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Best financial advisors in Cisco, CA

Registered advisers within 25 miles of Cisco, CA.

Offices
30
Firms
25
Combined AUM
$8.26T
Firm-wide filings, not assets booked only here
Clients
2.08M
2,083,333 clients when Item 5C has a number
Avg / client
$3.97M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CHARLES SCHWAB & CO., INC.
COMMONWEALTH FINANCIAL NETWORK
ALPINE PEAKS CONSULTING
GREENSLOPE CAPITAL MANAGEMENT, LLC
EMERALD BAY WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
GLOBAL RETIREMENT PARTNERS LLC
BRIDGESCALE, LLC
WELLS FARGO CLEARING SERVICES, LLC
CAVALOT CAPITAL
VOMUND INVESTMENT MANAGEMENT, LLC
WHITEBARK INVESTORS
FLUME VENTURES MANAGEMENT, LLC

Investors

Michael Richard Murphy
Adam Kwiecinski
BRYAN ROZMARYNOWSKI
Bruce Haney Turner
Andrew W McMullen
TYLER WEST LIGHTCAP
Peter T Fuszard
Rachel Michelle Ludke
Jordan T McElroy
NATHAN NORRIS FARNELL
WILLIAM WRIGHT AUSTIN
JESSICA ABRAMS
JOHN CHRISTOPHER MANOCCHIO
JOHN NICHOLAS MANOCCHIO
FRANCIS JACOBS
JONATHAN ANONGOS LUCAS
MARK FREDRICK RUBINSTEIN
HOWARD WILLIAM COLGAN
STEVEN ERIC RENNER
DAMIAN PALFINI
DAVID ERIC VOMUND
RALPH SCOTT AGOSTINI
SHELBY RENE GALLAGHER
MARK EUGENE MATTINGLY
Brett J Malamet
CARLA NAHAS DE LAURENTIZ
LINDSAY KAE SHUCK
PETER KENNETH KONG
Craig Alexander Steiger

Within 25 miles of Cisco, CA, Best Investors lists 25 registered investment advisory firms with 30 offices nearby, managing about $8.26T in combined regulatory AUM across 2,083,333 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 Cisco

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM