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Best financial advisors in BENECIA, CA

Registered advisers within 25 miles of BENECIA, CA.

Offices
2
Firms
2
Combined AUM
$266B
Firm-wide filings, not assets booked only here
Clients
24.2K
24,228 clients when Item 5C has a number
Avg / client
$11.0M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
MARINER ADVISOR NETWORK

Investors

SIMONE LANE
JOHN FRANKLIN HALL

Within 25 miles of BENECIA, CA, Best Investors lists 2 registered investment advisory firms with 2 offices nearby, managing about $266B in combined regulatory AUM across 24,228 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 BENECIA

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

1 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 2 MARINER ADVISOR NETWORK 209 clients · 126 advisers $9.57B AUM