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Best financial advisors in Elderwood, CA

Registered advisers within 25 miles of Elderwood, CA.

Offices
49
Firms
28
Combined AUM
$9.54T
Firm-wide filings, not assets booked only here
Clients
1.50M
1,495,512 clients when Item 5C has a number
Avg / client
$6.38M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
AMERITAS ADVISORY SERVICES, LLC
PASADENA PRIVATE WEALTH, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
MUTUAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
GILMAN HARRIS TRAVIOLI SLOVER ACCOUNTANCY CORPORATION
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
SEQUOIA FINANCIAL, LLC
MORGAN STANLEY

Investors

Jaison Gary Norton
BRUCE ROBERT GEIGER
Michael Clayton Young
Bryan Andrew Muth
Anthony Hunt
GARRETT HEATH GERMAN
ERIC DONOVAN STEVENS
Elizabeth E. Jacques
David L Ediger
Brenna M Bonillas
JESSICA ANN SHILLINGTON
JUMANA GHATTAS DAOU
Michael Crichton Young
BRADLEY ROBERT BOARD
PENNEY RENEE SICK
CHARLES RYAN SICK
JEFF KENT BOSWELL
TIMOTHY VIJAY WARDELL
JONATHAN CHARLES HOSKINS
CATHARINE MILLIGAN HOBBS
RACHEL ANN GOMEZ
HAYDEN HOBBS
ROBERT REED LINDERMAN
PATRICIA T FLORES
Ryan Patrick Moll
Jesus Alegria Garcia
Robin Lopez
Adam E Zachary
Shani Marie Crookshanks
ARIANA CAMPOS
Nickolas Seifert
MANUEL DEWAYNE MENDONCA
DONALD KENDALL DEJONGE
Jacob D Cordeniz
GARTH L GIPSON
Kyle M Vizzolini
SHAWN MICHAEL SEBERT
SAMUEL NUCKOLS GILMAN
CHRIS LEE HARRIS
JAMES MICHAEL SHAW
Jack Stevens Hohne
JANET WASEM MARTINUSEN
Brian Keith Owen
Schad TenBroeck
JUELMARIE TRUEWORTHY MORGAN
NICHOLAS ANDREW MORGAN
Bryon M Todd
GREG A TODD
PETER H BABAGIAN
GREG JAMES FRIESEN
CHRISTOPHER M COYLE
ERIC DANIEL TODD
DOUGLAS WAYNE SILVERIA

Within 25 miles of Elderwood, CA, Best Investors lists 28 registered investment advisory firms with 49 offices nearby, managing about $9.54T in combined regulatory AUM across 1,495,512 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 Elderwood

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