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Best financial advisors in Ben Lomond, CA

Registered advisers within 25 miles of Ben Lomond, CA.

Offices
1,032
Firms
582
Combined AUM
$15.9T
Firm-wide filings, not assets booked only here
Clients
3.21M
3,206,333 clients when Item 5C has a number
Avg / client
$4.96M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
NATURAL BRIDGES FINANCIAL ADVISORS
YEAR ZERO VENTURES GROUP LLC
PARK AVENUE SECURITIES LLC
EBSIRON CAPITAL LLC
FULLGUARDS FINANCIAL
O'CONNOR CAPITAL ADVISORY, LLC
EQUITY ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CONSONANCE WEALTH MANAGEMENT
LPL FINANCIAL LLC
RICE FINANCIAL CONSULTING, INC.
U.S. BANCORP ADVISORS, LLC
PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
LOS GATOS FINANCIAL LLC
MAINSTREET FINANCIAL PLANNING, INC.
EAGLE STRATEGIES LLC

Investors

Kris Alan Schilperoort
CHRISTOPHER LEWIS WENTZIEN
Anabel Diaz-Garcia
Sarah Russell Brown
CLINTON EDWARD DAVIS
MERCY TANUDJOJO
Sean Patrick O'Connor
James Ronald Morris
CHARLES ELLIOTT
CHRIS PATRICK MCCRARY
VICTOR JOSEPH ADINT
CAITLIN ALYSSA LUTTRELL
Nicole Louise LeGassick
Jaden Gerhard Gospich
Wei Shao
MEGAN EDWARDS
J. D TESTA
JASON DROTAR
Janelle Denae Hansen
DOROTHY JANET HUNDRIESER
MARIA YATES
STEPHEN MANFRED RICE
Deborah Lee-Kavousi
DANIEL JOSEPH AYALA
JOSEPH L LAWRENCE
Richard Rifredi
Cynthia Anne Flannigan
PATRICIA ANN STALLWORTH
ANNA SERGUNINA
KATHERINE MARIE EDWARDS
JULIETTE E CASTELLI

Within 25 miles of Ben Lomond, CA, Best Investors lists 582 registered investment advisory firms with 1,032 offices nearby, managing about $15.9T in combined regulatory AUM across 3,206,333 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 Ben Lomond

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM