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Best financial advisors in Discovery Bay, CA

Registered advisers within 25 miles of Discovery Bay, CA.

Offices
421
Firms
176
Combined AUM
$11.8T
Firm-wide filings, not assets booked only here
Clients
2.83M
2,834,303 clients when Item 5C has a number
Avg / client
$4.17M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CENTAURUS FINANCIAL, INC.
EDWARD JONES
NARDENE WEALTH MANAGEMENT INC
COMMONWEALTH FINANCIAL NETWORK
MML INVESTORS SERVICES, LLC
U.S. BANCORP ADVISORS, LLC

Investors

Samantha Smith-Carsey
GILLIAN HUANYIH LIM
DAVID STANLEY ROCHE
DANIEL PAUL TORRES
ISHMAEL TARIQ ABDUL AL-BARI
MOHAMMED DAUD MUNSIFZADAH
Tiffany Diaz
JEFFERY ALEX MCKANNAY
Nicholas Chun Loong Ng
Michael Anthony Elias
Lisa Darlene Ferrante
Jennifer C Hamilton
CHARLES HENRY SHREVE
MICHAEL PAUL CHING
Marco Antonio Carrasco
Brandon Harper
Raul Antonio Aguilar
Jacquelyn Christine Wright
RUDY MARTINEZ
GREGORY J EISSNER
Austin Hunt
Diamond Sharon R Madsen
Andrew Yadegar
RAJ ALAGAPPAN NATARAJAN
SAMANTHA SAGERS-DAVENPORT
BRETT GABRIEL WILLIAMS
Reijer G Groenveld
Theresa Erin Trayner
Cristian Patrick Spence
MICHAEL KEVIN KENNEDY
CHRISTOPHER O'BRIEN BOTT

Within 25 miles of Discovery Bay, CA, Best Investors lists 176 registered investment advisory firms with 421 offices nearby, managing about $11.8T in combined regulatory AUM across 2,834,303 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 Discovery Bay

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM