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Best financial advisors in Bicentennial, CA

Registered advisers within 25 miles of Bicentennial, CA.

Offices
2,648
Firms
1,164
Combined AUM
$27.4T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,511,171 clients when Item 5C has a number
Avg / client
$7.80M
Combined AUM ÷ clients

Nearby offices

Firms

U.S. BANCORP ADVISORS, LLC
PFS INVESTMENTS INC.
CITIGROUP GLOBAL MARKETS INC.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
JEM CAPITAL GP LLC
JSF FINANCIAL, LLC
EAGLE STRATEGIES LLC
GOBI CAPITAL LLC
OSAIC INSTITUTIONS, INC.
MML INVESTORS SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GRANT TANI BARASH & ALTMAN, LLC

Investors

Eric Michael Yudis
JOHN SURAWAT KOMENKUL
CHRISTOPHER THONGKHAM
THUC TRI TRAN
DAMON B. DOZIER
MARCIA HOPE GOLDBERG
IRWIN NOAH LOWI
DEAN MAMORU KUMAGAWA
CHRISTOPHER JOHNSON
Steven Scott Kurland
Gavriel Unger
JENNIFER LEE
SAMANEH YOUSEFZADEH
OLIVIER CORNET
MORDECHAI LEIB FISHMAN
BORIS GERTSEN
Norma Araceli Abarca
SETA KESHISHIAN
BORIS GEYZER
ZEV JEFFREY FRIED
JEAN ELIE CALACHE
Gabriela Arenzano Chagas
JEFFREY SETH FISHMAN
JASON S MIN
DAVID ALAN BRECHER
SOUHEIR M Alrachid
LYNN ANDREE NEWMAN
Nicholas Joseph Gutierrez
CHARLES CAESAR CLAVER
STEVEN ANDREW GASPARIAN
Jimmy Chang Kim
Michael Josue Ruiz Chacon
Christopher Stephon Smith
BRENT KENNETH DONOVAN
KIM IBRAHIM
ZOE ANN LAWRENCE
Michael Provenzano
WARREN HOWARD GRANT
HOWARD WILLIAM ALTMAN
COREY SCOTT BARASH
Estelle Hitomi-Atney Thrasher

Within 25 miles of Bicentennial, CA, Best Investors lists 1,164 registered investment advisory firms with 2,648 offices nearby, managing about $27.4T in combined regulatory AUM across 3,511,171 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 Bicentennial

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

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM