Best Investors Account Sign in

Best financial advisors in Catheys Valley, CA

Registered advisers within 25 miles of Catheys Valley, CA.

Offices
11
Firms
6
Combined AUM
$4.32T
Firm-wide filings, not assets booked only here
Clients
380K
379,544 clients when Item 5C has a number
Avg / client
$11.4M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

CLINTON WESLEY MOORE
BRIAN JAMES GUDGEL
EDWARD FRANK MACHA
MELISSA DANIELLE FRAZIER
RONALD BRYAN EWING
Andres Curiel
Thomas Anthony Ochinero
DANIEL JOHN ZACHARIAS
SUZANNE HEATHER SMITH
Edward Guzman
PETER Anthony PADILLA
David Norton Wood
Mark Anthony Vega Felix
Ann Xaipanya
BRYAN L. TURNBULL
LYNNETTE MICHELLE MCGILL-KOEHN
ERIC P GIELING
NAI KAE SAELEE
Mark T Seivert
TED ROY DIETZ
Alberto Escobedo
Cody Bijou
James John Price
LETISHA MARIE MIRANDA

Within 25 miles of Catheys Valley, CA, Best Investors lists 6 registered investment advisory firms with 11 offices nearby, managing about $4.32T in combined regulatory AUM across 379,544 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 Catheys Valley

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM