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Best financial advisors in Ballard, CA

Registered advisers within 25 miles of Ballard, CA.

Offices
36
Firms
21
Combined AUM
$5.17T
Firm-wide filings, not assets booked only here
Clients
755K
754,802 clients when Item 5C has a number
Avg / client
$6.86M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
ONEDIGITAL
LPL FINANCIAL LLC
FINANCIAL TELESIS COMPANY
INDEPENDENT FINANCIAL PARTNERS
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
CENTRAL COAST TAX & FINANCIAL SERVICES
J.P. MORGAN SECURITIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

James Matthew Watts
Kelly R. Hunziker
GARY SCOTT MORROW
JORGE ARMANDO MORALES
JAVIER TRUJILLO
JEFFREY WILLIAM LITTLE
KELSEY CHRISTOPHER BENGOA
Christen Andrew Nielsen
Leslie Ann Swartwood
BRADLEY DARREN SICOFF
Bruce Porter
Mark Joseph Kavaloski
Loren James Grabau
Joshua Zebley
GARRETT LOREN SABIN
Yasser Itani
WARREN VICTOR EINOLANDER
JOHN EDWARD PUSCHECK
David R Harridge
Thomas Woodard
JEFF RICHARD KOESTER
JULIA GRACE TIPOLT

Within 25 miles of Ballard, CA, Best Investors lists 21 registered investment advisory firms with 36 offices nearby, managing about $5.17T in combined regulatory AUM across 754,802 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 Ballard

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 ONEDIGITAL 175 clients · 404 advisers $155B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM