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Best financial advisors in Fortuna, CA

Registered advisers within 25 miles of Fortuna, CA.

Offices
32
Firms
18
Combined AUM
$6.21T
Firm-wide filings, not assets booked only here
Clients
1.28M
1,281,730 clients when Item 5C has a number
Avg / client
$4.84M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PROSPERA FINANCIAL SERVICES, INC.
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
STONEX ADVISORS INC.
MORGAN STANLEY
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
PREMIER FINANCIAL GROUP INC
EBERT CAPITAL MANAGEMENT INC.
REPROP FINANCIAL MORTGAGE INVESTORS, LLC

Investors

Sean Patrick Molyneaux
Herbert E Wood
Karen Lynn Houseworth
Fredrick Robinson
BRANDON JAMES STOCKMAN
RONALD STUART BERGENSKE
VANESSA LIANA STEINBECK
Gregory J Seiler
Janelle Joy Swan Robinson
DONNA MITNIK BOWEN
LAURA KATHLEEN HUSSEY
ANDREA RENAE ALEJANDRE
DAX THOMAS WILLIAMSON
Angelique Marie Konopa
Devin Peal
Asa Greg White Shively
EDWINA MATTINGLY BORDMAN
GREGORY HALE
Spencer James Pena
Katie M Conley
DAVID EARL TURNER
JASON MICHAEL BARR
Jenelyn J Delaney
KEENAN HARBISON POOL
LAURA S DAVIS
Kristen Mary Gaser
Seth T. Schulze
Dannielle Nicole Greco
SHERYL LYNN COLLINS
BRAD THOMAS SHAW
FREDERICK ALAN SLACK
LOGAN JAMES SHAW
JAMES PATRICK MAHER
Amanda Rose
Laura Wagner Middlemiss
LISA ANNE FRYREAR
TERRENCE ELLIOTT NESS
Phoenix Arnold
Mary Katherine Mizera
JOHN CHRISTIAN GLOOR
GINGER LYNN WEBER
TERESA IRENE CONLEY
FRANCOISE RENEE CRANDELL
CARLA JENNELL SIMPSON
JEREMY ROBERT SORCI
Kyla Jordan Orr
Teresa Margaret Sollom
Georgia Mae Pearl Nordquist
WAYNE OLIVER CALDWELL
BENJAMIN ALAN EBERT
JOANNE SUE LEACH
Andrew William Shaw
HAIDER MUNTHER AJINA
LIANA LEE FREEMAN
Von Hawley Butterfield

Within 25 miles of Fortuna, CA, Best Investors lists 18 registered investment advisory firms with 32 offices nearby, managing about $6.21T in combined regulatory AUM across 1,281,730 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 Fortuna

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 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM