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Best financial advisors in Angels Camp, CA

Registered advisers within 25 miles of Angels Camp, CA.

Offices
38
Firms
17
Combined AUM
$3.47T
Firm-wide filings, not assets booked only here
Clients
696K
695,899 clients when Item 5C has a number
Avg / client
$4.99M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
DESERT ROSE CAPITAL MANAGEMENT, INC.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
VALLEY WEALTH STRATEGIES, LLC
FORUM FINANCIAL MANAGEMENT, LP

Investors

STEVEN CRAIG HAYWARD
Mauricio Cisneros
Timothy Scott Oskey
Sarah L Oskey
DONNA MARIE STEVENSON
GILBERT VALTIERRA
Brian Vincent Fox
SABRINA ISABELLA JULIAN
John Krutsinger
Jaime Jennifer Dowell
Randall Jon Ehle
Carrin L Blyth
Drew M. McCurdy
SERENA LYNETTE DAVIS
JOSHUA ADAM SUESS
KIMBERLY JOYCE HEMBREE
James Anthony Zaiter
NICOLE KIOMI KIKUGAWA
Jason Gregory Pink
SARAH JEAN SCHLENZ
DANIEL THEODORE CLARKE
Rebekah Garvin Mackenzie
Jordan Roy Sergent
JEFFREY VINCENT PARIS
David Roberto Cazares
Jessica Lynn Leveroos
Jerimie Joseph Zamora

Within 25 miles of Angels Camp, CA, Best Investors lists 17 registered investment advisory firms with 38 offices nearby, managing about $3.47T in combined regulatory AUM across 695,899 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 Angels Camp

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM