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Best financial advisors in Fillmore, CA

Registered advisers within 25 miles of Fillmore, CA.

Offices
711
Firms
266
Combined AUM
$15.4T
Firm-wide filings, not assets booked only here
Clients
3.01M
3,005,536 clients when Item 5C has a number
Avg / client
$5.14M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
MISSION WEALTH MANAGEMENT, LP
THE INDEPENDENT FINANCIAL GROUP
EDWARD JONES
PFS INVESTMENTS INC.
OPES MVB CAPITAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THRIVENT INVESTMENT MANAGEMENT INC.
MONARCH PLAN ADVISORS
3(38) INVESTMENT FIDUCIARIES

Investors

VINCENT MARTIN PADILLA
Gregory Lewandowski
Roman Kisz
KAMI LYNN MOLIN
JAMES MARION LORENZEN
Kailey Nicole Wagner Craig
SUKHVINDER KAUR
HENRY WILLIAM ROMERO
SERGIO CABRAL
Matthew William Benson
PAULA ALICIA MILLER
Hugh Michael Fisher
SHARIF AHMED
SUNIL DUTT PRABHAKAR
Delacy Keith Watts
Matthew Martinez
TONY PADILLA
STEPHEN JOSEPH MICHENER
Daniel Castillo-Reyes
Darren Edward Norton
BENJAMIN JOHN HALE
Natalie Pavia
Neal Richard Larsen
ADRIAN EDWARD RAMIREZ
STEVEN T WILKINSON
Ronald Alan Hall
Michael Fine
MAY LI LIU

Within 25 miles of Fillmore, CA, Best Investors lists 266 registered investment advisory firms with 711 offices nearby, managing about $15.4T in combined regulatory AUM across 3,005,536 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 Fillmore

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