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Best financial advisors in Alisal, CA

Registered advisers within 25 miles of Alisal, CA.

Offices
120
Firms
60
Combined AUM
$12.0T
Firm-wide filings, not assets booked only here
Clients
2.39M
2,387,024 clients when Item 5C has a number
Avg / client
$5.05M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
HASTIE FINANCIAL GROUP
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ON INVESTMENT MANAGEMENT CO
CETERA INVESTMENT ADVISERS LLC
MORGAN STANLEY
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
HILLTOP SECURITIES INC.

Investors

DAVID FRANCIS JENKINS
Matthew Gregory Salyer
MICHAEL TODD SMITH
ROSEMARY ANN MANRAO
JOSEPH TIMOTHY IRWIN
DAVID DONNELLAN REYNOLDS
NICOLE H LEFFINGWELL
Charles Henry Leupold
JOSHUA JAMES IRWIN
JOSHUA ERIC BENNETT
DOUGLAS ALAN GUTSHALL
Ericka Gutshall
MATTHEW RING
THOMAS BAIR
Thomas Gutshall
Walter Retzlaff
SERVANDO REY ZAGAL
DUANE ARLEN NACK
LARRY DAVID NELSON
Ryan Matthew Hastie
WILLIAM JOSEPH HASTIE
Juan Pablo Aldama
JUAN ANTONIO MARANON
Carlos A. Fullen
GONZALO BRAVO
AGHAHOWA ANTHONY IGBINOVIA
JOSE ANTONIO CERDA
RAUL FIGUEROA
MARY KATHERYN MYLES
FRED FRANCISCO SPRINZ
DENI LYNN PATTON
IVAN SOMMADOSI WILTON
Joseph Edward Stretch
JOHNNY DANIEL CASTANEDA
Andrew MacQuarrie
SHERI LEE DAVIDSON
HENRY JAMES FRANSCIONI
TODD ARTHUR KNAPP
STEVEN WILLIAM EMERSON
GABRIEL FAUNCE
CHRISTOPHER MURRAY
KEVIN DARIN KOTT
THOMAS JAMES FALEDAS
MICHAEL RICHARD DAVIDSON
KEVIN DOELL
WILLIAM JAMES PINKERTON
LEONARD NORMAN LAUB

Within 25 miles of Alisal, CA, Best Investors lists 60 registered investment advisory firms with 120 offices nearby, managing about $12.0T in combined regulatory AUM across 2,387,024 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 Alisal

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