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Best financial advisors in Auberry, CA

Registered advisers within 25 miles of Auberry, CA.

Offices
5
Firms
5
Combined AUM
$964B
Firm-wide filings, not assets booked only here
Clients
285K
285,295 clients when Item 5C has a number
Avg / client
$3.38M
Combined AUM ÷ clients

Nearby offices

Firms

SOWELL MANAGEMENT
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC

Investors

EDWARD RAYMOND FORAKER
BROOKE ELIOT BARNES
Jon Patrick Engel
JASON MATTHEW NENADOV
John Marshall Frantz

Within 25 miles of Auberry, CA, Best Investors lists 5 registered investment advisory firms with 5 offices nearby, managing about $964B in combined regulatory AUM across 285,295 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 Auberry

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 3 SOWELL MANAGEMENT 110 advisers $4.81B AUM 4 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM 5 MUTUAL OF OMAHA INVESTOR SERVICES, INC. 6,880 clients · 293 advisers $32.0M AUM