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Best financial advisors in Citrus Heights, CA

Registered advisers within 25 miles of Citrus Heights, CA.

Offices
744
Firms
254
Combined AUM
$16.8T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,088,260 clients when Item 5C has a number
Avg / client
$5.46M
Combined AUM ÷ clients

Nearby offices

Firms

U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
EDWARD JONES
PRINCIPAL SECURITIES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
BELLWETHER CAPITAL MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.

Investors

Luu Elizabeth Mathias
MATTHEW PERKINS
Yu Ye
Christine T Cao
Lilia V Prather
KEVIN RAY NELSON
DURRON RANDELL BELL
Coreen May Woehl
CAROLYN ELIZABETH WILSON
DARRYL JOSEPH HALL
Pieter Van Damme
LEO B KAY
Travis Greene
SITA R LALCHANDANI
Jack George
MARTIN RICHARD MEIER
RODNEY LOUIS BANNISTER
BRIAN MICHAEL BANNISTER
CHARLES DEMOTS TRACY
DUSTIN GEORGE DELAUER BUCK
SHIYA NICHOLAS SOLODOFF
PAMELA GAY BUDENBENDER
LUKE CLETUS IVERSON
Timothy D Samodarov
MEHRAN KHODABAKHSH TORKI
ROOSEVELT ALEXANDER KIRBY
ARTUR BUKATAR
ILJA TSCHERENKOW
MARK STEPHEN ATKINS

Within 25 miles of Citrus Heights, CA, Best Investors lists 254 registered investment advisory firms with 744 offices nearby, managing about $16.8T in combined regulatory AUM across 3,088,260 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 Citrus Heights

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