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Best financial advisors in East Nicolaus, CA

Registered advisers within 25 miles of East Nicolaus, CA.

Offices
636
Firms
214
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
3.07M
3,065,508 clients when Item 5C has a number
Avg / client
$5.28M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
PRIVATE ADVISOR GROUP, LLC
EDWARD JONES
FULL FOCUS CAPITAL MANAGEMENT
CONCORDE ASSET MANAGEMENT, LLC
BLACK STAR FUND MANAGEMENT I LLC
BRIDGEPORT FINANCIAL SOLUTIONS
AMERITAS ADVISORY SERVICES, LLC
INNOVATIVE FINANCIAL ADVISORS, LLC

Investors

Matthew C Haughton
JORDAN MICHAEL ANDERSON
Arun Kumar Sharma
MONIQUE ANTIONETTE AMBERS
DEREK TADAO SEO
Megan Dye
MAXIMILLIAN LAM
ADRIANA VALENZUELA
RON DEAN BROWN
Chad Salvador
Justin Pyle
CLAUDIO EMANUEL BOROICA
VANESSA ANN RAY
Oksana Kravchuk
Sean Lockwood
Gary Vestal
Lesa Diane Franklin-Johnson
Patrick Vernon Magnani
SHAUN MICHAEL CLEARWATER
Stephanie Ann Venturella
Jessica Lynn Van Dyke
Prabhvinder Singh Sarai
MICHAEL EDWARD RODEGERDTS
JOHN ANTHONY KOVALEK
Eric Randal Graves
Connor David Schlecht
Maxwell James Morris
James Orchard
Robert S Bjekich
Christina Patel
Matthew Patrick Dazey
JOE ALAN CANALE
Mayra Olarte
Rikki JR Foster
BRIAN ALLEN PEARDON
Kole Denning Cook
Scott Michael West
ROBERT FRANCIS MAHNKE
JOHN DAVID PITTMAN
BRIAN DAVID BRECKENRIDGE

Within 25 miles of East Nicolaus, CA, Best Investors lists 214 registered investment advisory firms with 636 offices nearby, managing about $16.2T in combined regulatory AUM across 3,065,508 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 East Nicolaus

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