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Best financial advisors in Bethel Island, CA

Registered advisers within 25 miles of Bethel Island, CA.

Offices
510
Firms
222
Combined AUM
$16.9T
Firm-wide filings, not assets booked only here
Clients
3.32M
3,317,756 clients when Item 5C has a number
Avg / client
$5.10M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
CENTAURUS FINANCIAL, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.
MML INVESTORS SERVICES, LLC
EAGLE STRATEGIES LLC
NARDENE WEALTH MANAGEMENT INC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

BRETT GABRIEL WILLIAMS
Lisa Darlene Ferrante
Jennifer C Hamilton
CHARLES HENRY SHREVE
Michael Anthony Elias
Nicholas Chun Loong Ng
DAVID STANLEY ROCHE
GILLIAN HUANYIH LIM
ISHMAEL TARIQ ABDUL AL-BARI
MOHAMMED DAUD MUNSIFZADAH
Tiffany Diaz
JEFFERY ALEX MCKANNAY
Austin Hunt
SAMANTHA SAGERS-DAVENPORT
DANIEL PAUL TORRES
MICHAEL PAUL CHING
Marco Antonio Carrasco
Brandon Harper
MICHAEL KEVIN KENNEDY
CHRISTOPHER O'BRIEN BOTT
KEVIN JOSEPH WILSON
Raul Antonio Aguilar
Jacquelyn Christine Wright
RUDY MARTINEZ
GREGORY J EISSNER
CATHARINE ANN DOMBROWSKI
SUSAN JANE WEBER
Samantha Smith-Carsey

Within 25 miles of Bethel Island, CA, Best Investors lists 222 registered investment advisory firms with 510 offices nearby, managing about $16.9T in combined regulatory AUM across 3,317,756 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 Bethel Island

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