Best Investors Account Sign in

Best financial advisors in Allensworth, CA

Registered advisers within 25 miles of Allensworth, CA.

Offices
14
Firms
9
Combined AUM
$3.77T
Firm-wide filings, not assets booked only here
Clients
761K
760,609 clients when Item 5C has a number
Avg / client
$4.96M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PRIVATE ADVISOR GROUP, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
MUTUAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PRINCIPAL SECURITIES, INC.
J.P. MORGAN SECURITIES LLC

Investors

RICHARD RAMOS
GILBERTO ZAMORA FERNANDEZ
ERIC SAMUEL BALL
Rey David Mendez
Jaime Torres
MARK CHRISTOPHER SHOEMAKER
ROMAN LARA
PATRICK HENRY NANAMURA
MARK NANAMURA
JOHN SEBASTION HARDIN
TRUETT JOHN HARDIN
ROSE MARY QUINONEZ
RENEE JEAN SOTO
Alexandra Macias Gonzalez
BRYCE ANTHONY HARRIS
IGOR FERREIRA
CRAIG MATTHEW VEJVODA
Tim D Lippincott

Within 25 miles of Allensworth, CA, Best Investors lists 9 registered investment advisory firms with 14 offices nearby, managing about $3.77T in combined regulatory AUM across 760,609 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 Allensworth

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 PRIVATE ADVISOR GROUP, LLC 1,033 clients · 854 advisers $44.3B AUM 6 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 MUTUAL ADVISORS, LLC 30 clients · 159 advisers $8.55B AUM