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Best financial advisors in Allendale, CA

Registered advisers within 25 miles of Allendale, CA.

Offices
160
Firms
51
Combined AUM
$10.0T
Firm-wide filings, not assets booked only here
Clients
2.39M
2,385,586 clients when Item 5C has a number
Avg / client
$4.20M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

MICHAEL JASON WHITE
Roberto Villalpando
CATHERINE CROSSLEY
Tashenah Rhavi McKneely
ANDREW MICHAEL PIGNATARO
Sean Michael O'Brien
Lisa-Ann Tomiko Nouchi
RUSSELL ALLEN BURCH
Jennifer Lo
Brent Edward Terrill
Cameron Cecil
David John Aanderud
Beth Aleta Rowe
Brenda Belnome
Dustin Donnell
LENNIS PAUL FRANCIS
MICHELE ANN DE GEORGE
MICHAEL STEVEN GRADL
ARIC NOBORU KOSHIYAMA
Inderjit Singh
Britni M. Hastings
Chelsea Leigh Mathis
Diana J Wei
JEAN CHAI
Lacy Ann Senate
Christian t Vaituulala
Harish Kumar
HAROLD EUGENE HILLIARD
Ashneil Prakash
Chris Silva

Within 25 miles of Allendale, CA, Best Investors lists 51 registered investment advisory firms with 160 offices nearby, managing about $10.0T in combined regulatory AUM across 2,385,586 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 Allendale

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM