Best Investors Account Sign in

Best financial advisors in Arcata, CA

Registered advisers within 25 miles of Arcata, CA.

Offices
33
Firms
16
Combined AUM
$5.80T
Firm-wide filings, not assets booked only here
Clients
1.19M
1,192,088 clients when Item 5C has a number
Avg / client
$4.86M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
STONEX ADVISORS INC.
EDWARD JONES
PROSPERA FINANCIAL SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

JOANNE SUE LEACH
Andrew William Shaw
HAIDER MUNTHER AJINA
LIANA LEE FREEMAN
EDWINA MATTINGLY BORDMAN
Angelique Marie Konopa
Devin Peal
DAX THOMAS WILLIAMSON
PHILLIP SHERWOOD FREEMAN
LINDA LEE CAMPBELL
Asa Greg White Shively
VANESSA LIANA STEINBECK
Gregory J Seiler
RONALD STUART BERGENSKE
Janelle Joy Swan Robinson
BRANDON JAMES STOCKMAN
Sean Patrick Molyneaux
Herbert E Wood
Karen Lynn Houseworth
Fredrick Robinson
DONNA MITNIK BOWEN
LAURA KATHLEEN HUSSEY
ANDREA RENAE ALEJANDRE

Within 25 miles of Arcata, CA, Best Investors lists 16 registered investment advisory firms with 33 offices nearby, managing about $5.80T in combined regulatory AUM across 1,192,088 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 Arcata

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM