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Best financial advisors in Berry Creek, CA

Registered advisers within 25 miles of Berry Creek, CA.

Offices
25
Firms
14
Combined AUM
$4.04T
Firm-wide filings, not assets booked only here
Clients
399K
398,716 clients when Item 5C has a number
Avg / client
$10.1M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
ATLAS FINANCIAL LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
REGAL INVESTMENT ADVISORS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
FERMATA ADVISORS

Investors

DAVID CARL NEILSEN
ARTHUR COLE GARCIA
Alfredo Banuelos
Vincent Saul Kurland
JAROLD GROBNER STOKES
RYAN ALLAN MIDKIFF
Darin Craig Gilb
Shannon Maree Hurte
Alexis Giordano
Curtis Raymond Anderson
Travis Lee Barker
JUSTIN D MILEY
MICHELLE LYNN CAGNACCI
Lisa Kristine Rodriguez
Cari Ann Smith
BRUCE STEPHEN KAROLYI
Jairo Yancarlo Adame
JEFFREY MICHAEL ROSS
PATRICK MALCOLM PILLSBURY
DANIEL THOMAS VINCENT
CHRISTOPHER JAMES HOXIE
JOSE MARQUEZ ASCENCIO
Eduardo Cruz Rodriguez
DANIEL MEHAN
Kara T Scott
MAX DENNIS MIRACLE
DEVIN JOHN POTTER
DANIEL JOSEPH HARVEY
MATTHEW R DONNER
Jake R Stephens
JOHN FRANCIS O'HARA
Ryan Steven Dyrr
MUHAMMAD HUSSAIN KHAKI
DANIEL WAYNE DECAIRES
JEFFREY GLEN JOHNSON
HAILEY DENISE GREEN
Rebecca Christine Rich
Davis Jackson Rich

Within 25 miles of Berry Creek, CA, Best Investors lists 14 registered investment advisory firms with 25 offices nearby, managing about $4.04T in combined regulatory AUM across 398,716 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 Berry Creek

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 AMERITAS ADVISORY SERVICES, LLC 1,086 clients · 576 advisers $13.7B AUM