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Best financial advisors in Cedar Ravine, CA

Registered advisers within 25 miles of Cedar Ravine, CA.

Offices
316
Firms
149
Combined AUM
$13.8T
Firm-wide filings, not assets booked only here
Clients
2.06M
2,055,072 clients when Item 5C has a number
Avg / client
$6.72M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WEALTHGUARD ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
PRINCIPAL SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
EAGLE STRATEGIES LLC
LANE FLORENCE, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.

Investors

Christie Benet Johnson
Stacey Marie Caso-Turk
BLAKE LOGAN ANDERSON
ADAM LELAND ANDERSON
BENJAMIN HYLLESTED ANDERSON
MATT ALLEN ERICKSON
JOHN PIERRE CARLSEN
James Bowman
Jason Sterling Friese
Victoria M Hunt
Ian Gookin
GARRETT DANIEL SANDERS
ALEXANDER BRUCE DICKSON
Juan Vargas
Mohammed Halabi
Ronald Anthony Jacob
Megan Mara Fruit
Athena Webster
BENJAMIN ROBERT YOUNG
LACEY MICHELE YOUNG
ANTONIO JACOB DIMATTEO
David Robert Stoddard
Maximilian C Callaghan
JOHN DALE LANE
ALBERT SONGNAM HUYNH
JAMES DANIEL SNEAD
CORBIN JAMES WEATHERBY
NATHAN TUTTLE
RUSSELL ALAN BEAL
JOHN TAYLOR
Jeffrey Allan Wood
Joshua Fournier

Within 25 miles of Cedar Ravine, CA, Best Investors lists 149 registered investment advisory firms with 316 offices nearby, managing about $13.8T in combined regulatory AUM across 2,055,072 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 Cedar Ravine

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM