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Best financial advisors in Dockweiler, CA

Registered advisers within 25 miles of Dockweiler, CA.

Offices
2,865
Firms
1,199
Combined AUM
$27.4T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,508,668 clients when Item 5C has a number
Avg / client
$7.82M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
FINZ ADVISORS, LLC
CENTER15 CAPITAL LLC
RHEA CAPITAL MANAGEMENT
FINANCIAL INTERNATIONAL
INDEPENDENT FINANCIAL GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MASTER STRUCTURED ALTERNATIVE ASSET RELATED STRATEGIES, LLC
POWDER RIVER CAPITAL MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
SFE INVESTMENT COUNSEL INC.
EVERETT HARRIS & CO
CETERA INVESTMENT ADVISERS LLC
USI ADVISORS
THINK WEALTH ASSET LLC
GAW CAPITAL ADVISORS USA

Investors

Cristian Ochoa
CALEB EDWARD WILLIAMS
Kenny Jung
ROBERTO ROUSSELL WASHINGTON
SISUNG NOH
SEAN MO KIM
JAY (NONE) MASTER
David Jungwoo Lee
MAZIYAR AHMADI-KASHANI
MARK LARRY DELGADILLO
JEFFREY N. EISFELDER
Charles Eustis Bohlen
Peter Nicholas Scholl Bohlen
GREGORY CANNON GIAUQUE
JAMES DOUGLAS WARD
ELIZABETH ROSE MARGALIS
Monica Liliane Baier
KWANG HWI NO
DAVID ADAIR CLARK
JASON CHI-JUI CHIU
MariaLourdesBChua Reyes
HUNG-EN LAI
EDWARD JAMES TERNAN
JON MICHAEL KMETT
DAVID JOHN THOMSEN
JAMES THOMAS MOYLAN
CHARLES EUSTIS BOHLEN
TERI MAY MCCASLAND
ROBYN JAN MEDINA
GALO SEAN MEDINA
Galo Robert Medina
Jonathan Sharp
BART EDWARD BALLINGER
Sarah Boyd

Within 25 miles of Dockweiler, CA, Best Investors lists 1,199 registered investment advisory firms with 2,865 offices nearby, managing about $27.4T in combined regulatory AUM across 3,508,668 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 Dockweiler

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

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM