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Best financial advisors in CALIFORNIA VALLEY, CA

Registered advisers within 25 miles of CALIFORNIA VALLEY, CA.

Offices
89
Firms
52
Combined AUM
$9.63T
Firm-wide filings, not assets booked only here
Clients
2.43M
2,427,381 clients when Item 5C has a number
Avg / client
$3.97M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EAGLEBROOK ADVISORS
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ELEMENTAL WEALTH ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LEWIS FINANCIAL, LLC
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NWM ADVISORS, LLC
SAN LUIS WEALTH ADVISORS
RAYMOND JAMES & ASSOCIATES, INC.
EP WEALTH ADVISORS
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
PEAK WEALTH ADVISORS, INC.

Investors

JOHN JOSEPH WATSON
JAMES MATTHEW MCCONAGHY
BRADLEY RYAN BOULTON
JON DARBY POLLOCK
DANIEL MICHAEL HERRON
Catherine Riedstra
ROBERT MELVIN HILTZ
WAYNE EVAN LEWIS
WYATT EVAN LEWIS
Tawnee A Hosick Evers
RYAN GREGORY CURTIS
Marcus Allen Lane
James Gregory Turner
DANIEL SEAN MARTIN
SANDRA HEDSTROM WHEELER
HARRY EDWARD FISCHER
SANDRA SUE SAILER
Sergio P Holguin
KEVIN MARK NICHOLS
JENNIFER LYNN CHESINI
RASHEEM LAMONTE BANKS
BRADLEY JUDSON GOODWIN
LUKE DAVID KITTINGER
Meredith Karman Collins
Joel Daniel Askew
Gavin Willard Benbrook
Edward Steven English
Corban Lethcoe
MATTHEW RANDALL WILSON
Megan Ashley Carden
COLE VANESSA ALLSHOUSE
JOAN CLARE WENGLIKOWSKI
NORMAN DILLON MCGILL
ROBERT J PRIOLA
Stuart Campbell
MARIE CALDERA
Christian Andrew Datu
Rebecca Ann McKenzie
William Wheldon Dugan
Jacob Allen
THOMAS BRADLEY HOLBROOK
MICHAEL DAVID SMITH
LAURA SUSAN INGELS
AARON DOUGLAS HENDRY
DEBORAH C GARZA
MARK ALEXANDER HARASYM
HELEN P SIPSAS
DONALD HUGO RAMIREZ

Within 25 miles of CALIFORNIA VALLEY, CA, Best Investors lists 52 registered investment advisory firms with 89 offices nearby, managing about $9.63T in combined regulatory AUM across 2,427,381 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 VALLEY

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM