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Best financial advisors in Fair Oaks, CA

Registered advisers within 25 miles of Fair Oaks, CA.

Offices
745
Firms
250
Combined AUM
$16.8T
Firm-wide filings, not assets booked only here
Clients
3.07M
3,071,723 clients when Item 5C has a number
Avg / client
$5.48M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
MARK GILLAM ENTERPRISES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
ECKEL FINANCIAL ADVISORS
EDWARD JONES
BELLWETHER CAPITAL MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CENTAURUS FINANCIAL, INC.
J.P. MORGAN SECURITIES LLC

Investors

BRADFORD GRANT RASOR
MICHAEL PATRICK NELAN
FRANK DINO CANTONE
MARK GERALD GILLAM
PAMELA GAY BUDENBENDER
LUKE CLETUS IVERSON
Michael James Hagerty
Benjamin Ray Bolton
Michael P Levitt
Evan Colin Currie
DOUGLAS ARLEN CRUMLEY
RODNEY LOUIS BANNISTER
BRIAN MICHAEL BANNISTER
CHARLES DEMOTS TRACY
DUSTIN GEORGE DELAUER BUCK
SHIYA NICHOLAS SOLODOFF
MARTIN RICHARD MEIER
KULVINDER K RAI
Travis Greene
SITA R LALCHANDANI
Jack George
Pieter Van Damme
LEO B KAY
BRADLEY VINT DEHAVEN
Julie Anne Granja
Brian Casper
Harry O Webb
Jeremy Patrick OReilly

Within 25 miles of Fair Oaks, CA, Best Investors lists 250 registered investment advisory firms with 745 offices nearby, managing about $16.8T in combined regulatory AUM across 3,071,723 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

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM