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Best financial advisors in Diamond Springs, CA

Registered advisers within 25 miles of Diamond Springs, CA.

Offices
395
Firms
174
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
2.10M
2,095,519 clients when Item 5C has a number
Avg / client
$7.72M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PRINCIPAL SECURITIES, INC.
EDWARD JONES
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
WEALTHGUARD ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
LANE FLORENCE, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
FAULKNER FINANCIAL PLANNING, LLC

Investors

ALEXANDER BRUCE DICKSON
GARRETT DANIEL SANDERS
Ian Gookin
Juan Vargas
Mohammed Halabi
Ronald Anthony Jacob
Megan Mara Fruit
MATT ALLEN ERICKSON
Christie Benet Johnson
Stacey Marie Caso-Turk
BLAKE LOGAN ANDERSON
ADAM LELAND ANDERSON
BENJAMIN HYLLESTED ANDERSON
James Bowman
Jason Sterling Friese
Victoria M Hunt
JOHN PIERRE CARLSEN
BENJAMIN ROBERT YOUNG
LACEY MICHELE YOUNG
ANTONIO JACOB DIMATTEO
David Robert Stoddard
Maximilian C Callaghan
JOHN DALE LANE
ALBERT SONGNAM HUYNH
JAMES DANIEL SNEAD
CORBIN JAMES WEATHERBY
NATHAN TUTTLE
RUSSELL ALAN BEAL
JOHN TAYLOR
Jeffrey Allan Wood
Joshua Fournier
KATHLEEN MARIE FAULKNER

Within 25 miles of Diamond Springs, CA, Best Investors lists 174 registered investment advisory firms with 395 offices nearby, managing about $16.2T in combined regulatory AUM across 2,095,519 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 Diamond Springs

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