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Best financial advisors in Elizabeth Lake, CA

Registered advisers within 25 miles of Elizabeth Lake, CA.

Offices
110
Firms
47
Combined AUM
$7.84T
Firm-wide filings, not assets booked only here
Clients
1.38M
1,381,787 clients when Item 5C has a number
Avg / client
$5.68M
Combined AUM ÷ clients

Nearby offices

Firms

COPPELL ADVISORY SOLUTIONS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE WEALTH MANAGEMENT GROUP INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
ADVUS FINANCIAL PARTNERS, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ENCOMPASS MORE ASSET MANAGEMENT LLC
PROSPERITAS FINANCIAL, LLC
EDWARD JONES

Investors

DANIEL WALTER DONIHUE
NAIMUDDIN SYED
DOUGLAS RAY EAGLE
JORDAN DOUGLAS EAGLE
JARED PAUL AUDETTE
SHANE PATRICK SNIVELY
KIRK GREGORY BAKER
TODD JUSTIN LERNER
Dwight Wolfe
NICOLE JACQUELINE DOWNING
ROBERT WAYNE DOWNING
PHIL ROBERT SCHRAMM
JAMES ROBERT SCHRAMM
Alexander Kekoa Moran
Mark Paul Guirguis
DEREK ANGELO BUTLER
RYAN JUSTIN MCKELL
ENRIQUE ALEJANDRO BORJA
WANCHIRA DISYABOOT
CHRISTOPHER MATTHEW INGRAM
JENNIFER CARYN BROWN
BYRON PATRICIO ALVARADO
Frederic Matthew Wachtel
HOWARD MARTINEZ
Dulce Melody Vazquez
Rudy Henry Herrera
Eric Abrahamian
JEREMY MICHAEL LEIBOWITZ
Mark Thomas Petersen
Robert John Clark
Kaisee Pelino
Roslyn Clark
Shea Jordan Weiner
Maryam Lisa Odom
Ryder Bendrat
Ryan Mittelman
Antonio DeFrank
Ethan Kameron Alvarez
Sean Keegan Edward Denich
JERRY ROBERT CITARELLA
Grant Moulton
Rian Geoffrey Denich
Mark Stephen Gustafson
McEathren Herrera
DONALD EVAN BLAUNER
Kieran Thomas Wong
GARY NORMAN CLARK
Andrew Cohen
KATHY SONG
Jeffrey Eisenberg
Heather Christine D'Angelo
Samuel P Andress

Within 25 miles of Elizabeth Lake, CA, Best Investors lists 47 registered investment advisory firms with 110 offices nearby, managing about $7.84T in combined regulatory AUM across 1,381,787 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 Elizabeth Lake

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM