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Best financial advisors in Cambria, CA

Registered advisers within 25 miles of Cambria, CA.

Offices
42
Firms
21
Combined AUM
$4.05T
Firm-wide filings, not assets booked only here
Clients
703K
702,771 clients when Item 5C has a number
Avg / client
$5.76M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
J. W. COLE ADVISORS, INC.
MADISON AVENUE SECURITIES, LLC
SLO MONEY MANAGERS
KOBATA FINANCIAL
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CORNERSTONE WEALTH MANAGEMENT, LLC
ROTHMAN INVESTMENT MANAGEMENT, LLC

Investors

Jenae Niko Hall
BRUCE ALAN WILLIAMS
JEB ELLIOTT BROWN
ANNE ELIZABETH CRABBE
Ricardo Amador Cordova
Kevin John Klipfel
Andrea Ruth Klipfel
TIMOTHY HAROLD HOLT
PAUL ANDREW PAROTTI
SARAH MARIE ANDERSON
NELSON MIKI KOBATA
COURTNEY MARIE MORROW
James Steven Moffatt
Charles Althair Matthews
Sara Rose Hays
Natali Medina Sanchez
Nazaree Jackson
THOMAS TERRY VIGIL
Dave W Pruett
Jocelyn Nicole Furtado
Deanna Jebamani Richards
David Charles La Rue
JACOB TIMOTHY ROTHMAN
Larson Duncan Patty

Within 25 miles of Cambria, CA, Best Investors lists 21 registered investment advisory firms with 42 offices nearby, managing about $4.05T in combined regulatory AUM across 702,771 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 Cambria

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM