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Best financial advisors in Ballico, CA

Registered advisers within 25 miles of Ballico, CA.

Offices
96
Firms
46
Combined AUM
$9.46T
Firm-wide filings, not assets booked only here
Clients
1.33M
1,332,387 clients when Item 5C has a number
Avg / client
$7.10M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
BERGER ASSET MANAGEMENT, INC.
OSAIC WEALTH, INC.
INTEGRAL WEALTH MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HILLBERG CAPITAL MANAGEMENT, LLC
NWF ADVISORY SERVICES INC
AFS INVESTMENTS
CITIGROUP GLOBAL MARKETS INC.
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC

Investors

JAMES ARTHUR HAYES
Jeron Jack Brown
LETISHA MARIE MIRANDA
KEVIN RICHARD BERGER
CURTISS LEWIS DEOLIVEIRA
JODI ANN KARAMBELA
MICHAEL THOMAS ABRAM
Brooke Hill Gaither
MALLORY KOLE SISE
DARNELL MATTHEW SIMMONS
ROBERT L HILLBERG
RODNEY BRIAN SMITH
ADAM JACK BAIN
STEVEN ANDREW HILL
STEVE HITOSHI TERANISHI
DORA TINA STEELEY
Mark T Seivert
Alexander Thomas Esco
Nicholas T Mori
Edward Guzman
PETER Anthony PADILLA
ERIC P GIELING
NAI KAE SAELEE
CLINTON WESLEY MOORE
BRIAN JAMES GUDGEL
EDWARD FRANK MACHA
MELISSA DANIELLE FRAZIER
RONALD BRYAN EWING
Andres Curiel
Thomas Anthony Ochinero
DANIEL JOHN ZACHARIAS
SUZANNE HEATHER SMITH
David Norton Wood
Mark Anthony Vega Felix
Ann Xaipanya

Within 25 miles of Ballico, CA, Best Investors lists 46 registered investment advisory firms with 96 offices nearby, managing about $9.46T in combined regulatory AUM across 1,332,387 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 Ballico

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM