Best Investors Account Sign in

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

KMR WEALTH ADVISORY, LLC
LANCE PARKER WEALTH MANAGEMENT
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
CERRO PACIFIC WEALTH ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
R.I.T. WEALTH ADVISORS
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
WRIGHT WEALTH STRATEGIES, LLC
FARMERS ASSET MANAGEMENT, LLC
INDEPENDENT FINANCIAL GROUP, LLC
EAGLEBROOK ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

KRISTIN MARIE RASMUSSEN
LANCE PAUL PARKER
MONTE GENE TENEYCK
MICHAEL DAVID SMITH
JAY LANDON HUTCHCRAFT
JENNIFER JOY PEARSON
Latisha M Pryor
CHANDRA CHARLOTTE TRY PLATT
Brian MacKenzie Clarke
Nicolas Walter
DEBORAH H SULLIVAN
Mitchell Wallace
NICHOLAS MARSHALL SCOTT
Michael Donovan Morrison
BRIANNA MARIE FERGUSON
TIMOTHY J REYNA
DANIEL KEITH SPEIRS
LYLE LINDSAY MEEK
SAM OLSON RODGERS
Noah Anthony Aragon
JIM WAYNE HAMARI
Michael Chase Brooks
BRITTANY Brianne BRUCE
RIGOBERTO JAVIER PENA-RANKIN
MARK AEILTS BARTON
Jocelyn Nicole Furtado
Deanna Jebamani Richards
RYAN DENNIS OLSON
COBY BRANDT SNYDER
ANDREW JAMES WRIGHT
Dave W Pruett
TREVOR PATRICK MORIARTY
STACEY M STANEK-BYARS
PATRICIA CAROL THOM
JAMES MATTHEW MCCONAGHY
JON DARBY POLLOCK
BRIAN MICHAEL WIESE
Joshua Irwin Rocha

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