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Best financial advisors in Asw Training Ctr, CA

Registered advisers within 25 miles of Asw Training Ctr, CA.

Offices
1,116
Firms
480
Combined AUM
$18.2T
Firm-wide filings, not assets booked only here
Clients
91.7M
91,681,118 clients when Item 5C has a number
Avg / client
$198.9K
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FIDUCIARY FINANCIAL ADVISORS
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
BREAKAWAY INDEPENDENT ADVISORS, LLC
STOLPER & CO., INC.
CETERA INVESTMENT ADVISERS LLC
TUSHAUS WEALTH MANAGEMENT
VOYA FINANCIAL ADVISORS, INC.
OCTAVIA WEALTH ADVISORS LLC
U.S. BANCORP ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
CENTAURUS FINANCIAL, INC.

Investors

CORTLAND DONALD GRAY
ISAAC ALAN HANSEN
Marisa Ford
DONALD CRAIG WILKIE
STEPHEN MICHAEL COTA
NATHAN HIRR MEDINA
GARRETT NEWMAN
Louie J Dolor
Fernando Vivanco
DAVID W SMITH
Bradley Kent Nelson
Jenica Maureen Bertalan
MICHAEL CURTIS MORRISON
BARRET WILLIAM ANGELO FROST
TYLER BENJAMIN ROWE
FRANK EDWARD MESSENGER
BEN MATTHEW MALLINGER
MICHAEL THOMAS FALTICO
CHASE MICHAEL TUSHAUS
JOHN JOSEPH BARBA
ERIC James BLACKHALL
Gavin John Carter
Tracy Kaufman Weibel
WARREN STONE DUTHIE
JASON PAUL SANTOS

Within 25 miles of Asw Training Ctr, CA, Best Investors lists 480 registered investment advisory firms with 1,116 offices nearby, managing about $18.2T in combined regulatory AUM across 91,681,118 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 Asw Training Ctr

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM