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Best financial advisors in CALIFORNIA STATE UNIVERSITY, CA

Registered advisers within 25 miles of CALIFORNIA STATE UNIVERSITY, CA.

Offices
2,201
Firms
1,069
Combined AUM
$27.5T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,498,807 clients when Item 5C has a number
Avg / client
$7.86M
Combined AUM ÷ clients

Nearby offices

Firms

PROSPERITAS FINANCIAL, LLC
BROOKSTONE WEALTH ADVISORS, LLC
OWLSENSE WEALTH & LEGACY ADVISORS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRIAGEN WEALTH MANAGEMENT LLC
RKS MANAGEMENT, INC.
CITIGROUP GLOBAL MARKETS INC.
RCF ASSET MANAGEMENT GROUP 4, LLC
RSC ASSET MANAGEMENT GROUP, LLC
RSC INDUSTRIAL ASSET MANAGEMENT GROUP 2, LLC
RCF ASSET MANAGEMENT GROUP 3, LLC
GENESIS INVESTORS MANAGEMENT LLC
SUNSET VENTURE PARTNERS, LLC
SIEBERT ADVISORNXT, LLC.
KRANE FINANCIAL SOLUTIONS
GREENUP STREET WEALTH MANAGEMENT LLC
HIGHTOWER ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

Frederick Kenneth Arnold
Daniel Harutunian
Preston Jacob Kiledjian
ARDEM MICHAEL KILEDJIAN
TONY WAN KIM
Kaela Anne Alba
BRYAN NICHOLAS GARRIS
NICK T GARRIS
Megan Jean Rowsey
Neal Scott Marks
RON HERTZBERG
Mona Arabshahi
Ryan Patrick Lynch
GARY JASON GONZALEZ
RITA DIANA SCHWARTZ
Lauren Riley Trumbull
JUSTIN DAVID KRANE
AARON GIDEON KIRSCH
Luke Crofts
Jonathan Scott Drubner
Benjamin Posen
Gary Levenstein
Tyler Dritz
MICHAEL AARON WAXBERG
HANNA GRICHANIK

Within 25 miles of CALIFORNIA STATE UNIVERSITY, CA, Best Investors lists 1,069 registered investment advisory firms with 2,201 offices nearby, managing about $27.5T in combined regulatory AUM across 3,498,807 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 CALIFORNIA STATE UNIVERSITY

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

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T 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 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM