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Best financial advisors in Bard, CA

Registered advisers within 25 miles of Bard, CA.

Offices
19
Firms
12
Combined AUM
$3.96T
Firm-wide filings, not assets booked only here
Clients
806K
806,481 clients when Item 5C has a number
Avg / client
$4.91M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
EDWARD JONES
CWM, LLC
SOUTHERN PACIFIC ASSET MANAGEMENT L.L.C.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
INVICTA FINANCIAL GROUP
WELLS FARGO CLEARING SERVICES, LLC
EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC

Investors

Michael Edgar Weiser
DANIEL PAGE MISENHIMER
MELISSA TOLER SHORT
Helen Carol Tanner
STEVEN SCHULTE
Valarie Anne Donnelly
Jacob Echols
George Davis
Adrian Elder
THOMAS RUSH
Timothy Avila
DERIC EDWARD MILLIS
Jackson Trey Dewbre
Shawn McKeown
MARSHALL REED LOHRENZ
DANIEL CRAIG PARKS
Ronald Michael Dennis
BARRY DOUGLAS TODD
Sandi Ilene Goldhamer
Alexander Joseph Chavez
DOYEL NMN PRICE
BENJAMIN ALEXANDER WILLIAMS
RYAN PATRICK DANIELS
SCOTT L HULL
Sarah Nicole Ramirez
Wendy Steward
LORETTA FELIX
JOE KIN FOO LAU
LYDIA MARIE PADILLA
KAROLYN DIANE MAYRANT
Saul Jesus Unzueta
BRETINA ELAINE DEANDA
CATHERINE ELAINE NUETZI
Brian James Butcher
Maria Giovanna Reed
Alma Karina Urias
Brian L Compton
Cam N Cong
Brannick Harris
KRYSTLE LYNN MAYORGA
John Layton Durazo
Angela Lea Mitchell

Within 25 miles of Bard, CA, Best Investors lists 12 registered investment advisory firms with 19 offices nearby, managing about $3.96T in combined regulatory AUM across 806,481 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 Bard

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 CWM, LLC 248 clients · 642 advisers $50.6B AUM 8 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM