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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

MARINER
MISSION WEALTH MANAGEMENT, LP
WELLS FARGO CLEARING SERVICES, LLC
FREESTYLE CAPITAL MANAGEMENT, LLC
BRAVE CAPITAL MANAGEMENT LLC
ONE CAPITAL MANAGEMENT, LLC
MARIN WEALTH ADVISORS LLC
UPLIFTING CAPITAL
TURNER FINANCIAL GROUP, INC.
MONEY CONCEPTS CAPITAL CORP
LPL FINANCIAL LLC
FARTHER
RAYMOND JAMES & ASSOCIATES, INC.
MERITAS WEALTH MANAGEMENT, LLC
REDWOOD GROVE WEALTH MANAGEMENT
EDELMAN FINANCIAL ENGINES
J.P. MORGAN SECURITIES LLC
MML INVESTORS SERVICES, LLC

Investors

Samuel Vasquez Gaeta
Brianna Nicole Hasbrook
JOYCE LEA FRANKLIN
DIEGO ALEJANDRO ALVAREZ
PAMELA ANN DEMARCO
BENJAMIN RUSSELL GARVIN
ROBERT CHARLES HUNTER
GARY FORREST THOMAS
Joseph Francis Murphy
William JOHN Lukach
MICHAEL CRAIG MINK
JONATHAN GREGORY TULL
JUSTIN TREVOR ADAMS
MARK JOEL RUBIN
SHANNON KUYKENDALL BENNETT
LEE MICHAEL COHEN
LENA MARIE TROTTER BEASLEY
MICHAEL TAKEO ARIYOSHI
MELINDA ANN FISHEL
BRETT ADAM GOLDSTEIN
KENNETH CHARLES GOTT
Jacqueline Kendall Remar
GREGG ERIC CLARKE
TIFFANI RAE CLARKE
Jennifer Shirley Arbini Bahi
Cristi Marie Tanner
TANYA KOREEN STEINHOFER
DANIEL CURTIS TRIPP
CAMERON OTT
Katherine Ann Creed
Qui Hoa Hua
Jonathan Perez
Nicholas Knudsen
TONY DELUMEN
JEFFREY D RANKE
GREGORY PAUL CLEARY
DMITRY VLADIMIROVICH LEYKIN

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