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Best financial advisors in Baker Ranch, CA

Registered advisers within 25 miles of Baker Ranch, CA.

Offices
79
Firms
35
Combined AUM
$5.51T
Firm-wide filings, not assets booked only here
Clients
1.06M
1,063,404 clients when Item 5C has a number
Avg / client
$5.19M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
EAGLE STRATEGIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
IFC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
TAX PLANNING PROFESSIONALS, INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
PROSPERITY CAPITAL ADVISORS

Investors

Alyssa Raley
Sonja Lilja-Li
KYLE ROBERT SMITH
Cory M Fitzhugh
SARAH UYEN PHAM
WILLIAM EDMOND WITZKE
Natalie Litchfield
Garrett Sterling Konrad
Evan Naves
PETER GUENTHER KONRAD
Shiloh Penn-Henry
Christopher Hart
Cody A Fitting
Steve E Cowles
Mark Nelson Mishler
Keali'i Wolfgang Forsberg
Brian Louis Mishler
THOMAS CAMERON WRAY WOOLLEY
Matthew Percey
TERRY MICHAEL BROWN
Tyler Charles Zwick
PAUL CHRISTIAN HANNA
David P McHugh
STACY ANNE GRAHAM
DAVID LEE ODOM
LARRY CHARLES AU
TARA MARIE CAVRIKAS
Stuart Douglas Wenger
ANGELA KAY ADLER
CLARE ELIZABETH HIATT
GEORGE GRAZIANO
ROBERT M MOLNAR
ERIC COALSON SAMS
ERIC L YATES
Tessa DeVere Marmorstein
HUNTER WILLIAM BAILEY
Joshua Soria
SARAH FLANDERS SORIA

Within 25 miles of Baker Ranch, CA, Best Investors lists 35 registered investment advisory firms with 79 offices nearby, managing about $5.51T in combined regulatory AUM across 1,063,404 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 Baker Ranch

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM