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Best financial advisors in Centerville, CA

Registered advisers within 25 miles of Centerville, CA.

Offices
167
Firms
70
Combined AUM
$10.1T
Firm-wide filings, not assets booked only here
Clients
1.68M
1,681,170 clients when Item 5C has a number
Avg / client
$5.99M
Combined AUM ÷ clients

Nearby offices

Firms

SOWELL MANAGEMENT
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
U.S. BANCORP ADVISORS, LLC
INTEGRATED PLANNING & INVESTMENTS
OSAIC INSTITUTIONS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK

Investors

EDWARD RAYMOND FORAKER
LIDIA LEACH
Oscar Angeles Ocana
BROOKE ELIOT BARNES
Jon Patrick Engel
JASON MATTHEW NENADOV
PHILIP C CALL
Mark T Steitz
Aaron J. Friedrich
TYLER SCOTT HIRSCHKORN
Ian N Perales
Karanvir Bhangoo
John Marshall Frantz
CHRISTOPHER TIMOTHY FIDE
JONATHAN BENJAMIN HOLT
ANDREW JOHN LEWIS
M Carmen GARCIA
KACY LYNN WALKER
MARY JANE PIGOTT
Jerry Edward Lawless
DAVID HAROLD SHIVERS
Katherine Marie Wara
BRADLEY ALAN WARNER
WALTER VINCEN CUMIFORD

Within 25 miles of Centerville, CA, Best Investors lists 70 registered investment advisory firms with 167 offices nearby, managing about $10.1T in combined regulatory AUM across 1,681,170 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 Centerville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM