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Best financial advisors in Bassett, CA

Registered advisers within 25 miles of Bassett, CA.

Offices
2,414
Firms
881
Combined AUM
$25.7T
Firm-wide filings, not assets booked only here
Clients
3.36M
3,357,621 clients when Item 5C has a number
Avg / client
$7.65M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
TRANSAMERICA FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
LIGHTHOUSE FINANCIAL SERVICES INC
PURE FINANCIAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
THREE-SIXTY HEALTH VENTURE PARTNERS, LLC
FELICITAS GLOBAL PARTNERS, LLC
CALIBRATE VENTURES MANAGEMENT, LLC
SUMMITRY, LLC
IMPACT FIDUCIARY LLC

Investors

Sabrina Verduzco
Arnetta V. Tolley
Jonathan Mark Lising
Evan T Monroe
Todd Goldsworthy
Howard Hughes Qu
MEILEH COFFEY BURNS
VALERIE LEE BULLOCK
Eric Sean Sirich
RYAN Wang
Randy M Takayama
ANGELICA BETANCOURT
NICHOLAS ALLEN LANCASTER
Jin Kyung-Kim Hymers
CONNIE HSIANG YUAN JENSEN
DANIELLE CYNTHIA BLUNT
Jamie Michelle Brown
Carrie Botana Valerio
VIVIAN WENLING CHANG
AMIT RASIK PATEL
Matthew Brunner
PATRICK MILLER DANLY
Madison Grace Anderson
FERNANDO JESUS NOLASCO
TASIA SEVILLA
Christopher Brian Soukup
JAYCE ALAN LOWE
MICHAEL ROBERT VERITY
ANNIE JU-YIN CHEN
Matthias Shortridge
RICHARD ANTHONY AVILEZ ALEXANDER
Joseph James Sanchez
Blake Kenneth Naylor
Marcus Gonzalez
Yoon C Chang
BRYAN KANG
HELEN KATHIE LEE
Serge Melkizian
ALEXANDER A TRAN
JAMES MICHAEL VANDEVOORDE
PATRICK O'ROURKE DINAN
Christopher Mastro

Within 25 miles of Bassett, CA, Best Investors lists 881 registered investment advisory firms with 2,414 offices nearby, managing about $25.7T in combined regulatory AUM across 3,357,621 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 Bassett

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

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM