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Best financial advisors in Bodega, CA

Registered advisers within 25 miles of Bodega, CA.

Offices
192
Firms
82
Combined AUM
$9.87T
Firm-wide filings, not assets booked only here
Clients
2.41M
2,409,996 clients when Item 5C has a number
Avg / client
$4.09M
Combined AUM ÷ clients

Nearby offices

Firms

WORLD CAPITAL MANAGEMENT
LPL FINANCIAL LLC
WILLOW CREEK WEALTH MANAGEMENT, INC.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MILESTONE FINANCIAL ADVISORS
ABACUS WEALTH PARTNERS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC
SWAD WEALTH MANAGEMENT LLC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
NORTHBAY ADVISORS

Investors

CHANDRIGA WALKER
PETER CRAWFORD WALKER
NATHAN DANIEL TOURNAHU
STEVEN ALAN KERSTON
MARK FRANCIS KEATING
JASON RICHARD GITTINS
HEATHER CARY BELLI
BRUCE JAY DZIEZA
Matthew Hills
PHUONG NGUYEN LAM
Spencer Ziemer
William James Bertacco
Tim R. Moore
Julie Michelle Dunn
Meredeth Ann Bertacco
AARON WINER
SPENCER DAVID SHERMAN
LAUREN TAYLOR BOYES
Danielle Onesto
RUBY DELILAH LAMBRECHT
Katelynn Wiley
RAWSON Smith Gulick
ERIC JOHN KEATING
DAVID BRUCE LAWRENCE
DAVID DALE HOMAN
GRIFFIN DANIEL SHEEHY
JACOB MATTHEW WEBER
Aleia Coate
JACOB JOHN BRODT
PETER MICHAEL WIERZBICKI
Gabriel Alves
Douglas Allan
KELLY GRANT
Stephen Gardner Higgins
ERIC ALAN GIBBONEY
KEVIN ZACHARIAH SWAD
MATTHEW JONES FANNIN
DANIEL ALAN PETERSON

Within 25 miles of Bodega, CA, Best Investors lists 82 registered investment advisory firms with 192 offices nearby, managing about $9.87T in combined regulatory AUM across 2,409,996 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 Bodega

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM