Best financial advisors in Biola, CA

Registered advisers within 25 miles of Biola, CA.

Offices

159

Firms

66

Combined AUM

$10.1T

Firm-wide filings, not assets booked only here

Clients

1.68M

1,680,163 clients when Item 5C has a number

Avg / client

$5.99M

Combined AUM ÷ clients

Nearby offices

RR FINANCIAL MANAGEMENT LLC

4670 N EL CAPITAN AVE SUITE 203
FRESNO, CA 93722

LPL FINANCIAL LLC

3488 W SHAW AVE
FRESNO, CA 93711

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

3411 W SHAW AVE
FRESNO, CA 93711

AGRIGLOBE LAND ADVISORS, LLC

2787 W BULLARD AVE. SUITE 106
FRESNO, CA 93711

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

7020 NORTH MARKS AVENUE
FRESNO, CA 93711

EQUITABLE ADVISORS, LLC

2680 W SHAW LANE SUITE 007
FRESNO, CA 93711

LPL FINANCIAL LLC

2440 W. SHAW AVENUE SUITE 101
FRESNO, CA 93711

10.1 miles away

CITIGROUP GLOBAL MARKETS INC.

CITI RETAIL BANKING 2270 WEST SHAW AVENUE
FRESNO, CA 93711

10.3 miles away

WELLS FARGO CLEARING SERVICES, LLC

1975 W CLINTON AVE STE 105
FRESNO, CA 93705

10.4 miles away

LPL FINANCIAL LLC

2110 WEST SHAW AVENUE
FRESNO, CA 93711

10.5 miles away

INTEGRATED WEALTH CONCEPTS LLC

6780 NORTH WEST AVENUE SUITE 104
FRENSO, CA 93711

10.9 miles away

OSAIC WEALTH, INC.

DiBuduo & DeFendis Bldg. 6873 N. West Ave #101
FRESNO, CA 93711

10.9 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1919 Howard Road
Madera, CA 93637

10.9 miles away

LPL FINANCIAL LLC

2001 HOWARD RD
MADERA, CA 93637

10.9 miles away

EDWARD JONES

2001 HOWARD ROAD SUITE 305
MADERA, CA 93637

10.9 miles away

J.P. MORGAN SECURITIES LLC

1380 W. SHAW AVE
FRESNO, CA 93711

11.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1255 W Shaw Ave Ste 103
Fresno, CA 93711

11.3 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

501 E YOSEMITE AVE
MADERA, CA 93638

11.3 miles away

TRANSAMERICA FINANCIAL ADVISORS, LLC

1100 W, Shaw Ave Suite 138
Fresno, CA 93711

11.5 miles away

LPL FINANCIAL LLC

1100 W SHAW SUITE 144
FRESNO, CA 93711

11.5 miles away

Firms

RR FINANCIAL MANAGEMENT LLC

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

AGRIGLOBE LAND ADVISORS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

EQUITABLE ADVISORS, LLC

CITIGROUP GLOBAL MARKETS INC.

WELLS FARGO CLEARING SERVICES, LLC

INTEGRATED WEALTH CONCEPTS LLC

OSAIC WEALTH, INC.

J.P. MORGAN SECURITIES LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

TRANSAMERICA FINANCIAL ADVISORS, LLC

Investors

Luis Angel Ballesteros

LANCE AVERY DUNN

Lexis Ashley Dunn

Christopher Donald Michael Underdown

GREGORY GERARD GEIS

CLAUDIA VAZQUEZ-GEIS

BRANDON CURTIS LINKER

STUART ANDREW SPRENGER

GEOFF LOUIS GRABE

PAUL ANDREW WIEDA

TIMOTHY LAWRENCE WELCH

ARTHUR BURTON VELASCO

Michael Jerol Holiday

MARYANNE SAMAAN

Bianca Barrette

Edward Kent Nicolls

Michael Ryan Burton

Daniel Ricardo Duarte

Jashanjeet Singh

NICHOLAS ALTON OSTDIEK

Within 25 miles of Biola, CA, Best Investors lists 66 registered investment advisory firms with 159 offices nearby, managing about $10.1T in combined regulatory AUM across 1,680,163 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 Biola

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM