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Best financial advisors in Avalon, CA

Registered advisers within 25 miles of Avalon, CA.

Offices
9
Firms
6
Combined AUM
$1.52T
Firm-wide filings, not assets booked only here
Clients
641K
640,655 clients when Item 5C has a number
Avg / client
$2.37M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
WATERFRONT ADVISORS

Investors

NINA SANTICH
Wesley G Sullivan
GABRIEL JIMENEZ
Patrick D Baker
Conrad V Badillo
CHIEHRU CHENG
JIMMY A RAMIREZ
CRISTIAN Y AMAYA-MARTINEZ
MICHAEL SCOTT NEVINS
CARY ELBERT SCHULTZ
PHILIP JOHN CALIFANO
VICTOR JAMES HAZARD
CHRISTOPHER COLE YOUNG

Within 25 miles of Avalon, CA, Best Investors lists 6 registered investment advisory firms with 9 offices nearby, managing about $1.52T in combined regulatory AUM across 640,655 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 Avalon

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 ALLSTATE FINANCIAL ADVISORS, LLC 358 advisers $142M AUM 6 WATERFRONT ADVISORS 1 advisers $2.98M AUM