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Best financial advisors in Cloverdale, CA

Registered advisers within 25 miles of Cloverdale, CA.

Offices
35
Firms
19
Combined AUM
$3.71T
Firm-wide filings, not assets booked only here
Clients
905K
905,270 clients when Item 5C has a number
Avg / client
$4.10M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
J. OLIVER MAXWELL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ILUKA ADVISORS
J.P. MORGAN SECURITIES LLC
MORK CAPITAL MANAGEMENT
GEMMER, ROBERT ARDEN
AMERICAN INVESTORS COMPANY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
L CAPITAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

KRISTIN MIRANDA KURPINSKY
Monica Esquivel
Dolph Daniel Green
Sara Elizabeth Crouch
NANETTE MARIE DUTCHER
Joel David Jernigan
JENNIFER ELIZABETH STRONG
GABRIEL HIRAM STRONG
CHRISTIAN ALEXANDER CHAPMAN
TERESA LEE HETTINGER
Sam Valtenbergs
ROBERT MICHAEL MCALLISTER
Matthew R Anderson
Bryan Michael Anderson
Philippe Thayer Hobson
ANDREW RAMIREZ ESQUIVEL
Symon Davis
Joseph Adam Sobolewski
PAUL ANTHONY SULLIVAN
ROBERT ARDEN GEMMER
PETER MICHAEL WIERZBICKI
RENEE SUZANNE HYDE
BENJAMIN R STEWART

Within 25 miles of Cloverdale, CA, Best Investors lists 19 registered investment advisory firms with 35 offices nearby, managing about $3.71T in combined regulatory AUM across 905,270 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 Cloverdale

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM