Best Investors Account Sign in

Best financial advisors in Davenport, CA

Registered advisers within 25 miles of Davenport, CA.

Offices
986
Firms
595
Combined AUM
$16.5T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,199,843 clients when Item 5C has a number
Avg / client
$5.16M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
EQUITY ADVISORS, LLC
JOHN H. BECKER
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MORGAN STANLEY
VALIC FINANCIAL ADVISORS, INC.
WHITESPACE FINANCIAL, LLC
YEAR ZERO VENTURES GROUP LLC
GRADIENT CAPITAL MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SARATOGA RESEARCH & INVESTMENT MANAGEMENT

Investors

Aaron E Brandt
James Ronald Morris
LAURA JANE FERGUSON
Paige Rexrode
LAUREEN MARIE YUNGMEYER
Katherine Phillips
Ivor Thomas
Cheryl Dieda Rebottaro
Casey Flom
ROBERT MASON
Sebastian D Henshaw
KEVIN LLOYD MIZE
TIFFANY DANIELLE HAMMER
NIKOLAS MARSHAL BARR
NAYANA T D DARRAH
Jon Michael Hanson
Kenneth A Evans
Josiah T Clymer
RICHARD MICHAEL KAPCHUK
MAGGIE MERIDETH MARTIN
GALAHAM ZUANICH
ERIK IVER HANSON
ROBERT L SHEELY
CHRISTINE E INGESSON
MONICA MARIE CARNEY
TRISTAN SOMMER KASS
ANDREAS OLOV LINDSTROM
JESSICA E. LOCATELLI
ANGELINA D MCCLELLAN
SAMUEL GUY DWYER
Kyle James Coulter
Matthew John Zepeda
Jacob Zils Willet
COLLEEN A O'BRIEN
NEVIN THOMAS HOUGARDY
JOHN ADAM HOWARD
KATHLEEN MURPHY DWYER
JERALD R REICH
ROGER ALLEN EVANS
ANDREW R HUBBARD
Scott R Tucker
PETER DEAN
JAMES MICHAEL BARGETTO
OLGA NELLY PAPPAS
DANIEL VINCENT COOK
GEOFFREY MICHAEL AKERS
Zachary Charles Brown
Kurt W Grundner
Carmen Irving
Alan Richard Gale
DAVID ANGUS BLACKWOOD
PHILIP NORMAN MILLS
JANE MARIE MCKENZIE
Jared Zhu
KEVIN PETER TANNER
SHOICHI ADAM SATO
MARC COOK CROSBY
MATTHEW DANIEL CASAS
Tierney Leigh-McClenahan Bosset
Matthew Tyler Keating
Andrew Joseph Early
JAMES HAROLD TANNER
PHILIP ALBERT SPENCER
MATHEW EDWARD SPENCER
TRACEY ALDEN DEVINE
JOSEPH HOWARD POLLARD
MARK LEE MCCLENAHAN
ROBERT LEE MENG

Within 25 miles of Davenport, CA, Best Investors lists 595 registered investment advisory firms with 986 offices nearby, managing about $16.5T in combined regulatory AUM across 3,199,843 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 Davenport

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM