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Best financial advisors in Crowley Lake, CA

Registered advisers within 50 miles of Crowley Lake, CA.

Offices
10
Firms
8
Combined AUM
$2.30T
Firm-wide filings, not assets booked only here
Clients
765K
765,075 clients when Item 5C has a number
Avg / client
$3.00M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
YOSEMITE WEALTH
STATE FARM INVESTMENT MANAGEMENT CORP.
SIERRA ASSET MANAGEMENT
LPL FINANCIAL LLC

Investors

TERRENCE KELLEY LAPAN
DONALD JAMES MATTHEWSON
Joshua Beck
RANDALL WAYNE VANTASSELL
LINDSEY M SHERER
FRANK MILLER STAVES
SHAWNA MARIE PETRUSHKIN
Travis Trettin
Daniel S. Gianopulos
JEFF DEWAYNE SINGLETON
DONALD ANTHONY DEBERNARDI
Andrew Scott Ketchum

Within 50 miles of Crowley Lake, CA, Best Investors lists 8 registered investment advisory firms with 10 offices nearby, managing about $2.30T in combined regulatory AUM across 765,075 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 Crowley Lake

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

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 SIERRA ASSET MANAGEMENT 1 advisers $462M AUM 8 YOSEMITE WEALTH 71 clients · 1 advisers $16.3M AUM