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Best financial advisors in Alta Sierra, CA

Registered advisers within 25 miles of Alta Sierra, CA.

Offices
65
Firms
29
Combined AUM
$5.10T
Firm-wide filings, not assets booked only here
Clients
969K
968,792 clients when Item 5C has a number
Avg / client
$5.26M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
APPLE & ASSOCIATES
OSTROFE FINANCIAL CONSULTANTS INC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
KROEGER FINANCIAL PARTNERS
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
PROSPERITY CAPITAL ADVISORS
EAGLE STRATEGIES LLC

Investors

Heather Thorpe
Christina Leanne Benton
Robert Smail
SONIA NICOLE JENKINS
PETER LELAND KETCHAND
DYLAN GORDON BLOMGREN
Matthew Lee Olsen
Ryan William Meacher
Garson Tanner Graham
SARAH ANNE MOODY
Kellie Irene Ettlin
NATHAN THOMAS LEISHMAN
Liam Bryce Apple
DANIEL BRYCE APPLE
Alyssa Raley
Sonja Lilja-Li
Cory M Fitzhugh
SARAH UYEN PHAM
ERIC COALSON SAMS
ERIC L YATES
Lucas John Mijares
Jesse James Ettlin
ORION KROEGER
Matthew Osypowski
TERRY MICHAEL BROWN
Tyler Charles Zwick
LUKE WERNER CUMMINGS
KIMBERLY MARIE KORF
Joshua Soria
SARAH FLANDERS SORIA
KYLE ROBERT SMITH

Within 25 miles of Alta Sierra, CA, Best Investors lists 29 registered investment advisory firms with 65 offices nearby, managing about $5.10T in combined regulatory AUM across 968,792 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 Alta Sierra

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM