Best financial advisors in Farmington, CA

Registered advisers within 25 miles of Farmington, CA.

Offices

164

Firms

60

Combined AUM

$7.38T

Firm-wide filings, not assets booked only here

Clients

2.13M

2,128,888 clients when Item 5C has a number

Avg / client

$3.46M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

111 TOWN SQUARE RD, SUITE A
COPPEROPOLIS, CA 95228

13.5 miles away

DESERT ROSE CAPITAL MANAGEMENT, INC.

42 S. Highway 26, Suite E
Valley Springs, CA 95252

13.7 miles away

PNC WEALTH MANAGEMENT LLC

3380 MCHENRY AVENUE
ESCALON, CA 95320

EDWARD JONES

178A SOUTH MAAG AVE
OAKDALE, CA 95361

16.3 miles away

CETERA INVESTMENT ADVISERS LLC

125 NORTH 3RD AVENUE
OAKDALE, CA 95361

16.4 miles away

J.P. MORGAN SECURITIES LLC

325 E "F" STREET, SUITE A
OAKDALE, CA 95361

16.4 miles away

WELLS FARGO CLEARING SERVICES, LLC

105 W F ST
OAKDALE, CA 95361

16.5 miles away

VERITY ASSET MANAGEMENT

213 S SIERRA AVE
OAKDALE, CA 95361-4013

16.5 miles away

PFS INVESTMENTS INC.

210 SOUTH SIERRA AVENUE SUITE 207-A
OAKDALE, CA 95361

16.5 miles away

VERITY ASSET MANAGEMENT

210 S SIERRA AVE STE 106
OAKDALE, CA 95361-4212

16.5 miles away

PFS INVESTMENTS INC.

210 SOUTH SIERRA AVENUE SUITE 207
OAKDALE, CA 95361

16.5 miles away

KENNETH E. BOONE WEALTH MANAGEMENT, LLC

723 W F STREET 16777
OAKDALE, CA 95361

16.6 miles away

FORUM FINANCIAL MANAGEMENT, LP

250 S. Oak Avenue Suite A-3
Oakdale, CA 95361

16.8 miles away

WELLS FARGO CLEARING SERVICES, LLC

169 E SAINT CHARLES ST
SAN ANDREAS, CA 95249

EDWARD JONES

6624 3RD ST
RIVERBANK, CA 95367

18.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

218 S Main St.
Angels Camp, CA 95222-9359

19.4 miles away

EDWARD JONES

467 S MAIN ST
ANGELS CAMP, CA 95222

19.6 miles away

LPL FINANCIAL LLC

4321 MORADA LANE
STOCKTON, CA 95212

19.9 miles away

EDWARD JONES

1300 KURT DR STE 101
ANGELS CAMP, CA 95222-9324

20.3 miles away

AITO CAPITAL FUND I GP LLC

5225 WILD LILAC LN
STOCKTON, CA 95212

20.6 miles away

Firms

LPL FINANCIAL LLC

DESERT ROSE CAPITAL MANAGEMENT, INC.

PNC WEALTH MANAGEMENT LLC

CETERA INVESTMENT ADVISERS LLC

J.P. MORGAN SECURITIES LLC

WELLS FARGO CLEARING SERVICES, LLC

VERITY ASSET MANAGEMENT

PFS INVESTMENTS INC.

KENNETH E. BOONE WEALTH MANAGEMENT, LLC

FORUM FINANCIAL MANAGEMENT, LP

STATE FARM INVESTMENT MANAGEMENT CORP.

AITO CAPITAL FUND I GP LLC

Investors

DONNA MARIE STEVENSON

Drew M. McCurdy

Eder Hernandez Barrientos

CHARLENE RENEE LOVITT

Madeline McCarthy

Anthony A. Linares

ANTHONY ROBERT DAVILA

WALTER NAVA GORDON

Gerardo Vergara

Nagaraj Bhimaray Awatiger

GARY MANUEL MARTIN

Joshua David Natham

KENNETH EZRA BOONE

Brandon Lee Meyer

GILBERT VALTIERRA

STEVEN CRAIG HAYWARD

Mauricio Cisneros

Timothy Scott Oskey

Within 25 miles of Farmington, CA, Best Investors lists 60 registered investment advisory firms with 164 offices nearby, managing about $7.38T in combined regulatory AUM across 2,128,888 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 Farmington

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM