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Best financial advisors in Clovis, CA

Registered advisers within 25 miles of Clovis, CA.

Offices
193
Firms
81
Combined AUM
$11.1T
Firm-wide filings, not assets booked only here
Clients
1.70M
1,702,854 clients when Item 5C has a number
Avg / client
$6.52M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

Ian N Perales
PHILIP C CALL
Mark T Steitz
Aaron J. Friedrich
DAVID HAROLD SHIVERS
Katherine Marie Wara
Jerry Edward Lawless
JASON MATTHEW NENADOV
ANDREW JOHN LEWIS
Karanvir Bhangoo
M Carmen GARCIA
BRADLEY ALAN WARNER
WALTER VINCEN CUMIFORD
KACY LYNN WALKER
MARY JANE PIGOTT
ADAM J. BAY
Caleb Matthew Blech
John Marshall Frantz
CHRISTOPHER TIMOTHY FIDE
JONATHAN BENJAMIN HOLT
BROOKE ELIOT BARNES
Jon Patrick Engel
MICHAEL RICHARD LULEJIAN
PRASHANT K PATEL
RUSSELL STALIN MALTES

Within 25 miles of Clovis, CA, Best Investors lists 81 registered investment advisory firms with 193 offices nearby, managing about $11.1T in combined regulatory AUM across 1,702,854 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 Clovis

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM