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Best financial advisors in Birds Lndg, CA

Registered advisers within 25 miles of Birds Lndg, CA.

Offices
459
Firms
197
Combined AUM
$15.6T
Firm-wide filings, not assets booked only here
Clients
3.31M
3,310,589 clients when Item 5C has a number
Avg / client
$4.71M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SOLANO WEALTH ADVISORS
FIRST COMMAND ADVISORY SERVICES
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EPSILON FINANCIAL GROUP, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

John Scott Stoflet
Benjamin A Crombie
WENDELL LAMONTE THOMAS
Joseph R Everhart
JEROME PETER OLIVE
Yan Li
Tashenah Rhavi McKneely
CORINA LAHELA MARLER
FRANCISCO JAVIER GUERRA
CARLOS ROMERO MENDOZA
Austin David Jones
Lucas Garret Desautels
RENA PATRICIA MACDONALD
Maecyn Katherine Larson
Justin Turner Watson
Alyssa Nicole Luchini
William Ronald Barr
Tina Trinh Nguyen
ANGELA SIMONE ETHERIDGE
COLLIN FINEGAN
Michael William Fragoso
THOMAS MATTHEW SALLADY
STANLEY NICK TZIKAS
Ashneil Prakash
Chris Silva
MICHAEL JEFFREY HATHAWAY
LEO FRANK MARTINEZ
PETER A.C. MATTEI
MARK SCOTT SIEVERS
Shannon Schmidt
HAROLD EUGENE HILLIARD
Harish Kumar
Christian t Vaituulala
Chelsea Leigh Mathis

Within 25 miles of Birds Lndg, CA, Best Investors lists 197 registered investment advisory firms with 459 offices nearby, managing about $15.6T in combined regulatory AUM across 3,310,589 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 Birds Lndg

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM