Best financial advisors in Copperopolis, CA

Registered advisers within 25 miles of Copperopolis, CA.

Offices

88

Firms

41

Combined AUM

$7.39T

Firm-wide filings, not assets booked only here

Clients

909K

909,408 clients when Item 5C has a number

Avg / client

$8.13M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

111 TOWN SQUARE RD, SUITE A
COPPEROPOLIS, CA 95228

EDWARD JONES

178A SOUTH MAAG AVE
OAKDALE, CA 95361

12.2 miles away

VERITY ASSET MANAGEMENT

213 S SIERRA AVE
OAKDALE, CA 95361-4013

PFS INVESTMENTS INC.

210 SOUTH SIERRA AVENUE SUITE 207-A
OAKDALE, CA 95361

VERITY ASSET MANAGEMENT

210 S SIERRA AVE STE 106
OAKDALE, CA 95361-4212

PFS INVESTMENTS INC.

210 SOUTH SIERRA AVENUE SUITE 207
OAKDALE, CA 95361

J.P. MORGAN SECURITIES LLC

325 E "F" STREET, SUITE A
OAKDALE, CA 95361

CETERA INVESTMENT ADVISERS LLC

125 NORTH 3RD AVENUE
OAKDALE, CA 95361

13.1 miles away

WELLS FARGO CLEARING SERVICES, LLC

105 W F ST
OAKDALE, CA 95361

13.2 miles away

KENNETH E. BOONE WEALTH MANAGEMENT, LLC

723 W F STREET 16777
OAKDALE, CA 95361

13.5 miles away

FORUM FINANCIAL MANAGEMENT, LP

250 S. Oak Avenue Suite A-3
Oakdale, CA 95361

13.9 miles away

EDWARD JONES

467 S MAIN ST
ANGELS CAMP, CA 95222

STATE FARM INVESTMENT MANAGEMENT CORP.

218 S Main St.
Angels Camp, CA 95222-9359

EDWARD JONES

1300 KURT DR STE 101
ANGELS CAMP, CA 95222-9324

14.2 miles away

LPL FINANCIAL LLC

144 N WASHINGTON
SONORA, CA 95370

17.4 miles away

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

171 N WASHINGTON ST STE C
SONORA, CA 95370

17.5 miles away

COMMONWEALTH FINANCIAL NETWORK

63 SOUTH WASHINGTON STREET SUITE A
SONORA, CA 95370

17.5 miles away

EDWARD JONES

199 SOUTH WASHINGTON STREET SUITE A
SONORA, CA 95370

17.5 miles away

VALLEY WEALTH STRATEGIES, LLC

316 S. Stewart Street Suite #1
Sonora, CA 95370

17.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

726 Mono Way
Sonora, CA 95370

17.9 miles away

Firms

LPL FINANCIAL LLC

VERITY ASSET MANAGEMENT

PFS INVESTMENTS INC.

J.P. MORGAN SECURITIES LLC

CETERA INVESTMENT ADVISERS LLC

WELLS FARGO CLEARING SERVICES, LLC

KENNETH E. BOONE WEALTH MANAGEMENT, LLC

FORUM FINANCIAL MANAGEMENT, LP

STATE FARM INVESTMENT MANAGEMENT CORP.

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

COMMONWEALTH FINANCIAL NETWORK

VALLEY WEALTH STRATEGIES, LLC

Investors

DONNA MARIE STEVENSON

Eder Hernandez Barrientos

WALTER NAVA GORDON

Gerardo Vergara

Nagaraj Bhimaray Awatiger

GARY MANUEL MARTIN

Madeline McCarthy

Anthony A. Linares

CHARLENE RENEE LOVITT

ANTHONY ROBERT DAVILA

Joshua David Natham

KENNETH EZRA BOONE

Brandon Lee Meyer

Mauricio Cisneros

Timothy Scott Oskey

STEVEN CRAIG HAYWARD

JOSHUA ADAM SUESS

SERENA LYNETTE DAVIS

KIMBERLY JOYCE HEMBREE

James Anthony Zaiter

NICOLE KIOMI KIKUGAWA

Rebekah Garvin Mackenzie

Within 25 miles of Copperopolis, CA, Best Investors lists 41 registered investment advisory firms with 88 offices nearby, managing about $7.39T in combined regulatory AUM across 909,408 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 Copperopolis

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM