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Best financial advisors in Calif City, CA

Registered advisers within 50 miles of Calif City, CA.

Offices
39
Firms
19
Combined AUM
$7.10T
Firm-wide filings, not assets booked only here
Clients
1.20M
1,198,549 clients when Item 5C has a number
Avg / client
$5.92M
Combined AUM ÷ clients

Nearby offices

Firms

FIRST COMMAND ADVISORY SERVICES
EDWARD JONES
INDEPENDENT FINANCIAL GROUP, LLC
LPL FINANCIAL LLC
SPC
J.P. MORGAN SECURITIES LLC
WORLD INVESTMENT ADVISORS, LLC
CASH FLOW TECHNOLOGIES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Robert Geoffrey Concessio
Francisco Garcia
LANCE TAYLOR PATTON
Jennifer Victoria Palakiko
Thomas D O'Malley
KEITH GALICIA
Justin Brough
JENNIFER JILL Vargas
Alice Kay Hibbs
Patrick K. Batac
MICHELE MARIE LANTZ
Suzan H Halsey
Kenneth Francis Galanis
KEVIN LEWIS VON TUNGELN
CHRISTINA WOODFORD
MATTHEW CAINE SESSA
TIMOTHY HAYES
Steven Dale Angebrandt
TROY DOANE FLOWERS
JOCELYN CO WEE
DANIEL LEE RICE
ARLAND KELLY
MICHAEL LAWRENCE KELLY
Christopher James Zuaro
GEORGE LEE ANDREWS
Jesse Brent Mettrick
KATHRYN LOUISE WILKERSON

Within 50 miles of Calif City, CA, Best Investors lists 19 registered investment advisory firms with 39 offices nearby, managing about $7.10T in combined regulatory AUM across 1,198,549 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 Calif City

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WORLD INVESTMENT ADVISORS, LLC 7 clients · 376 advisers $71.6B AUM