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Best financial advisors in Coleville, CA

Registered advisers within 50 miles of Coleville, CA.

Offices
30
Firms
17
Combined AUM
$5.18T
Firm-wide filings, not assets booked only here
Clients
288K
287,804 clients when Item 5C has a number
Avg / client
$18.0M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
SEQUOIA WEALTH MANAGEMENT GROUP
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
JOBS PEAK ADVISORS
RAYMOND JAMES & ASSOCIATES, INC.
POWERHOUSE FINANCIAL ADVISORS, INC.

Investors

BRUCE WEBB WOODS
MATTHEW JAMES SCHAFER
Michael Nolting
Michael Lewis Miller
Alexandro Marin Uribe
Rick A Hutchison
JESUS EMMANUEL MANRIQUEZ
JENNIFER ANN JACKSON
CHRISTOPHER MICHAEL MARTIN
Amanda Elaine Jacobson
JULIA KATHLEEN BONAFEDE
Ryan Christopher Savage
Ron L. Bankofier
Stuart D Shipley
Sarah Kristine Eldridge
GRAHAM KOLBE ROGNEY
PATRICK MARTIN GASKILL
VIRGINIA ANNE BAYNE MERKOURIS
Joshua Ryan Larson
Allison Devine
DONOVAN TROY JACKSON
JEFFERY LOWELL WHITAKER
Neil Jamieson Berston
SAMUEL LONG
DAVID JAMES BRADY
Timothy Arthur Cleveland
STEVEN JAMES SMIT
ROBBY JAKE JOHNSTON
Taylor M Ohl
NICHOLAS ADAM ABELOW

Within 50 miles of Coleville, CA, Best Investors lists 17 registered investment advisory firms with 30 offices nearby, managing about $5.18T in combined regulatory AUM across 287,804 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 Coleville

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 JOBS PEAK ADVISORS 1 clients · 1 advisers $73.6B AUM 8 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM