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Best financial advisors in Alpine, CA

Registered advisers within 25 miles of Alpine, CA.

Offices
285
Firms
116
Combined AUM
$9.72T
Firm-wide filings, not assets booked only here
Clients
89.7M
89,673,717 clients when Item 5C has a number
Avg / client
$108.4K
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
EXODUS WEALTH, LLC
TELOS CAPITAL MANAGEMENT, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MADISON AVENUE SECURITIES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
M WEALTH MANAGEMENT, LLC
TAXABLE WEALTH
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LIBERTY SOLUTIONS ADVISORS
U.S. BANCORP ADVISORS, LLC
COPLEY FINANCIAL GROUP, INC.
FIRST COMMAND ADVISORY SERVICES
VALIC FINANCIAL ADVISORS, INC.

Investors

JEFFREY PARKER OTT
SERGIO-PEDRO PEREZ
Daniel Castro
Christian Torres
GARY DENNIS HOCHMAN
NICK ANTHONY TORRES
BRIAN ERIC SAMUELS
Aaron Michael Kaplan
WARREN ELLIOT BINSTOCK
JONATHAN PAUL FAIRCHILD
MICHAEL RAY WHITEHURST
CHARLES FREDERICK CHAMBERLIN
RANDALL LYNN WHITFIELD
ANDREW WINSLOW WELD
RYAN J BECKHAM
Jamie Lynn Noriega
STEFAN MEIERHOFER
JEREMY ELLIOTT CHAFFIN
TIMOTHY THOMAS DRAKE
MATTHEW PATRICK LUCKHAM
JOSEPH MICHAEL STENOVEC
Daniel Shahmoradian
MARTIN WILLIAM MCNEES
MEAGAN NICOLE PHELPS
John Paul Fazzini
Nicole Marie Cavalcante
Michael Erwin
Stefan Andrei Cherniawski
Marius Aleksandras Anuzis
Ethan D Ziegler
David Gregory Kuzmic
Maxwell Scott Mowrer
BARRY ALAN RICHEY
Steven Brahy
BRADLEY SCOTT FORD
JAMES ARTHUR STOKES
BRIAN KEITH MIRAU
JAY SCOTT KRAMER
JOSEPH VERNON LEE
TIMOTHY RICHARD PASHLEY
ERIC HARRIS
CHADWICK RYAN PAYNE
CINDI LYNN PORTER-ROWE
NICHOL LEE HOFF
VILAYPHONE FIXSEN
James Walter Noack
JANINE MICHELLE POLLEY
Michael Bono
CHRISTINE JEAN DIRUSCIO
MARK OBERLANDER
Rory Dean Miller
ANNETTE VICTORIA SULLIVAN
DIMITRY TIKHONOV
JEFFREY THOMPSON
MICHAEL IAN OLSEN
PATRICK CHRISTOPHER ROMERO
Joy Funk
Quentin Pinner
Samuel Mark Bonikowsky
Bryce Lowell Veazey
RICHARD JAY GOPIN
Diane Ellen Beamer
RANDAL LEON ATWELL
ROBERT PAUL SEAWRIGHT
PATRICK WAYNE AYERS
JAMES ANDREW GEAKE
MARK WILKINSON RICHARDS
KENNETH DAVID LOEBEL
DONALD L ANDERS
Jessica A Passier
DANIEL ADAM NESMITH
RICK O'NEAL
MICHAEL ALAN MARTIN
TODD JONATHAN LABELLMAN
WESLEY FORD
Jakub Anton Hall
GEORGE EDWARD AROCHA
DENNIS ALAN CIRBO
WILLIAM JAMES PORTER
MARY BOCKMAN HOLEVINSKI
NEIL JAY WERBERIG
Laura Ann Malechuk
SHARON LYNN VIANO
DEBORAH SUE SIMS
MARK STEVEN KRUMAN
PHILLIP CLIFTON ALLEN
JEFFERY JOHN SCHADE
MARK ANTHONY SANCHEZ
Charles D Dodds
DONNA RAE BELLAMY
Anthony S Mowrer
CHARLES JOSEPH HENNINGER
Jonathan Lewis Levy
Tony Ramez Torbey
Matthew Ferri
Maria Moschitta
Nicholas Todd Smith
Christopher Simich
CRAIG LYNN JERNIGAN
Hunter Rockwell Favorite
ANNE MARGARET GOTINGCO
PHILIP SCOTT BRADSHAW
JOSEPH PATRICK ORTEGA
SUZANNE CATHERINE LATOUR
TIMOTHY CHIEN-WEI CHEN
DAVID HARRY RICHMAN
ALEXANDER JONATHAN VOILS
DANIELLE JOLENE FERRER
Erin K Bethge
Zachary Cohodes
Cason R Dougall
KENNETH W JUDD
TAIMUR ALI BAIG
GARY LAWRENCE WARDEIN
Alin Katiraei Frentzen
Cody J Cabot
BRUCE DOUGLAS BEATY
ANASTASIA GENE MELBROD
SCOTT H MELBROD
WESLEY W MELBROD
JAMES DEREK PAULSEN
JULEANE ELIZABETH SPITTLER
DAVID GENE LU
CHRISTOPHER MARC JETTE
RYAN PATRICK LOCANTO
KEVIN ROBERT CHOI
ELIZABETH SANCHEZ
DOUGLAS THOMAS PEART
BLAKE CAMERON FOSTER
JESSICA POENG CUEVAS
DANIELLE NICOLE ANDREW
EDWARD CHARLES SIGNAIGO
WILLIAM BITSIMIS
MICHAEL JAMES MUEHL
MARTIN DAVID LEVINE
JASREEN K SIDHU
Michelle Lynn Simmons
DENNIS D HENNINGS
Joshua Tanner Thompson
Megan Michele Thompson
KENT FLOYD THOMPSON
Steven D Varghese
ANTHONY PETER RICCI
DONALD LOUIS DALESANDRO
Angel Juan Estrada
Diego Diaz
Troy Lee Robertson
ALAN THOMAS BUNCE
MATTHEW D KLEIN
Scott Zardenetta
Philip John Denstad
Athena Zeidler
MATTHEW DAVID COPLEY
Kent Allen Hulse
Jessica Renee Roth
DAVID CARL MAGEE
Ruben Garcia Camacho
David Morales
Sean Jacob Ferreiro
Nicholas Ray Wallace
Mark Thanh Nguyen
Nicholas Wakefield
Andres Miguel Sanchez Quiroz
Dustin Sterling Ferreiro
Abigail Marie McDaris Woods
Anna Marie Beasley
Marcus Aaron Little
Lincoln Muriithi
Brian BuDoff
JASON RONALD SURYA
Joseph Cisneros
Michael Cheng
JACOB ROBERT GEDIS
ALAN PAMINTUAN
BRIAN CRANE ELLIOTT
HOLLY R. SALAZAR
NICOLE COTT ROSS
JAMES GUY FERGUSON
DAVID WAYNE KEELY
BRIDGETTE C ZIOLKOWSKI
ZHI REN LIANG

Within 25 miles of Alpine, CA, Best Investors lists 116 registered investment advisory firms with 285 offices nearby, managing about $9.72T in combined regulatory AUM across 89,673,717 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 Alpine

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM