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Best financial advisors in Cameron Park, CA

Registered advisers within 25 miles of Cameron Park, CA.

Offices
582
Firms
212
Combined AUM
$16.4T
Firm-wide filings, not assets booked only here
Clients
3.06M
3,060,398 clients when Item 5C has a number
Avg / client
$5.35M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
FAULKNER FINANCIAL PLANNING, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
LANE FLORENCE, LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
5 TALENTS ADVISORS, INC
MP3 FINANCE LLC
STATHEROS FINANCIAL SOLUTIONS, INC.
CETERA INVESTMENT ADVISERS LLC
ROSSI FINANCIAL GROUP
SDMI INSURANCE AND FINANCIAL SERVICES
J.P. MORGAN SECURITIES LLC

Investors

Jeffrey Allan Wood
Joshua Fournier
KATHLEEN MARIE FAULKNER
JAMES DANIEL SNEAD
CORBIN JAMES WEATHERBY
NATHAN TUTTLE
RUSSELL ALAN BEAL
JOHN TAYLOR
BENJAMIN ROBERT YOUNG
LACEY MICHELE YOUNG
ANTONIO JACOB DIMATTEO
David Robert Stoddard
Maximilian C Callaghan
JOHN DALE LANE
ALBERT SONGNAM HUYNH
William Raymond Maynard
GENE AUSTIN TABB
Jayson Hans Jay
Matthew Allen Pederson
JACOB RICHARD PARSONS
KELLY L ROEMERS
GREGORY ALLEN PETERSON
MICHAEL LYLE ROBERTS
BRYAN DANIEL GUTIERREZ
EMILIE Christine ANDRES
DANIEL CHARLES GUTIERREZ
DOUGLAS HARRY DAVEY
Justin S Waisner
Caleb Hilliker
Trevor S Parsons
ANA ILDA RAMIREZ
STEPHEN DEAN ERICKSON
BRIAN SCOTT OLMSTEAD
RONALD WILLIAM MAMMEN
JULIENNE BUXTON
PAUL RICHARD ROSSI
REBECCA MICHELLE HORRELL
Sam Azzam Fakhoury

Within 25 miles of Cameron Park, CA, Best Investors lists 212 registered investment advisory firms with 582 offices nearby, managing about $16.4T in combined regulatory AUM across 3,060,398 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 Cameron Park

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM