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Best financial advisors in Federal, CA

Registered advisers within 25 miles of Federal, CA.

Offices
2,925
Firms
1,208
Combined AUM
$27.6T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,508,824 clients when Item 5C has a number
Avg / client
$7.86M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
CAMBRIA INVESTMENT MANAGEMENT, L.P.
STATE FARM INVESTMENT MANAGEMENT CORP.
K1 INVESTMENT MANAGEMENT LLC
NEW EDGE WEALTH
MARINER WEALTH
MOGUL WEALTH MANAGEMENT, INC.
PLANMEMBER SECURITIES CORPORATION
MAREST CAPITAL, LLC
MERIDIAN WEALTH MANAGEMENT, LLC
ZENANI CAPITAL, LLC

Investors

JAMES JEFFREY WINKLHOFER
JONI MAEMARIE DEAKINS
MARK WILLIAM DEAKINS
Wesley David Dunn
JOHN ALFRED DELUCA
ETHAN ANDREW STEIN
Bruno Mendes
JONATHAN S KEETZ
MANUEL VIADERO
Samantha Isabel Gomez
ERIKA SIMONE NOBLE
JUSTIN THOMAS REESE
MUZAFFAR MASHKOOR AHMED
EDWARD MULLINS HAWLEY
Roy Guia
Troy I Broyles
PHILLIP ERNEST COOK
Haim Shepes
Jacob Servin
DANIEL MOBLEY
Dylan King
Benjamin Doran Cohen
Nathaniel Isaac Cohen
PAUL IAN COHEN
JOHN ROBERT BAUER
LYNNE ANN WITMER
RADFAR ELIASSI

Within 25 miles of Federal, CA, Best Investors lists 1,208 registered investment advisory firms with 2,925 offices nearby, managing about $27.6T in combined regulatory AUM across 3,508,824 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 Federal

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 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM