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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

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
MARINER WEALTH
PARK AVENUE SECURITIES LLC
INDEPENDENT FINANCIAL PARTNERS
J.P. MORGAN SECURITIES LLC
CTA WEALTH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CREATIVE CAPITALISTS, INC
LOMBARD STREET CAPITAL MANAGEMENT GP, LLC
OSAIC WEALTH, INC.
CITIGROUP GLOBAL MARKETS INC.
BROOKSTONE CAPITAL MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Landis Richardson
RYAN AUSTIN SPIVAK
TAYLOR JEFFREY MOORE
RICHARD V BERTAIN
PATRICIA DAVILA PRECIADO
Jonathon Hollins
Jeffrey Allan Neumeister
John B. Darmanian
HENRY HUDSON NORMAN
ANUSH HADDADIAN
Arda Kara Thomas
TREVOR MICHAEL COLE
CAMERON MITCHELL THORNTON
MARIA ISABEL THORNE
Victor Frank Luke
ANAHID DANA LUKE
KEITH A HAYS
Mathew Garcia
Alan L. Krone
JOHN ROBERT MARSHALL
Sierra Kristine Lindman Marshall
Peyton Lindman Marshall
Stepan Ghukasyan
HUMBERTO RURY JIMENEZ
MAURO MICHAEL D'AMICO
SHELBY JOY ROTHMAN

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