew Scott Ketchum
Daniel S. Gianopulos
Travis Trettin
FRANK MILLER STAVES
SHAWNA MARIE PETRUSHKIN

Within 25 miles of Ahwahnee, CA, Best Investors lists 6 registered investment advisory firms with 6 offices nearby, managing about $1.92T in combined regulatory AUM across 741,056 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 Ahwahnee

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

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 SIERRA ASSET MANAGEMENT 1 advisers $462M AUM 6 YOSEMITE WEALTH 71 clients · 1 advisers $16.3M AUM