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Best financial advisors in Crest, CA

Registered advisers within 25 miles of Crest, CA.

Offices
1,093
Firms
461
Combined AUM
$18.2T
Firm-wide filings, not assets booked only here
Clients
91.7M
91,682,072 clients when Item 5C has a number
Avg / client
$198.4K
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
NECTARINE
THRIVE PORTFOLIOS
FAIRBANKS CAPITAL MANAGEMENT, INC.
BULL OAK CAPITAL, LLC
GRACIAN CAPITAL LLC
MAVEN GROUP LLC
PACIFIC POINT ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
NAVY FEDERAL INVESTMENT SERVICES, LLC
LANTZMAN MANAGEMENT
FIRST CITIZENS INVESTOR SERVICES, INC.
CHARLES SCHWAB & CO., INC.
KESTRA PRIVATE WEALTH SERVICES, LLC
EDELMAN FINANCIAL ENGINES
KESTRA ADVISORY SERVICES, LLC

Investors

DEJAN TASICH
Heather Nicole Comella
Lillian Hope Irion
Adam Nicholas Coleman
LINDA NMN GRIZELY
ARIK KERMIT PETERSON
Carla Taylor Adams
MADISON NESTOR SHARICK
KATHLEEN BRITTANY BOYD
Nicholas Gregory Kyburz
DAVID SCOTT BARTA
MATTHEW THOMAS GRAY
DANIEL PATRICK KENEALY
CRISTINA PEREZ
DARCI COLLEEN ZAUNMILLER
BRADLEY GILBERT
CHRIS HOON CHO
RAPHAEL BIDERMAN
Peter Stuart Campbell
MICHAEL THOMAS STONER
RYAN ANTHONY HUGHES
Colin Summers
KATHERINE ROSE LOCK
AHMAD SUROSH RASHIDI
MATTHEW ROBERT KLIBER
MICHAEL COSIMO LICOSATI
DANIEL MICHAEL RACICOT
SCOTT BRIAN PRESTON
TOAN VI LY
GIL PATRICK MATRO
MICHAEL JAMES GOTTMAN
Nidaa Petros Kalasho
MARIO WOIZESCHKE
Brett Lindeman
DAVID ALEXANDER STITT
NATHAN ANDREW FOGLEMAN
Jack Ray Iler
Luken Machree Wilson
Andreas Juris Melzer
KEVIN W FOOTE
Michael Ryan Love
Dillon Hakes
Dylan Gregory Stafford
WALTER ROLAND VALENZUELA
JUSTIN WALT PARKER
GUY KOSOV
Megan Kristine Brandt
Hannah Keiko Perez
AARON CHRISTIAN MULVANEY
BESJANA HUSTED
BRANDON ALEXANDER BELL
BENJAMIN THOMAS BOWEN
RANA MAIDA
GEORGE DAVID ALEXANDER

Within 25 miles of Crest, CA, Best Investors lists 461 registered investment advisory firms with 1,093 offices nearby, managing about $18.2T in combined regulatory AUM across 91,682,072 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 Crest

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM