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Best financial advisors in Auburn Lake Trails, CA

Registered advisers within 25 miles of Auburn Lake Trails, CA.

Offices
503
Firms
190
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,053,202 clients when Item 5C has a number
Avg / client
$5.30M
Combined AUM ÷ clients

Nearby offices

Firms

IFC
EAGLE STRATEGIES LLC
EDWARD JONES
AMERICAN INVESTORS COMPANY
HENTCH SOLUTIONS
HAMMER ASSET MANAGEMENT, LLC
PFS INVESTMENTS INC.
WELLS FARGO CLEARING SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
CLARION ADVISORS INC.
VANTAGE FINANCIAL GROUP
AMERIPRISE FINANCIAL SERVICES, LLC
NORTHBROOK FINANCIAL GROUP, LLC
FERMATA ADVISORS
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Natalie Litchfield
Garrett Sterling Konrad
Evan Naves
PETER GUENTHER KONRAD
Shiloh Penn-Henry
SARAH ARLINE JOHNSON
CHRISTOPHER GREG PACKARD
Gregory Thomas Williams
FORREST RANDALL BLAIR
Keith Gordon Hentschel
DAVID ALLAN HAMMER
MAXINE LEIGH BODWAY
DONNA CIRELLI
ROBERT M MOLNAR
KATHY L RAY
ELIZABETH WASCHOW
ASHLEY BREANNE HALEY
DELWIN ROBERT FREW
Priscilla Luckhurst
Shawn R Sanchez
DERRICK SMITH ANDREWS
CHELSEA DENISE BAILEY
Grant Andrews
Nataliya Kalinyuk
MARSHALL DEAN GOINS
Karsten Samuel Kaczmar
MARK CHARLES CUNIBERTI
TIMOTHY AARON STEELE
JESS RYAN HUDSON
Mark Nelson Mishler
Keali'i Wolfgang Forsberg
Brian Louis Mishler
Rachel Katherine Kenney
Gene Mason Lovett III
DAVID LEE ODOM
LARRY CHARLES AU
TARA MARIE CAVRIKAS
Stuart Douglas Wenger
ANGELA KAY ADLER
CLARE ELIZABETH HIATT
GARY WILLIAM HENSON
ZACHARY JAMES WEIRICH
Jacqueline Marie Ellerbee
NATHAN JOEL MAHNKE
CATHI ANN WALLACE

Within 25 miles of Auburn Lake Trails, CA, Best Investors lists 190 registered investment advisory firms with 503 offices nearby, managing about $16.2T in combined regulatory AUM across 3,053,202 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 Auburn Lake Trails

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM