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Best financial advisors in Bakersfield, CA

Registered advisers within 25 miles of Bakersfield, CA.

Offices
103
Firms
47
Combined AUM
$9.62T
Firm-wide filings, not assets booked only here
Clients
2.43M
2,432,119 clients when Item 5C has a number
Avg / client
$3.95M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
BOLTHOUSE INVESTMENT MANAGEMENT SERVICES
ENTRUITY WEALTH, LLC
CHARLES SCHWAB & CO., INC.
VALMARK ADVISERS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BARNES WEALTH MANAGEMENT GROUP
WELLS FARGO CLEARING SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
PRINCIPAL SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
WOODWARD DIVERSIFIED CAPITAL, LLC
HOWARD FINANCIAL
SIERRA CAPITAL MANAGEMENT
WORLD INVESTMENT ADVISORS, LLC

Investors

Kristine Suzanne Hertin
Jose Manuel Escalada
LISA DIANE KEMPH
BRAD ALAN JANTZ
ANDREW CALVIN BARNES
BRADLEY CALVIN BARNES
ANTON THOMAS PISKAC
JASVENDER SINGH GREWAL
Marisol R O'Neil
Oscar Javier Barbosa
JOSEPH ANTHONY TROVATO
Tate Dean Trovato
Blake EVAN Goehring
CHERYL TRAIL
CRAIG M HUFF
JANSSEN H CARR BARFIELD
NICHOLAS T AMSTUTZ
BRIAN DOUGLAS SELF
FREDDY JOAQUIN SOZA
TATE DOUGLAS WILLIAMSON
Brandon James Billings
BRADFORD L MCNAUGHTON
David M Wilson
DOUGLAS HARLEY AMSTUTZ
DONNA MARIE WEGMANN
Nicholas K Valos
Mario R Orellana
SCOTT C BARKS
DANI MICHELLE O'DONNELL
Adam Duhaime Mackall
RONALD JULIUS CHURCH
STEVEN ALLEN BARNES
RODNEY SCOTT PALMER
Trevor Daniel Hedge
PETER JOHN WOLLESEN
ELIZABETH CARRILLO
FRANK J COLATRUGLIO
MONICA CATHLEEN BANDUCCI
JAMES EDMOND CHURCH
BARTON L BUSSELL
GARETT JAMES COLATRUGLIO
JOHN FREDERICK BUSH
DAVID DWAYNE WESTERFELD
JAY BERNARD ERICSSON
WALTER E. HERNANDEZ
JON ARTHUR SAMPSON
GARY JON SAMPSON
Jeffrey Richard Bell
Spencer Gumm
ELIZABETH ANN Cardenas
RICK L SCOTT
Michael Anthony Arvizu
Bobby Allen Stewart
RICARDO YANEZ
JOHN CARTER PIPER
SON DUY LE
DENNIS DOYLE HAMILTON
Jason Boyd
RUPERT B GREGORIO
Cutter Brice Amos
RENANTE BAGAIN CADIZ
ERIK POHLS DULLENKOPF
BEAU THOMAS WOODWARD
GABRIEL THOMAS WOODWARD
Caleb James Richmond
THOMAS DORSEY WOODWARD
LANCE RAYMOND HOWARD
Stanley SCOTT GARRISON
THOMAS DEAN MING

Within 25 miles of Bakersfield, CA, Best Investors lists 47 registered investment advisory firms with 103 offices nearby, managing about $9.62T in combined regulatory AUM across 2,432,119 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 Bakersfield

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM