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Best financial advisors in East Orosi, CA

Registered advisers within 25 miles of East Orosi, CA.

Offices
54
Firms
31
Combined AUM
$9.55T
Firm-wide filings, not assets booked only here
Clients
1.50M
1,496,519 clients when Item 5C has a number
Avg / client
$6.38M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
CWM, LLC
VICTORY WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SOWELL MANAGEMENT
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
GILMAN HARRIS TRAVIOLI SLOVER ACCOUNTANCY CORPORATION
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MUTUAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEQUOIA FINANCIAL, LLC

Investors

REGINALD SCOTT FINDLEY
Grant Walter Kincade
JOSEPH PIERPONT MORGAN
TODD RAYMOND SORENSEN
SANDRA ESQUEDA
Jaison Gary Norton
EDWARD RAYMOND FORAKER
BRUCE ROBERT GEIGER
BRADLEY ROBERT BOARD
PENNEY RENEE SICK
CHARLES RYAN SICK
JUMANA GHATTAS DAOU
Michael Crichton Young
SAMUEL NUCKOLS GILMAN
CHRIS LEE HARRIS
JAMES MICHAEL SHAW
JEFF KENT BOSWELL
TIMOTHY VIJAY WARDELL
JONATHAN CHARLES HOSKINS
CATHARINE MILLIGAN HOBBS
RACHEL ANN GOMEZ
HAYDEN HOBBS
Nickolas Seifert
MANUEL DEWAYNE MENDONCA
DONALD KENDALL DEJONGE
Jacob D Cordeniz
GARTH L GIPSON
Kyle M Vizzolini
SHAWN MICHAEL SEBERT
Jack Stevens Hohne
JANET WASEM MARTINUSEN
ROBERT REED LINDERMAN
PATRICIA T FLORES
Ryan Patrick Moll
Jesus Alegria Garcia
Robin Lopez
Adam E Zachary
Shani Marie Crookshanks
ARIANA CAMPOS
Schad TenBroeck

Within 25 miles of East Orosi, CA, Best Investors lists 31 registered investment advisory firms with 54 offices nearby, managing about $9.55T in combined regulatory AUM across 1,496,519 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 East Orosi

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM