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Best financial advisors in Fort Ross, CA

Registered advisers within 25 miles of Fort Ross, CA.

Offices
90
Firms
47
Combined AUM
$9.66T
Firm-wide filings, not assets booked only here
Clients
2.36M
2,363,329 clients when Item 5C has a number
Avg / client
$4.09M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WORLD CAPITAL MANAGEMENT
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
ILUKA ADVISORS
MORK CAPITAL MANAGEMENT
GEMMER, ROBERT ARDEN
AMERICAN INVESTORS COMPANY
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WILLOW CREEK WEALTH MANAGEMENT, INC.
OSAIC WEALTH, INC.

Investors

PETER MICHAEL WIERZBICKI
CHANDRIGA WALKER
PETER CRAWFORD WALKER
JACOB JOHN BRODT
Symon Davis
Sam Valtenbergs
PAUL ANTHONY SULLIVAN
ROBERT ARDEN GEMMER
Joseph Adam Sobolewski
ANDREW RAMIREZ ESQUIVEL
Philippe Thayer Hobson
Matthew R Anderson
Bryan Michael Anderson
Monica Esquivel
MARK FRANCIS KEATING
JASON RICHARD GITTINS
HEATHER CARY BELLI
BRUCE JAY DZIEZA
NATHAN DANIEL TOURNAHU
STEVEN ALAN KERSTON
RENEE SUZANNE HYDE
Matthew Hills
RICHARD STANLEY REBELLO
Miguel Alfaro

Within 25 miles of Fort Ross, CA, Best Investors lists 47 registered investment advisory firms with 90 offices nearby, managing about $9.66T in combined regulatory AUM across 2,363,329 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 Ross

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM