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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

INTEGRITY ADVISORY SOLUTIONS
LPL FINANCIAL LLC
STRATEGIC ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
DEL MONTE CAPITAL, INC.
MODERN WEALTH MANAGEMENT, LLC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
C & T FINANCIAL SERVICES GROUP, INC.
NWF ADVISORY SERVICES INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIRST COMMAND ADVISORY SERVICES
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MARATHON FINANCIAL ADVISORS
THE INVESTMENT HOUSE LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Anastasios George Konstantin
JEFFREY WESTON GORMAN
DANIEL MORONES-GARCIA
PHILIP A. TRINGALI
AVIALA HOUSTON
JACOB Z TORRES
CHRISTOPHER GRADO
STEPHEN E. GALLEY
TIMOTHY J BURKHARDT
ANGELIKA LIPOW
ALFREDO JOSE MORAN
PATRICIA J. MIRANDA
ELIZABETH J MUNCIE
KAYLA FRANCO
ANTHONY PAUL IVANCICH
MICHAEL ANTHONY KIRCH
JASON MICHAEL GORDO
Tammy R Jones
CHRISTINA LEIGH JENKINS
MARIAN MARTIN DEERING
SCOTT F FOSMARK
LAURENCE CHRISTIAN SORENSEN WALKER
TARA CHRISTEL TRAUTSCH
ROLF ALBERT TRAUTSCH
Vlada Trostyanskaya
Ashley Nicole Denemark
JOSE ANTONIO LIMONES
CHARLES EDWARD HEWETT
LYNDA ANN JOHNSON
Susan Lee Kendall
DIANA CAROLINA COLMENARES
STEVEN PAUL STEINBERG
Anand Alexander Bokde
HENRY BIGORNIA NIGOS

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