Best Investors Account Sign in

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

NECTARINE
THRIVE PORTFOLIOS
CITIGROUP GLOBAL MARKETS INC.
B. RILEY WEALTH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
LPL ENTERPRISE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
CAPITAL FINANCIAL MANAGEMENT
COMMONWEALTH FINANCIAL NETWORK
COPIA WEALTH MANAGEMENT ADVISORS, INC.
BELPOINTE ASSET MANAGEMENT LLC
NAVY FEDERAL INVESTMENT SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.

Investors

Heather Nicole Comella
Lillian Hope Irion
Adam Nicholas Coleman
LINDA NMN GRIZELY
ARIK KERMIT PETERSON
Carla Taylor Adams
MADISON NESTOR SHARICK
KATHLEEN BRITTANY BOYD
Nicholas Gregory Kyburz
DAVID SCOTT BARTA
MATTHEW THOMAS GRAY
DANIEL PATRICK KENEALY
CRISTINA PEREZ
DARCI COLLEEN ZAUNMILLER
BRADLEY GILBERT
NICHOLAS STEPHEN BIALECKI
Darek Williams
NEAL THOMAS LEISCH
Austin Sandoval
Omar Sakr
JONATHAN MENDOZA
Haris Sayed Gailani
JUSTIN J NILES
MICHAEL SCOTT MCNEILL
Giovanni Vincent Monaco
Heath John Haggerty
KIRK ROY SHELDON
THOMAS ANTHONY TRAX
Cearra Christina Free
GREG WAYNE STAFFORD
ELISABETH MARIE DAWSON-SCHERBAUM
Katherine Rose Steck
Caidyn Jarred Taylor
MICHAEL WILLIAM BEST
ZACHARY W OLEINIK
Darryle Joseph Grimes
Benjamin David Grad
Serene Burbidge
JEFFREY PARKER OTT
DAVID HARRY ELSTER
BRIAN CLAUDE SHERWOOD
VICTORIA LEONARD

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