Best Investors Account Sign in

Best financial advisors in Briones, CA

Registered advisers within 25 miles of Briones, CA.

Offices
2,249
Firms
1,356
Combined AUM
$32.6T
Firm-wide filings, not assets booked only here
Clients
3.73M
3,730,224 clients when Item 5C has a number
Avg / client
$8.74M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
BENNING FINANCIAL GROUP, LLC
PRIVATE ADVISOR GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WRIGHT FINANCIAL, LLC
ASCENSION WEALTH PARTNERS, LLC
WELLS FARGO CLEARING SERVICES, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
HUNT WEALTH MANAGEMENT

Investors

Samantha DeVito
ROGER ESCOBAR
RACHEL BRASWELL
MICHELLE R ALLMAN
John Leroy Fuller
Yvonne Ingamells Ceresa
CHELSEA ANN BRACKETT
RANDY CHARLES BENNING
JOSEPH HENRY FRANTZ
Ariel Julian Castillo
Kenneth Kay Casper
SIMONE LANE
MARK RICHARD LOBDELL
Amy McKillip Wasser
MATTHEW THOMAS WRIGHT
KORY KENNETH SWEKLA
MICHAEL RICHARD SAPPINGTON
Belma Mirvic
Joseph Wilder
PHILIP CHRISTOPHER CURRAN
STACEY VAN QUINN
JOHN PHILLIP SCHWEITZER
EDNA BALIDO REYES
DAVID BRIAN HUNT
RONALD HARVEY HUNT

Within 25 miles of Briones, CA, Best Investors lists 1,356 registered investment advisory firms with 2,249 offices nearby, managing about $32.6T in combined regulatory AUM across 3,730,224 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 Briones

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

1 BLACKROCK FUND ADVISORS 1 clients · 9 advisers $4.28T AUM 2 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM