Best Investors Account Sign in

Best financial advisors in Blossom Valley, CA

Registered advisers within 25 miles of Blossom Valley, CA.

Offices
1,534
Firms
860
Combined AUM
$17.6T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,387,492 clients when Item 5C has a number
Avg / client
$5.20M
Combined AUM ÷ clients

Nearby offices

Firms

LIGHTSPEED VENTURE PARTNERS
BASIS SET VENTURES, LLC
BASIS SET BUILDERS, LLC
MTVP MANAGEMENT, LLC
EIGHTY-SEVEN CAPITAL MANAGEMENT, LLC
FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC
EASTLINK CAPITAL MANAGEMENT, LLC
DIRECTROUND MANAGEMENT, LLC.
NEXTEQUITY PARTNERS
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
DCM
EDWARD JONES
MEZZI
SUNDANCE GROWTH MANAGEMENT, LLC
RITUAL CAPITAL MANAGEMENT COMPANY, LLC
PAX VENTURES MANAGEMENT, LLC
BOW CAPITAL MANAGEMENT, LLC
RED IRON GROUP MANAGEMENT, LLC
FELICIS VENTURES

Investors

MEENAKSHI SAXENA
JOSEPH PLATON ABAD
EMILY ANN CHAPMAN
Glynis A. Wineinger

Within 25 miles of Blossom Valley, CA, Best Investors lists 860 registered investment advisory firms with 1,534 offices nearby, managing about $17.6T in combined regulatory AUM across 3,387,492 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 Blossom Valley

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