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Best financial advisors in Aromas, CA

Registered advisers within 25 miles of Aromas, CA.

Offices
163
Firms
69
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
2.50M
2,496,860 clients when Item 5C has a number
Avg / client
$4.49M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
HORNOR, TOWNSEND & KENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
CREATIVE FINANCIAL DESIGNS, INC.

Investors

FERNANDO LOPEZ
JOSE ANTONIO LIMONES
Abraham Garcia Rivera
Luann Michele Lauesen
Diana Katherine Brenneise
KEVIN M NEWHOUSE
MATTHEW CARLOS LOPEZ
Natalie Christine Smith
NATHAN ANDREW JONES
CHRISTOPHER M GEORGE
JUSTIN L HANNAH
AGUSTIN RAMIREZ
FELICIA SUDDHA GEORGE
CHRISTOPHER MICHAEL DANZER
Robert Timothy Fortino
Lukas Timothy Fortino
JEFFREY MICHAEL ORTH
Thomas Cole Montoya
Elizabeth Murillo
CHRISTOPHER DANIEL LOO
KARL JAMES NICHOLAS THOENI
KRISTI BAKER ELLINGTON
IVAN SOMMADOSI WILTON
DAVID FRANCIS JENKINS
Matthew Gregory Salyer
MARY KATHERYN MYLES
Edman Wong
Ignacio R Ceniceros
Jared Zhu
Alexis Winder
Cole Elliot Silva
Marcus R Guerra
Kyle Alexander Sharp

Within 25 miles of Aromas, CA, Best Investors lists 69 registered investment advisory firms with 163 offices nearby, managing about $11.2T in combined regulatory AUM across 2,496,860 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 Aromas

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM