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Best financial advisors in Fiddletown, CA

Registered advisers within 25 miles of Fiddletown, CA.

Offices
77
Firms
42
Combined AUM
$6.33T
Firm-wide filings, not assets booked only here
Clients
833K
833,186 clients when Item 5C has a number
Avg / client
$7.60M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WEALTHCARE ASSET MANAGEMENT, LLC
APS INVESTMENT MANAGEMENT GROUP
BROOKSTONE CAPITAL MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EAGLE STRATEGIES LLC
PRINCIPAL SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
WEALTHGUARD ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Joshua Aubrey Knittel
RONALD ANTHONY ROBERTS
Danelle Ruth Dix
RYAN FREDERICK SHORTRIDGE
KEVIN ZACHARY KRAFT
WILLIAM MARK PETERSON
ALEXANDER BRUCE DICKSON
Athena Webster
GARRETT DANIEL SANDERS
Ian Gookin
Christie Benet Johnson
MATT ALLEN ERICKSON
Stacey Marie Caso-Turk
BLAKE LOGAN ANDERSON
ADAM LELAND ANDERSON
BENJAMIN HYLLESTED ANDERSON
Juan Vargas
Mohammed Halabi
Ronald Anthony Jacob
Megan Mara Fruit
JOHN PIERRE CARLSEN
James Bowman
Jason Sterling Friese
Victoria M Hunt
Timothy M Knittel
CHANDRA LEANN USELTON
Jeffrey Allan Wood
Joshua Fournier

Within 25 miles of Fiddletown, CA, Best Investors lists 42 registered investment advisory firms with 77 offices nearby, managing about $6.33T in combined regulatory AUM across 833,186 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 Fiddletown

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 7 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM