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Best financial advisors in Cazadero, CA

Registered advisers within 25 miles of Cazadero, CA.

Offices
39
Firms
25
Combined AUM
$6.05T
Firm-wide filings, not assets booked only here
Clients
938K
938,147 clients when Item 5C has a number
Avg / client
$6.44M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
EDWARD JONES
ILUKA ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
MORK CAPITAL MANAGEMENT
GEMMER, ROBERT ARDEN
AMERICAN INVESTORS COMPANY
WORLD CAPITAL MANAGEMENT
OSAIC WEALTH, INC.
L CAPITAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

PETER MICHAEL WIERZBICKI
Sara Elizabeth Crouch
KRISTIN MIRANDA KURPINSKY
Monica Esquivel
Dolph Daniel Green
Sam Valtenbergs
Matthew R Anderson
Bryan Michael Anderson
Philippe Thayer Hobson
ANDREW RAMIREZ ESQUIVEL
Symon Davis
Joseph Adam Sobolewski
PAUL ANTHONY SULLIVAN
ROBERT ARDEN GEMMER
JACOB JOHN BRODT
RENEE SUZANNE HYDE
CHANDRIGA WALKER
PETER CRAWFORD WALKER
RICHARD STANLEY REBELLO
Miguel Alfaro
BENJAMIN R STEWART

Within 25 miles of Cazadero, CA, Best Investors lists 25 registered investment advisory firms with 39 offices nearby, managing about $6.05T in combined regulatory AUM across 938,147 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 Cazadero

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM