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Best financial advisors in Fort Bragg, CA

Registered advisers within 25 miles of Fort Bragg, CA.

Offices
9
Firms
7
Combined AUM
$2.51T
Firm-wide filings, not assets booked only here
Clients
244K
243,653 clients when Item 5C has a number
Avg / client
$10.3M
Combined AUM ÷ clients

Nearby offices

Firms

ARIMATHEA
REDWOOD INVESTMENT GROUP, INC
GOLDEN STATE WEALTH MANAGEMENT, LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
SPIRITUS FINANCIAL PLANNING

Investors

Daren Scott Bitter
KYLE FAIRALL
Zachary Adam Miller
Gregory A Perdue
Paul Anthony Sweigart
QUINTIN SHAW
Dennis Sanchez
Bruce Michael Fournier
KATHLEEN MARY ERICKSON
MARK J ZAIFMAN

Within 25 miles of Fort Bragg, CA, Best Investors lists 7 registered investment advisory firms with 9 offices nearby, managing about $2.51T in combined regulatory AUM across 243,653 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 Fort Bragg

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 GOLDEN STATE WEALTH MANAGEMENT, LLC 47 advisers $2.22B AUM 5 REDWOOD INVESTMENT GROUP, INC $230M AUM 6 ARIMATHEA 1 advisers $39.9M AUM 7 SPIRITUS FINANCIAL PLANNING 1 advisers $6.53M AUM