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Best financial advisors in Charter Oak, CA

Registered advisers within 25 miles of Charter Oak, CA.

Offices
1,558
Firms
474
Combined AUM
$21.0T
Firm-wide filings, not assets booked only here
Clients
3.10M
3,103,343 clients when Item 5C has a number
Avg / client
$6.77M
Combined AUM ÷ clients

Nearby offices

Firms

RICE HALL JAMES & ASSOCIATES LLC
RBC CAPITAL MARKETS, LLC
STRATEGY ASSET MANAGERS L.L.C.
MML INVESTORS SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
NASDAQ DORSEY WRIGHT
U.S. BANCORP ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LAKE AVENUE FINANCIAL LLC
GRIFFINEST ASIA ASSET MANAGEMENT, LLC
OAKGROWTH WEALTH MANAGEMENT LLC
VIDA PRIVATE WEALTH LLC
RAYMOND JAMES & ASSOCIATES, INC.
D.A. DAVIDSON & CO.
BW & ASSOCIATES, INC.
STAMOS AND STAMOS, CERTIFIED PUBLIC ACCOUNTANTS, INC.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
FAVOR WEALTH ADVISORS, LLC

Investors

LOUIS MILLETT HOLTZ
DEANNA MARIE CLARK
ELIZABETH MARY KESHISHIAN
JEFFREY MATTHEW SCOFIELD
EDMUND JOSEPH REGAN
Junia Pan Li
THOMAS WOODWARD HULICK
Joseph Peter Traba
Liam Thomas Critchett
David Mac Cormick Carter
David Jin Kyu Chong
VICTOR MARTINEZ
Alexander Henry Hagstrom
William Hamelin
HAROLD BOWLER PARKER
DAVY KWOK
DEBBY P PAN
Aaron Kuo
WILLIAM NAIKWAN LEE
JASON HUI TAN
SUSAN ANNE KNOX
Sylvia Lee
ARKADY MILGRAM
WENDY BEHNER
SAM CONSOS
ANDREW CHARLES HYER
Missael Macedo
JOHN GUNNARD LEWIS
Anu Bedi Chopra Lanagan
Shelly Guan Chia
AUSTIN NORRIS HEBERGER
GAVIN ANDREW LEE
ALEX BEDO CHALEKIAN
JASON ROBERT SIKMA
VICTOR HUANG-CHIANG LIN
CHUNG PING LI
SHANSHAN WANG
WAN-LIN LIAO
YU-LUNG TSAO
XINYI WANG
DAVID BASSAM HINDI
G MIGUEL ALVES
Ariel Praw
JAY MICHAEL OLDHAM
Dylan A Garcia
JOHN DAROLD SIMMONS
HOWARD EMERSON KERN
SANAE ANNE GARCIA
MICHELLE RENE MOORE
Michelle L. Marquez
Jason Lee Ray Betts
AARON JASON WERNER
KATHLEEN J ROSHAY
Simon Alexander Rawlinson
JOSELYN ESTEFANY NORDSTROM
JORDAN JOSEPH BERRY
Quenten MacGrew Kirby
Jessica Anne Quinn
Damian J Flanigan
BRIAN A. AUGUSTINE GARCIA
Patricia Valenzuela
VERONICA HERRERA AGUIRRE
KENNETH WILLIAM ROBBINS
JAZMIN GABRIELA CARPENTER
OHAN CHOREKCHYAN
KEVIN JAMES MCCARTHY
MAGDALENA MARIA LESMANA
Jake Nichols Stollmeyer
William Leo Creedon
MICHAEL JAMES JACKSON
CHALYDA DUMAYAS
Nadine Ibrahim
WILLIAM MCPHERSON FITZHUGH
Michael Fred Jaquez
Elen Arakelyan
STUART NG
STEPHANIE JONES BENNETT
SUMMER ELIZABETH ODIN
KATHERINE CURTIS REITNOUER
Sebastian William Payne
STEVEN CHARLES JACKSON
Andrew Steinberg
ALESHA LYNN LOZANO
JOHN FREDERICK REITNOUER
LAUREL ANNE HACKETT
BONNIE SUE WUSZ
Gabriel Guan Wei Choo
Ken Chi Lee
Jose D Ramirez M
Zhen Liu
RICKY ENRIQUE BIEL

Within 25 miles of Charter Oak, CA, Best Investors lists 474 registered investment advisory firms with 1,558 offices nearby, managing about $21.0T in combined regulatory AUM across 3,103,343 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 Charter Oak

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

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM