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Best financial advisors in Fair Oaks Ranch, CA

Registered advisers within 25 miles of Fair Oaks Ranch, CA.

Offices
1,555
Firms
737
Combined AUM
$24.8T
Firm-wide filings, not assets booked only here
Clients
3.35M
3,353,889 clients when Item 5C has a number
Avg / client
$7.41M
Combined AUM ÷ clients

Nearby offices

Firms

BCN FINANCIAL, INC.
J.P. MORGAN SECURITIES LLC
HARTMAN FINANCIAL PLANNING
CITIGROUP GLOBAL MARKETS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
U.S. BANCORP ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
VANCE WEALTH
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
GIBBS WEALTH MANAGEMENT, LLC
CONTINUUM ADVISORY, LLC

Investors

MICHAEL JAMES PARRINELLO
OSCAR NEVAREZ
BRADLEY J HARTMAN
GARY PENG WEI
FRED ESCOBEDO
Baron Douglas Lee
Tanya ALEJANDRA Sanchez
Adam Paul Wims
BRET WILLIAM WIMS
CHIEN-CHEN HUANG
DULCIE ANDREA DOCHERTY-CORLETTO
NAIMUDDIN SYED
Zachary Oliver Johnson
JOHN MICHAEL VANCE
JASON PAUL LANE
CHRISTOPHER ROBERT PELCH
TYLER STEVEN TILTON
NIALL BRENNAN SHAFFERY
BRONSON STANLEY FEUER
Lucas Joseph Mendoza
JERROD JAMES FERGUSON
CARRISA FLORES
Anthony Roy James Goring
Sierra Alessandra Cappella
CALVIN DEAN HEDMAN
JUAN LUIS RAMIREZ
Rodolfo Alberto Calderon
NICHOLAS J MONGEAU
NILTON RODRIGUES
DERICK O'NIEL LEGG
Megan Mendez
Joshua Maldonado
NICHOLAS ANTHONY LENTINI
SHAWN DEON ABRAHAMSE
Susan Rodriguez

Within 25 miles of Fair Oaks Ranch, CA, Best Investors lists 737 registered investment advisory firms with 1,555 offices nearby, managing about $24.8T in combined regulatory AUM across 3,353,889 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 Fair Oaks Ranch

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

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM