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Best financial advisors in Atascadero, CA

Registered advisers within 25 miles of Atascadero, CA.

Offices
137
Firms
66
Combined AUM
$9.83T
Firm-wide filings, not assets booked only here
Clients
2.43M
2,429,521 clients when Item 5C has a number
Avg / client
$4.05M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
SLO MONEY MANAGERS
KOBATA FINANCIAL
CORNERSTONE WEALTH MANAGEMENT, LLC
MADISON AVENUE SECURITIES, LLC
ROTHMAN INVESTMENT MANAGEMENT, LLC
CORVUS WEALTH ADVISORS LLC
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC

Investors

THOMAS TERRY VIGIL
Nazaree Jackson
Natali Medina Sanchez
COURTNEY MARIE MORROW
Charles Althair Matthews
Sara Rose Hays
PAUL ANDREW PAROTTI
SARAH MARIE ANDERSON
NELSON MIKI KOBATA
David Charles La Rue
TIMOTHY HAROLD HOLT
JACOB TIMOTHY ROTHMAN
Larson Duncan Patty
ROBERT ALAN GARCIA
STEPHANIE CHRISTINA KEMP
Anthony Lyn Leonti
Katelin Mahoney
Travis Domingues
Alison Rose Shannon
SHELLEY LOUISE GILL
Matthew David Oppedahl
Michael Andrew Thomas
DAREN SCOTT FRIEDLE
Ricardo Amador Cordova
STEPHEN JAMES WEBER
JOSEPH DALE POLLARD
SHAWN AUBREY ARNER

Within 25 miles of Atascadero, CA, Best Investors lists 66 registered investment advisory firms with 137 offices nearby, managing about $9.83T in combined regulatory AUM across 2,429,521 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 Atascadero

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM