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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

OSAIC WEALTH, INC.
C & T FINANCIAL SERVICES GROUP, INC.
NWF ADVISORY SERVICES INC
MARATHON FINANCIAL ADVISORS
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
THE INVESTMENT HOUSE LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INTEGRIS WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
T.H. RAPKO & COMPANY, LLC
INTEGRITY ADVISORY SOLUTIONS
LPL FINANCIAL LLC
YEAR ZERO VENTURES GROUP LLC

Investors

SUSAN JANE REDE
TARA CHRISTEL TRAUTSCH
ROLF ALBERT TRAUTSCH
LYNDA ANN JOHNSON
ANTONE DOMAN MERCURIO
Francisco A Arevalo
EUGENE GANELES
STEVEN PAUL STEINBERG
Anand Alexander Bokde
Susan Lee Kendall
DIANA CAROLINA COLMENARES
Juliana Cardinale
Andres Gomez
RONALD PAUL HORTA
Alex Richard Minelli
KYLE DAVID GEORGE
Denise B Ganji
PATRICIA ANNE BRUKOFF
Caroline Reeve Duddy
Benjamin Harper Bishop
Cole William Keller
STEVEN PAUL KELLER
WHITNEY Q NING
YVONNE SAN NICOLAS-BARCINAS
Paul N Gregory
KAY F SULLIVAN
RYAN JOSEPH MCCORMICK
JESSICA R STEWART
Eriberto Luna Alvarez
CRAIG BRINTON
Catherine Marino-Edwards
Ramsin J Ganji
DAVID REFUERZO
ALEXANDER MARK DUDDY
MORGANE IRMA MCNALLY
MELANIE ELIZABETH PITNICK
Oscar A Alcala
ELIZABETH GRIFFITH KIRKPATRICK
RICHARD LOUIS SOARES
Abraham Garcia Rivera
Robert Michael Farrens
KEVIN REID MAHONEY
ALEXANDER BRICE BLACK
Elizabeth R Gibson
Jessica Lauren Cutler
Katherine Antoinette Woolever
Julie Olson Roth
Robert Easton Hood
MICHAEL AARON LEAVY
KAY CASSIE OH
Alex Patrick Kiley
James Reed Gerber
CATHERINE T HORAN WALKER
Aida Rosas
THOMAS H RAPKO
Anastasios George Konstantin
JEFFREY WESTON GORMAN

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