Best financial advisors in Burson, CA

Registered advisers within 25 miles of Burson, CA.

Offices

57

Firms

26

Combined AUM

$6.56T

Firm-wide filings, not assets booked only here

Clients

990K

989,743 clients when Item 5C has a number

Avg / client

$6.63M

Combined AUM ÷ clients

Nearby offices

DESERT ROSE CAPITAL MANAGEMENT, INC.

42 S. Highway 26, Suite E
Valley Springs, CA 95252

WELLS FARGO CLEARING SERVICES, LLC

169 E SAINT CHARLES ST
SAN ANDREAS, CA 95249

10.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

17 S Buena Vista
Ione, CA 95640

11.4 miles away

EDWARD JONES

15C PRESTON AVE
IONE, CA 95640

11.6 miles away

BROOKSTONE CAPITAL MANAGEMENT LLC

161 MAIN ST
JACKSON, CA 95642

12.1 miles away

APS INVESTMENT MANAGEMENT GROUP

240 NORTH MAIN STREET
JACKSON, CA 95642

12.2 miles away

EDWARD JONES

11960 HWY 88 SUITE 3008
JACKSON, CA 95642

12.4 miles away

WEALTHCARE ASSET MANAGEMENT, LLC

11992 CA 88 SUITE 2040
JACKSON, CA 95642

12.5 miles away

EDWARD JONES

60 RIDGE ROAD SUITE A
SUTTER CREEK, CA 95685

13.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

218 S Main St.
Angels Camp, CA 95222-9359

19.1 miles away

EDWARD JONES

467 S MAIN ST
ANGELS CAMP, CA 95222

19.4 miles away

LPL FINANCIAL LLC

111 TOWN SQUARE RD, SUITE A
COPPEROPOLIS, CA 95228

19.5 miles away

EDWARD JONES

1300 KURT DR STE 101
ANGELS CAMP, CA 95222-9324

20.2 miles away

OSAIC WEALTH, INC.

433 W PINE ST
LODI, CA 95240

21.5 miles away

INDEPENDENT FINANCIAL GROUP, LLC

420 E. KETTLEMAN LANE SUITE 3
LODI, CA 95240

21.8 miles away

ASPIRE ADVISORY SERVICES

104 N SCHOOL ST SUITE 216
LODI, CA 95240

ASPIRE ADVISORY SERVICES

104 N. School St #216
Lodi, CA 95240

EDWARD JONES

5 SOUTH SCHOOL STREET
LODI, CA 95240

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

115 S School St Suite 10
Lodi, CA 95240

EDWARD JONES

115 S SCHOOL ST #14
LODI, CA 95240-3538

Firms

DESERT ROSE CAPITAL MANAGEMENT, INC.

WELLS FARGO CLEARING SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

BROOKSTONE CAPITAL MANAGEMENT LLC

APS INVESTMENT MANAGEMENT GROUP

WEALTHCARE ASSET MANAGEMENT, LLC

LPL FINANCIAL LLC

OSAIC WEALTH, INC.

INDEPENDENT FINANCIAL GROUP, LLC

ASPIRE ADVISORY SERVICES

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Drew M. McCurdy

GILBERT VALTIERRA

CHANDRA LEANN USELTON

Timothy M Knittel

WILLIAM MARK PETERSON

RYAN FREDERICK SHORTRIDGE

KEVIN ZACHARY KRAFT

Danelle Ruth Dix

RONALD ANTHONY ROBERTS

Joshua Aubrey Knittel

STEVEN CRAIG HAYWARD

Mauricio Cisneros

Timothy Scott Oskey

DONNA MARIE STEVENSON

MICHAEL JOHN MCCAY

Charles Immekus

DALE JEROME IMMEKUS

DAVID ALLEN WORCESTER

Markelle H Luke

Gerard Francis Hearon

SAM SANTO BELLESTRI

Anthony Andrew Nieddu

Bryan James Hickingbottom

Alexander John Glaros

Within 25 miles of Burson, CA, Best Investors lists 26 registered investment advisory firms with 57 offices nearby, managing about $6.56T in combined regulatory AUM across 989,743 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 Burson

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