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Best financial advisors in Escalon, CA

Registered advisers within 25 miles of Escalon, CA.

Offices
171
Firms
72
Combined AUM
$9.98T
Firm-wide filings, not assets booked only here
Clients
2.59M
2,593,325 clients when Item 5C has a number
Avg / client
$3.85M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
AMERICAN INVESTORS COMPANY
OSAIC WEALTH, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INTEGRATED WEALTH CONCEPTS LLC
CITIGROUP GLOBAL MARKETS INC.
FOUNDERS FINANCIAL SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

BRANDON HALLIDAY
Thuy T. Nguyen
Esaul Guerrero
DAVID ROE DERBY
Carolyn K. Beasley
Leann Lumpkin
Eder Hernandez Barrientos
Nicholas White
Angela Maria Silva
JOHN CARMINE CAVIGLIA
Cade Roderick Countryman
ASMA MAHMOOD
Michael Maddox
DANE ALLAN ANDERSON
JEROD RAYMOND HAVEL
MICHAEL MARIO RAVOTTI
Grant Wiebe
JEFFREY STEWART SUTTON
DAVID ANTHONY BEACH
VICKI LYNN BAYLEY
William Joseph Hance
RANDALL KYLE ANDERSON
Andy Moreno
Shanelle I Winters
IAN GRIMBLEBY
NATHAN MILLER
JANE MARIE JOHNSON SIMMONS
RYAN ROOT
CHAD VAN HOUTEN
PRESTON OSBOURN
TAMBRA DAVIS
JEFFREY BOWMAN
DOUGLAS DEBOER
MANOJ BAINS
BECKY AUSTIN
LEEANNE CARDOZA
Martin William Youmaran
Edgar E Tejeda Gonzalez
GABRIELA DIAZ
ANDREW ROBERT LAMBERTSON
MATTHEW THOMAS LAVERONE
JAMES BRETT RACHELS
DOROTHY CANONIGO ZABALA
ZACHARY A. HARLESS
Richard R Magallanes
Sharon Theresa Amick

Within 25 miles of Escalon, CA, Best Investors lists 72 registered investment advisory firms with 171 offices nearby, managing about $9.98T in combined regulatory AUM across 2,593,325 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 Escalon

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