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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

CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
GOLDEN STATE CAPITAL INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIGROUP GLOBAL MARKETS INC.
OSAIC INSTITUTIONS, INC.

Investors

Yuha Elsa Tse
RYAN SONG WONG
KIMBERLY HUANG SABOL
CONG WANG
Philip Bryan Dumagan Jalad
Hillary LeeAnne Srilamsingha
ARMAND CATALLA BATOCABE
PENGXIN FANG
Jason Chau
GEORGE XAVIER ESCOBAR
WILLIAM TIEN
Mike Lo
YI SHEN
Liang ke Yu
STEPHANIE LEE
BRYANT SHAN TCHAN
RICARDO RODRIGUEZ
Wayne P Sellar
DANA CHRISTOPHER GO
RYAN ANTHONY GALLO
TOM HAIPEI TAN
DAVID ANTHONY BRIANO
YUN BAI
DORIS C LAU
Zhen Rong Yu
TAT GARY H TSUI
Anson Kau Cheong
LINXIN CHEN
Crystal Boi Duong
JEFFREY WU
EDGAR ALEXIS JOVEL
DAVID ANTHONY CHERBAK
RALPH PAN
SOONHEE KIM CHO
MIGUEL A CORRAL

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