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Best financial advisors in Camp Roberts, CA

Registered advisers within 25 miles of Camp Roberts, CA.

Offices
20
Firms
13
Combined AUM
$4.67T
Firm-wide filings, not assets booked only here
Clients
827K
827,031 clients when Item 5C has a number
Avg / client
$5.65M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
J. W. COLE ADVISORS, INC.
ADVISORY SOLUTIONS GROUP
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CORVUS WEALTH ADVISORS LLC

Investors

James Steven Moffatt
CLAYTON EUGENE DAVIS
Kevin John Klipfel
Andrea Ruth Klipfel
ERIC A HALLIN
Ashley Nicole Eckles
CINDY L BERGIN
CRAIG STEPHEN BONELLI JR.
GENE STEPHEN MCABEE
Jonathan Richard Zeller
WILLIAM HAROLD SERRITSLEV
Jenae Niko Hall
BRUCE ALAN WILLIAMS
JEB ELLIOTT BROWN
ANNE ELIZABETH CRABBE
CONSTANCE Miller Cook
RYAN JEFFREY LANGSTAFF
Evan Langstaff
JENNIFER LYNN LANGSTAFF
JOSEPH DALE POLLARD
SHAWN AUBREY ARNER
STEPHEN JAMES WEBER
Ricardo Amador Cordova
Mitchell Arlin Satz
DAREN SCOTT FRIEDLE
Michael Andrew Thomas
Matthew David Oppedahl
ROBERT ALAN GARCIA
STEPHANIE CHRISTINA KEMP
Anthony Lyn Leonti
Katelin Mahoney
Travis Domingues
Alison Rose Shannon
SHELLEY LOUISE GILL

Within 25 miles of Camp Roberts, CA, Best Investors lists 13 registered investment advisory firms with 20 offices nearby, managing about $4.67T in combined regulatory AUM across 827,031 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 Camp Roberts

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM