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Best financial advisors in Bristol, CA

Registered advisers within 25 miles of Bristol, CA.

Offices
2,087
Firms
703
Combined AUM
$21.6T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,187,639 clients when Item 5C has a number
Avg / client
$6.77M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAPSTONE WEALTH MANAGEMENT, INC
QUALIFIED PLAN ADVISORY, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
COBB PLANNING GROUP
EDWARD JONES
MILLENNIUM ADVISORY GROUP, LLC
CROSSROADS PLANNING
TRANSAMERICA FINANCIAL ADVISORS, LLC
WILSON FINANCIAL ADVISORS, LLC
FIRST COMMAND ADVISORY SERVICES
OSAIC INSTITUTIONS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Jay Vy Nguyen
James Hien Nguyen
ANNE TAHIM
NANCY NIENTZU WOO
EDWARD ARCILLA
Cuong Le
CRISTIAN SANTANA
ROBERT DOUGLAS COBB
Craig Edwin Shipcott
TONY TINKA CHAN
GARRETT GUNNAR JONES
SZE WAN LEE
Joshua Evan Hernandez
WARD DOUGLAS LYON
SIDNEY CRAIG SHERIDAN
KEVIN GENE MCDANIEL
RICHARD DEAN SANDOVAL
MARK WILLIAM REDMAN
VERA DAIKOVICH
ROBERT FRANZ KIRKLAND
Steven L Reed
Justin Neiman
Flavio Hernandez
Rene Michel
DANIEL EDWARD REARICK
Erik Nicholas Brickel
CRISTIAN A LOPEZ
Pedro Ureno
Ignacio Guzman
CRAIG ROBERT FLOERKE
John K Andersen
CASSRA MASHKOURI
Michelle E Garcia
Marc Hsu
Habib Habibi
JOE P. MOORE
MCRAE KIRMSE
Jeffrey Reardon
JUAN VERDIN
Jonathan Zermeno
J Audley Briggs Marzo
Christopher James Perea
Jonathon Na
Jody C Knutsen
Osvaldo Daniel Cavazos
MONICA SASHIL CHANDRA
JOSEPH ANTHONY PENA
JOE THANH NGUYEN

Within 25 miles of Bristol, CA, Best Investors lists 703 registered investment advisory firms with 2,087 offices nearby, managing about $21.6T in combined regulatory AUM across 3,187,639 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 Bristol

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

1 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM