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Best financial advisors in Eden Valley, CA

Registered advisers within 25 miles of Eden Valley, CA.

Offices
67
Firms
31
Combined AUM
$5.10T
Firm-wide filings, not assets booked only here
Clients
969K
968,853 clients when Item 5C has a number
Avg / client
$5.27M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
APPLE & ASSOCIATES
OSTROFE FINANCIAL CONSULTANTS INC
J.P. MORGAN SECURITIES LLC
ARROW WEALTH ADVISORS
WELLS FARGO CLEARING SERVICES, LLC
EAGLE STRATEGIES LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

KEVIN ANDREW HARBACK
Heather Thorpe
Christina Leanne Benton
Lucas John Mijares
Jesse James Ettlin
Robert Smail
SONIA NICOLE JENKINS
PETER LELAND KETCHAND
DYLAN GORDON BLOMGREN
Matthew Lee Olsen
Ryan William Meacher
Garson Tanner Graham
SARAH ANNE MOODY
Kellie Irene Ettlin
NATHAN THOMAS LEISHMAN
Liam Bryce Apple
DANIEL BRYCE APPLE
Alyssa Raley
Sonja Lilja-Li
DANIEL LEE SELTZER
Mitchell Harris Law
Cory M Fitzhugh
SARAH UYEN PHAM
KYLE ROBERT SMITH
Christopher Hart
Cody A Fitting
TERRY MICHAEL BROWN
Tyler Charles Zwick
STACY ANNE GRAHAM
ERIC COALSON SAMS
ERIC L YATES

Within 25 miles of Eden Valley, CA, Best Investors lists 31 registered investment advisory firms with 67 offices nearby, managing about $5.10T in combined regulatory AUM across 968,853 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 Eden Valley

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM