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Best financial advisors in Balance Rock, CA

Registered advisers within 50 miles of Balance Rock, CA.

Offices
116
Firms
49
Combined AUM
$9.94T
Firm-wide filings, not assets booked only here
Clients
2.42M
2,418,537 clients when Item 5C has a number
Avg / client
$4.11M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PRIVATE ADVISOR GROUP, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
MUTUAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
THE AMERIFLEX GROUP
LINCOLN INVESTMENT
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
ON INVESTMENT MANAGEMENT CO

Investors

Rey David Mendez
Jaime Torres
MARK CHRISTOPHER SHOEMAKER
ROMAN LARA
PATRICK HENRY NANAMURA
MARK NANAMURA
JOHN SEBASTION HARDIN
TRUETT JOHN HARDIN
ROSE MARY QUINONEZ
ERIC SAMUEL BALL
RICHARD RAMOS
Ryan Castro
COURTNEY L DEMERS
Michael Allen
Glenn Orville Allen
GILBERTO ZAMORA FERNANDEZ
LUIS GERARDO BORQUEZ
Karyn Erne Beltran-Medina
Jason R Jensen
JEFFREY EARL TAYLOR
MICHAEL ANTHONY BRAZZELL
VICTOR DANIEL GONZALES
JOHN CLENNON WILLIAMSON

Within 50 miles of Balance Rock, CA, Best Investors lists 49 registered investment advisory firms with 116 offices nearby, managing about $9.94T in combined regulatory AUM across 2,418,537 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 Balance Rock

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