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Best financial advisors in Exeter, CA

Registered advisers within 25 miles of Exeter, CA.

Offices
52
Firms
27
Combined AUM
$9.28T
Firm-wide filings, not assets booked only here
Clients
1.47M
1,472,278 clients when Item 5C has a number
Avg / client
$6.30M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

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
BRUCE ROBERT GEIGER
JUMANA GHATTAS DAOU
Michael Crichton Young
Jaison Gary Norton
ROSE MARY QUINONEZ
JEFF KENT BOSWELL
TIMOTHY VIJAY WARDELL
JONATHAN CHARLES HOSKINS
CATHARINE MILLIGAN HOBBS
RACHEL ANN GOMEZ
HAYDEN HOBBS
BRADLEY ROBERT BOARD
Ryan Patrick Moll
Jesus Alegria Garcia
Robin Lopez
Adam E Zachary
Shani Marie Crookshanks
ARIANA CAMPOS
ROBERT REED LINDERMAN
PATRICIA T FLORES
PENNEY RENEE SICK
CHARLES RYAN SICK
Brian Keith Owen
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
JAMES MICHAEL SHAW
SAMUEL NUCKOLS GILMAN
CHRIS LEE HARRIS
Schad TenBroeck

Within 25 miles of Exeter, CA, Best Investors lists 27 registered investment advisory firms with 52 offices nearby, managing about $9.28T in combined regulatory AUM across 1,472,278 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 Exeter

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