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Best financial advisors in Benicia, CA

Registered advisers within 25 miles of Benicia, CA.

Offices
1,066
Firms
524
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
3.35M
3,349,077 clients when Item 5C has a number
Avg / client
$5.40M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
BENNING FINANCIAL GROUP, LLC
PRIVATE ADVISOR GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
PORTA INVESTMENT MANAGEMENT
LINCOLN INVESTMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Joseph White
Joseph Wilder
SIMONE LANE
MARK RICHARD LOBDELL
RANDY CHARLES BENNING
JOSEPH HENRY FRANTZ
Ariel Julian Castillo
Kenneth Kay Casper
ALICIA ELDER COOK
KAREN DE LA REA LEE
SALLY PIKWAN LOUIE
RACHEL BRASWELL
JACK DOUGLAS MILLER
MARIA INES ZUNIGA
DAVID RODRIGUEZ CRUZ
JEFFREY NGO
THOMAS KABRICK PORTA
RICHARD PATTON SCHULTZ
DIANNE FRANCINE JONES
Alfonso Madrigal Pantoja
Samantha DeVito
ROGER ESCOBAR
KARIMAH M KARAH

Within 25 miles of Benicia, CA, Best Investors lists 524 registered investment advisory firms with 1,066 offices nearby, managing about $18.1T in combined regulatory AUM across 3,349,077 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 Benicia

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM