Best Investors Account Sign in

Best financial advisors in Angwin, CA

Registered advisers within 25 miles of Angwin, CA.

Offices
230
Firms
86
Combined AUM
$10.9T
Firm-wide filings, not assets booked only here
Clients
2.42M
2,421,886 clients when Item 5C has a number
Avg / client
$4.52M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
RBO & CO, LLC
COOPER MCMANUS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
EAGLE STRATEGIES LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
SCOTT & ASSOCIATES INVESTMENT ADVISORY SERVICES
ILLUMINATE VENTURES
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
ONE CAPITAL MANAGEMENT, LLC
JANIAN INVESTMENT ADVISERS, LLC
TREK FINANCIAL

Investors

VALERIE CYNTHIA KREBS
MELVYN LEROY VARRELMAN
DOUGLAS JAMES MAZZUCCO
MICHAEL CHRISTOPHER CHAMPION
Charles T. Webster
Erin E Burke
Andrew Laddaran
DANIELLE MARIE NIDEROST
Stacy Ann Wells
PATRICK DOUGLAS SCOTT
JEANETTE L SQUIRE
DANIEL THOMAS PRIBBLE
CONVEASNA OUCH
Christopher Severson
BENJAMIN RUSSELL GARVIN
Kelly Mills
Robert Vincent Duffield
JAMES W HAGUE
DENIS RICHARD WHEATLEY
Mark Patrick Dunn
Miranda Jeanette Sandvig
Scott Parker Holder
Stefan James Matwijiw
Jane Kathryn Costello

Within 25 miles of Angwin, CA, Best Investors lists 86 registered investment advisory firms with 230 offices nearby, managing about $10.9T in combined regulatory AUM across 2,421,886 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 Angwin

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM