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Best financial advisors in Cuyama, CA

Registered advisers within 50 miles of Cuyama, CA.

Offices
263
Firms
135
Combined AUM
$14.2T
Firm-wide filings, not assets booked only here
Clients
2.52M
2,516,297 clients when Item 5C has a number
Avg / client
$5.64M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
INDEPENDENT FINANCIAL PARTNERS
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
ONEDIGITAL
FINANCIAL TELESIS COMPANY
BENEDETTI FINANCIAL, INC.
MONARCH WEALTH STRATEGIES
FIRST COMMAND ADVISORY SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.
GOLDEN STATE WEALTH MANAGEMENT, LLC

Investors

Christen Andrew Nielsen
KELSEY CHRISTOPHER BENGOA
Mark Joseph Kavaloski
Leslie Ann Swartwood
BRADLEY DARREN SICOFF
Bruce Porter
JAVIER TRUJILLO
Loren James Grabau
James Matthew Watts
GARY SCOTT MORROW
Kelly R. Hunziker
JORGE ARMANDO MORALES
JEFFREY WILLIAM LITTLE
Eric Joseph Bravo
BRUCE ALAN ALTHEIDE
Juan Forcado
SETH WHEATLEY OLLICE
TRENT JOSEPH BENEDETTI
CHRISTIE L BENEDETTI
IRENE THERESE TIMMONS
Abby Marie Bierschbach
Brian Thomas Keith
ANTONIO PEREZ MENDOZA
DAVID M OGDEN

Within 50 miles of Cuyama, CA, Best Investors lists 135 registered investment advisory firms with 263 offices nearby, managing about $14.2T in combined regulatory AUM across 2,516,297 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 Cuyama

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM