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Best financial advisors in Foy, CA

Registered advisers within 25 miles of Foy, CA.

Offices
2,875
Firms
1,204
Combined AUM
$27.6T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,508,502 clients when Item 5C has a number
Avg / client
$7.86M
Combined AUM ÷ clients

Nearby offices

Firms

O'BOYLE WEALTH MANAGEMENT, INC.
UNITED GLOBAL FUNDS GP, LLC
UNITED GLOBAL ADVISORS, LLC
CHECCHI CAPITAL ADVISERS, LLC
ARCADIAN CAPITAL MANAGEMENT, LLC
CORNERSTONE GROUP VENTURES, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
FADE IN FINANCIAL
KCLLC
SUMMIT FINANCIAL, LLC
STEAMBOAT VENTURES ASIA MANAGEMENT, LTD.
CONVEY WEALTH LLC
CALAFIA GROUP
HIGHTOWER ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
SCS CAPITAL MANAGEMENT LLC
WWM ADVISORY INC.

Investors

JOSEPH ANTHONY O'BOYLE
James Cameron McClure
CAROL ASHLING O'BOYLE
COLM JOHN OBOYLE
Shayan Lankarani
DORAN JOSEPH ADHAMI
Kevin Michael Kiely
KIMBERLEA KAY ARCHER
CHARLES PETER HASTINGS
KIM MARESH PETERSEN
ADAM DEAN CHECCHI
LUCA PASQUINI
HAIYANG ZHANG
SMANSA CHU
DANIEL MUNIZ
HUGO HIU FUNG CHAN
SANDRA PARRACINO
Richard Jason McWhorter
WILLIAM PATRICK NUGENT
Charlotte Clare Berry
B. BLAINE LOURD
HELEN SHIH Chu-Suwarnasarn
Stephanie Schaaf
MICHAEL JIHYUK LEE
Stephen Scott
AMIR MANSOUR MOSSANEN
Caroline Elizabeth Knuff
PALMER NEVILLE MURRAY
JEFFREY CHARLES LLOYD WOLMAN
GARY LEVAND KARZ

Within 25 miles of Foy, CA, Best Investors lists 1,204 registered investment advisory firms with 2,875 offices nearby, managing about $27.6T in combined regulatory AUM across 3,508,502 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 Foy

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

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM