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Best financial advisors in Freedom, CA

Registered advisers within 25 miles of Freedom, CA.

Offices
261
Firms
109
Combined AUM
$12.6T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,691,750 clients when Item 5C has a number
Avg / client
$4.69M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
ASILOMAR ADVISORS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EMERSON EQUITY LLC
VALIC FINANCIAL ADVISORS, INC.
FINANCIAL PLANNING ASSOCIATES
U.S. BANCORP ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CENTAURUS FINANCIAL, INC.

Investors

NATHAN ANDREW JONES
KEVIN M NEWHOUSE
MATTHEW CARLOS LOPEZ
Natalie Christine Smith
CHRISTOPHER M GEORGE
JUSTIN L HANNAH
AGUSTIN RAMIREZ
FELICIA SUDDHA GEORGE
CHRISTOPHER MICHAEL DANZER
Luann Michele Lauesen
Diana Katherine Brenneise
Abraham Garcia Rivera
FERNANDO LOPEZ
JOSE ANTONIO LIMONES
ERIC JAMES COSTELLO
TONI LYNN SUTHERLAND
JERRY LOPEZ
JOHN DAVID CREECH
Daniel Irvin McCourt
Ryan Janusz Ozog
Forrest Paul Macierez
Ryan K Yasukawa
JULIE KAY TAURIAINEN
Salvador Cervantes Esquivel
MANUEL ALFONSO BACA
HORACI VILLAR
MARY ELIZABETH BELLIZZI
SCOTT ANTHONY BLOOM

Within 25 miles of Freedom, CA, Best Investors lists 109 registered investment advisory firms with 261 offices nearby, managing about $12.6T in combined regulatory AUM across 2,691,750 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 Freedom

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM