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Best financial advisors in Burney, CA

Registered advisers within 50 miles of Burney, CA.

Offices
84
Firms
35
Combined AUM
$8.22T
Firm-wide filings, not assets booked only here
Clients
1.25M
1,252,343 clients when Item 5C has a number
Avg / client
$6.56M
Combined AUM ÷ clients

Nearby offices

Firms

ALPHA INITIATIVE
COMMONWEALTH FINANCIAL NETWORK
MARINER INDEPENDENT
CHOREO, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
BRIGHT LAKE WEALTH MANAGEMENT, LLC
RIC KOMAREK, CFP
RETIREMENT LIFESTYLES ADVISORY GROUP
TRADEWAY
PARALLEL WEALTH MANAGEMENT

Investors

GARET LEE TARVIN
DORIAN MATTHEWS AIELLO
Robert Griffith
GABRIELLA THERESA Schmidt
Scott Edwin Brown
Asmaa Ali Ali-Sickman
CARLOS Alan KILPATRICK
Kevin Arthur Charter
RUSSELL LEE PORTERFIELD
Kenneth Allen Cordy
Michael D Bayer
NEIL ALEX CHRISTIE
Tate Thomas Lahey
MICHAEL W FERRIER
CHRISTIAN THAINS RIZZI
Mac James Thatcher
Theodore John Thatcher
Jacob Colorado Thatcher
Layton Kyle Paloutzian
Waylon Michael Bell
RICHARD BENJAMIN KOMAREK
PATRICK DANIEL MCNALLY
Erly Cornejo
FARREN CORRIN FORCELLA
GEOFF VINCENT FORCELLA
THOMAS NICHOLAS FORCELLA
JAMES HERBERT FORCELLA
Blair Michael Nightingale
Jennifer Mifsud
John Martin Pohlmeyer
Stacy Lorine Pohlmeyer
DARIEN COLIN CROCE

Within 50 miles of Burney, CA, Best Investors lists 35 registered investment advisory firms with 84 offices nearby, managing about $8.22T in combined regulatory AUM across 1,252,343 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 Burney

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 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 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM