Best Investors Account Sign in

Best financial advisors in Applegate, CA

Registered advisers within 25 miles of Applegate, CA.

Offices
411
Firms
169
Combined AUM
$15.9T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,052,159 clients when Item 5C has a number
Avg / client
$5.21M
Combined AUM ÷ clients

Nearby offices

Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
EDWARD JONES
AMERICAN INVESTORS COMPANY
AMERIPRISE FINANCIAL SERVICES, LLC
NORTHBROOK FINANCIAL GROUP, LLC
FERMATA ADVISORS
ARROW WEALTH ADVISORS
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
TAX PLANNING PROFESSIONALS, INC
IFC
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
HENTCH SOLUTIONS

Investors

KATHY L RAY
ELIZABETH WASCHOW
ASHLEY BREANNE HALEY
DELWIN ROBERT FREW
Gregory Thomas Williams
FORREST RANDALL BLAIR
Brandon Brooke
GARY WILLIAM HENSON
ZACHARY JAMES WEIRICH
DANIEL LEE SELTZER
Mitchell Harris Law
WILLIAM STAFFORD CRAIG
THOMAS CAMERON WRAY WOOLLEY
Matthew Percey
WILLIAM EDMOND WITZKE
PAUL CHRISTIAN HANNA
David P McHugh
Steve E Cowles
GEORGE GRAZIANO
Mark Nelson Mishler
Keali'i Wolfgang Forsberg
Brian Louis Mishler
Natalie Litchfield
Garrett Sterling Konrad
Evan Naves
PETER GUENTHER KONRAD
Shiloh Penn-Henry
DAVID LEE ODOM
LARRY CHARLES AU
TARA MARIE CAVRIKAS
Stuart Douglas Wenger
ANGELA KAY ADLER
CLARE ELIZABETH HIATT
ROBERT M MOLNAR
KEVIN ANDREW HARBACK
Keith Gordon Hentschel

Within 25 miles of Applegate, CA, Best Investors lists 169 registered investment advisory firms with 411 offices nearby, managing about $15.9T in combined regulatory AUM across 3,052,159 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 Applegate

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM