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Best financial advisors in Bouldin Island, CA

Registered advisers within 25 miles of Bouldin Island, CA.

Offices
184
Firms
56
Combined AUM
$7.20T
Firm-wide filings, not assets booked only here
Clients
2.19M
2,191,440 clients when Item 5C has a number
Avg / client
$3.29M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
DKM WEALTH MANAGEMENT, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
EDWARD JONES
RSG FINANCIAL GROUP INC
CENTAURUS FINANCIAL, INC.
MML INVESTORS SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC

Investors

BRETT GABRIEL WILLIAMS
NATHAN JAMES SCHIFFER
ZAIRA QUACH
David Lee Nugent
TAYLOR MICHAEL WELZ
DANIEL MILADINOVICH
ZACHARY TAYLOR WELZ
BRIAN PAYNE WILKINSON
CHRISTY LYNN FRANK
Chaz Myers
Jacob Vance George
LARRY DEAN WATTS
ROBERT JOHN THOMPSON
ANTHONY JAMES APOSTOLIDIS
CHRISTOPHER DENNIS BROWN
Lisa Darlene Ferrante
Jennifer C Hamilton
CHARLES HENRY SHREVE
Benton Andrew Peterson
GEOFFREY LYLE PETERSON
Michael Anthony Elias
SAMANTHA SAGERS-DAVENPORT
Nicholas Chun Loong Ng
KIMY S SMITH
Tiffany Corine Archimede Ramirez
Susanamaria D hernandez Lucero
Nicholas Hagan
Austin Hunt
Amber Fleming Lynn
MICHAEL KEVIN KENNEDY
CHRISTOPHER O'BRIEN BOTT
DAVID STANLEY ROCHE

Within 25 miles of Bouldin Island, CA, Best Investors lists 56 registered investment advisory firms with 184 offices nearby, managing about $7.20T in combined regulatory AUM across 2,191,440 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 Bouldin Island

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM