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Best financial advisors in Cedarpines Park, CA

Registered advisers within 25 miles of Cedarpines Park, CA.

Offices
325
Firms
92
Combined AUM
$11.8T
Firm-wide filings, not assets booked only here
Clients
2.54M
2,538,930 clients when Item 5C has a number
Avg / client
$4.66M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CITIGROUP GLOBAL MARKETS INC.
CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC
CORE FINANCIAL ADVISORS

Investors

Kimberly Nicole Romo
Tommy Donald DeGraw
CAROLYN YVONNE JENKINS
Ivan Flores
Damon B. Hopkins
R C CHAVEZ
Phillip Levy
ADALBERTO PERAZA
JESUS RAUL SANCHEZ
Jerome B Wilson
Adam Antekeier
JESSI JAMES YZAGUIRRE
Ismael Navarro
MICHELLE Dawn RICKARD
Pablo Daniel Martinez
Denise De La Torre
MARIE FINAZZO JOHNSON
YEREL SALDIVAR MORALES
LAURA VASQUEZ
DOUGLAS PAUL STEPHENSON
WILLIAM LARRY STANDRIDGE
SCOTT ALAN MANNING
Fanor Abraham Bohorquez
JACK RAY KNIGHT
Richard Erl Michael McBurney
PAUL VERNON HENSLER
ANDREW DEVORE BOYD
ROBERT OWEN BOYD

Within 25 miles of Cedarpines Park, CA, Best Investors lists 92 registered investment advisory firms with 325 offices nearby, managing about $11.8T in combined regulatory AUM across 2,538,930 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 Cedarpines 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 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