Best financial advisors in Avery, CA

Registered advisers within 25 miles of Avery, CA.

Offices

20

Firms

9

Combined AUM

$3.01T

Firm-wide filings, not assets booked only here

Clients

289K

288,823 clients when Item 5C has a number

Avg / client

$10.4M

Combined AUM ÷ clients

Nearby offices

COMMONWEALTH FINANCIAL NETWORK

178 Big Trees Road Suite B-1
Murphys, CA 95247

CETERA INVESTMENT ADVISERS LLC

466 A MAIN ST
MURPHYS, CA 95247

10.1 miles away

EDWARD JONES

1300 KURT DR STE 101
ANGELS CAMP, CA 95222-9324

15.9 miles away

EDWARD JONES

467 S MAIN ST
ANGELS CAMP, CA 95222

16.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

218 S Main St.
Angels Camp, CA 95222-9359

16.4 miles away

CETERA INVESTMENT ADVISERS LLC

20707 N. SUNSHINE ROAD
SONOMA, CA 95370

16.4 miles away

COMMONWEALTH FINANCIAL NETWORK

995 MORNING STAR DRIVE SUITE A
SONORA, CA 95370

17.2 miles away

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

171 N WASHINGTON ST STE C
SONORA, CA 95370

17.2 miles away

FORUM FINANCIAL MANAGEMENT, LP

945 Morning Star Drive
Sonora, CA 95370

17.2 miles away

LPL FINANCIAL LLC

144 N WASHINGTON
SONORA, CA 95370

17.2 miles away

COMMONWEALTH FINANCIAL NETWORK

63 SOUTH WASHINGTON STREET SUITE A
SONORA, CA 95370

17.3 miles away

EDWARD JONES

199 SOUTH WASHINGTON STREET SUITE A
SONORA, CA 95370

17.5 miles away

EDWARD JONES

14570 MONO WAY STE H
SONORA, CA 95370

17.5 miles away

EDWARD JONES

13923 MONO WAY
SONORA, CA 95370

17.5 miles away

VALLEY WEALTH STRATEGIES, LLC

316 S. Stewart Street Suite #1
Sonora, CA 95370

17.6 miles away

WELLS FARGO CLEARING SERVICES, LLC

808 E MONO WAY
SONORA, CA 95370

17.9 miles away

EDWARD JONES

728 MONO WAY
SONORA, CA 95370-5233

STATE FARM INVESTMENT MANAGEMENT CORP.

726 Mono Way
Sonora, CA 95370

EDWARD JONES

19060 STANDARD ROAD STE 1
SONORA, CA 95370

18.8 miles away

WELLS FARGO CLEARING SERVICES, LLC

169 E SAINT CHARLES ST
SAN ANDREAS, CA 95249

19.5 miles away

Firms

COMMONWEALTH FINANCIAL NETWORK

CETERA INVESTMENT ADVISERS LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

FORUM FINANCIAL MANAGEMENT, LP

LPL FINANCIAL LLC

VALLEY WEALTH STRATEGIES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Investors

John Krutsinger

Jaime Jennifer Dowell

Randall Jon Ehle

Brian Vincent Fox

SABRINA ISABELLA JULIAN

Mauricio Cisneros

Timothy Scott Oskey

STEVEN CRAIG HAYWARD

CONNIE LEIGH FERRELL

SARAH JEAN SCHLENZ

DANIEL THEODORE CLARKE

SERENA LYNETTE DAVIS

Jason Gregory Pink

JOSHUA ADAM SUESS

KIMBERLY JOYCE HEMBREE

James Anthony Zaiter

Jerimie Joseph Zamora

David Roberto Cazares

Jessica Lynn Leveroos

NICOLE KIOMI KIKUGAWA

JEFFREY VINCENT PARIS

Jordan Roy Sergent

Rebekah Garvin Mackenzie

Blane Reynold Franca

GILBERT VALTIERRA

Within 25 miles of Avery, CA, Best Investors lists 9 registered investment advisory firms with 20 offices nearby, managing about $3.01T in combined regulatory AUM across 288,823 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 Avery

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 483 clients · 380 advisers $12.8B AUM 8 FORUM FINANCIAL MANAGEMENT, LP 155 clients · 116 advisers $8.69B AUM