Best Investors Account Sign in

Best financial advisors in Bloomfield, CA

Registered advisers within 25 miles of Bloomfield, CA.

Offices
414
Firms
222
Combined AUM
$13.4T
Firm-wide filings, not assets booked only here
Clients
2.94M
2,936,772 clients when Item 5C has a number
Avg / client
$4.56M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
MML INVESTORS SERVICES, LLC
ALPHA WEALTH MANAGEMENT AND PLANNING LLC
JANIAN INVESTMENT ADVISERS, LLC
MUTUAL ADVISORS, LLC
A.E.I. FINANCIAL GROUP
SHARDING ADVISERS LLC
RAYMOND JAMES & ASSOCIATES, INC.
THREADLINE WEALTH
LPL FINANCIAL LLC
SONOMA BRANDS CAPITAL
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

Ian Simon Copple
Letizia Lily Veronese
Peter A Monteleone
Gary Carl Scott
DANIEL THOMAS PRIBBLE
CONVEASNA OUCH
RICHARD WAYNE ROMAN
JOSEPH J KLEIN
Matthew George Lightner
WILLIAM CARL BOMAR
PENNY CHIN BACHARACH
ANDREI NICOLAI JIGALIN
Lindsey Stone
Gemma S Secoquian-Wu
JOSHUA FRANK CLAY
ISSA MARWAN MUSALLAM
JULIO ENRIQUE DELGADO-PEREZ
EHSAN GORJIZADEH
JUANA GABRIELA TREJO CERVANTES
SALLYEANN BRALLIER
DESIREE DAWN BUNCH
AMON ALBERT ALLAHYARI
John Myongkyun Im
SEAN ROBERT PRYDEN
RYAN ANTHONY LOTSPEICH
KEITH TUAN NGUYEN
ELIZABETH ANN FORD
ANBER SALEEM
MARK ALLEN REED
GENARO FERNANDEZ
MICHAEL STEVEN COWLEY
Brenzel W Guillory
CHRISTOPHER ROBERT WADDILL
EDWIN CHRISTOPHER ASCENCIO
WILLIAM ROBERT BUCKLEY
ANDREW JAMES WEBER
JORDON MICHAEL WILLIAMS
JOHN HOLLAND RINGGENBERG
JEFFREY NGO
ALVARO ANTONIO PULIDO
ANDREW THOMAS WHITTAKER
CHRISTOPHER LEE GOFF
TYLER HAYES HUNTER
CHERYL ANN MURPHY
Sherif Abdel-Hamid
SHAAN RAJA
KHOI DINH VU
JASON ALLEN MEINERDING
JUAN FRANSISCO FLORES
OAEZA KHATU PATHAN
DIANA G VAN WINDEN
KEVIN ANDREW JAGGIE
THOMAS CRAIG MEYER
SAMANTHA LEWINS
JAMES W HAGUE
DAVID CODD BOYDELL
Eric Albert Imbuelten
Danielle Kaye Shubin
LINDA JEAN PARDINI
John Demarest
DOUGLAS JOHN WULBRECHT
Michael G. Anderson
DAVID KELLY WOOD
MICHAEL BRUCE BAGLEY
STEPHEN BYERS
JANE ALISON SCARBROUGH
KELLY ANN STROMGREN
MELISSA MARIE ALFSEN
Donielle Christina Davis
CYNTHIA L BUCKMAN
JUDITH IRENE ENOCHS
TODD M FREDIANI
SAMUEL DAVID SLAYDEN
Matthew Walls
Timothy Attridge Carroll

Within 25 miles of Bloomfield, CA, Best Investors lists 222 registered investment advisory firms with 414 offices nearby, managing about $13.4T in combined regulatory AUM across 2,936,772 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 Bloomfield

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM